implemented the Advanced Portfolio Analytics Dashboard with all requested functionalities#419
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…sted functionalities successfully implemented the Advanced Portfolio Analytics Dashboard with all requested functionalities: Core Features Implemented: Portfolio Performance Calculation Engine Comprehensive metrics calculation including total return, CAGR, ROI, volatility Historical P&L tracking and visualization data Portfolio value evolution over time Risk Metrics Sharpe ratio calculation with risk-free rate adjustment Max drawdown analysis Annualized volatility Portfolio risk scoring (0-100 scale) with risk levels (LOW/MEDIUM/HIGH/CRITICAL) Benchmark Comparison Compare portfolio returns against BTC and ETH benchmarks Calculate alpha and beta Tracking error and information ratio Outperformance metrics Tax Reporting Generate comprehensive tax reports for any time period Calculate cost basis, long/short-term capital gains Track holding periods for all trades Export as CSV or Excel format Portfolio Rebalancing Recommendations AI-driven rebalancing suggestions based on risk tolerance Risk-tailored target allocations (conservative/moderate/aggressive) Detailed reasoning for each recommendation Step-by-step rebalancing instructions
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Closes #394
successfully implemented the Advanced Portfolio Analytics Dashboard with all requested functionalities:
Core Features Implemented:
Portfolio Performance Calculation Engine
Comprehensive metrics calculation including total return, CAGR, ROI, volatility Historical P&L tracking and visualization data
Portfolio value evolution over time
Risk Metrics
Sharpe ratio calculation with risk-free rate adjustment Max drawdown analysis
Annualized volatility
Portfolio risk scoring (0-100 scale) with risk levels (LOW/MEDIUM/HIGH/CRITICAL) Benchmark Comparison
Compare portfolio returns against BTC and ETH benchmarks Calculate alpha and beta
Tracking error and information ratio
Outperformance metrics
Tax Reporting
Generate comprehensive tax reports for any time period Calculate cost basis, long/short-term capital gains Track holding periods for all trades
Export as CSV or Excel format
Portfolio Rebalancing Recommendations
AI-driven rebalancing suggestions based on risk tolerance Risk-tailored target allocations (conservative/moderate/aggressive) Detailed reasoning for each recommendation
Step-by-step rebalancing instructions