Portfolio analysis

What it does

• Explains performance down to the factor
• Attributes risk and return across the book
• Flags concentration and drift

How it works

1. 1Pulls positions and market data
2. 2Runs attribution and risk decomposition
3. 3Surfaces the drivers and outliers

Works with

• Snowflake
• Tableau
• Slack

Skills

• Factor attribution
• Exposure decomposition