Return-based match
Which index — or blend of indexes — the portfolio's returns actually behave like, from its price history.
Loading return history…
Best-fit benchmark
Compare against
Overlap with index
Active share
Tracking error
Single-name risk
Sector tilts vs index
Where the basket is over- (blue) or under-weight (amber) the benchmark.
Cost to transition to the index
Sell the single names, buy , staged to manage the tax bill.
Single-name holdings
Portfolio construction — fixed income & tax planning
Beyond the equity index match: how to fill the fixed-income sleeve for this client's tax bracket, and the genuine levers to cut the tax of diversifying the concentrated book.
Loading…
Basket analysis
A client-ready explanation of the basket vs the index.