Toward Portfolio Analysis
Toward Portfolio Analysis, powered by BlackRock’s Aladdin©, gives you a complete, intuitive view of your investments—no matter where they’re held. By securely consolidating your portfolios across banks and brokers, it provides a single, clear picture of your financial landscape. You can easily see how your assets are allocated, track performance, and uncover how different holdings contribute to your overall risk and return.
Built on the same technology trusted by leading institutional investors, the tool goes beyond numbers to deliver meaningful insights. It helps you understand the impact of market movements, identify concentration risks, stress test for exceptional market circumstances and assess how your investments align with Environmental, Social, and Governance (ESG) standards. With interactive visuals and personalized analytics, Toward Portfolio Analysis empowers you to make informed, confident decisions about your financial future.
Portfolio Health Check
Quickly assess your portfolio’s overall strength with clear insights into diversification, performance drivers, and potential areas for improvement.
Private Markets inclusion
Gain a complete view of your wealth by integrating private market holdings alongside public investments for more accurate portfolio analysis.
Factor exposure
Understand how key market factors—like interest rates, value/growth, inflation, or momentum—impact your portfolio’s performance and future risk profile.
Stress testing
Simulate market shocks and economic scenarios to see how your portfolio might react under different conditions before they happen.
Risk Management
Identify and monitor concentration risks, correlations, and volatility across assets to make informed, balanced investment decisions.
ESG & Carbon emission
Evaluate how your investments align with sustainability goals by measuring environmental, social, and carbon impact across your portfolio.
The next level of Portfolio Analysis
Toward Portfolio Analysis unites all your investments in one view, giving you clear insights into performance, risk, and allocation.
Powered by BlackRock’s Aladdin©, it transforms complex data into actionable insights—helping you invest confidently and align with your financial goals.
