Add up to 20 positions. Use "CASH" as ticker for cash/money market holdings.
Important: Short positions reduce AUM. Add a CASH position for proceeds from shorts to accurately reflect total portfolio value.
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Ticker
Name
L/S
Quantity
Inception Price
Action
Portfolio Analysis
Add positions and click "Fetch Prices & Analyze" to see results.
Portfolio Summary: Allocation vs AGAD Benchmarks
Compare your current allocation against AGAD Core (25% per genre) and Blended (15% Core, 5% Lite, 5% Max per genre) benchmarks
Traditional Asset Allocation
Breakdown by traditional asset class and risk profile (based on 16% vol benchmark)
