Portfolio Management
Advanced tools for managing your tokenized real estate investments
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Auto-Rebalancing
Enabled
Risk Level: Conservative
Yield Optimization
Active
Next optimization in 3d
Tax Optimization
$1,247
Saved this year
Risk Score
6.2/10
Moderate risk
Asset Allocation
Geographic Distribution
Interactive Portfolio Map
Target vs. Current
Residential
45% | Target: 40%
Commercial
30% | Target: 35%
Industrial
20% | Target: 20%
Retail
5% | Target: 5%
Analytics & Optimization
Risk Analysis
Risk Metrics Chart
Portfolio Beta
0.78
Sharpe Ratio
1.24
Max Drawdown
-8.2%
Yield Forecasting
Yield Projection Chart
12M Forecast
+$1,847
Confidence
87%
Tax Optimization
Tax Loss Harvesting
Active
Asset Location
Optimized
Withdrawal Strategy
Needs Review
Tax Savings Opportunity
Rebalancing could save ~$340 in taxes this year
Portfolio Actions
Quick Actions
Alerts & Recommendations
Rebalancing Needed
Your allocation has drifted 5% from target
New Opportunity
High-yield property available in Nashville
Performance Update
Your portfolio outperformed market by 3.2%