5i Research's Portfolio Analytics Platform

Curious about some of the features that one can find in 5i Research’s Portfolio Analytics platform? In this blog, we go over some of the key features available in our Portfolio Analytics section at 5i Research, and how these tools can be used to manage an investor’s portfolio best.

There are so many different ways an investor can use the Portfolio Analytics (PA) platform, but here is a general guide as to where we see the primary benefits of the platform stemming from.

Step 1. A Brief Investor Questionnaire and Suggested Asset Allocation

The first step in using the PA platform is completing the investor questionnaire.

After this brief questionnaire is completed, investors receive an ‘investor classification’ based on the data received. These classifications range from ultra-conservative, balanced income, to alpha-growth, and more! Depending on the investor classification that one is placed into, suggestions on asset, sector, and geographic allocations are calculated.

Source: 5i Research

Step 2. Portfolio Tracking and Analysis

Now that an investor has received their investor classification, they can begin to populate the platform with their portfolio holdings. One of the most unique features of this process is that an investor can populate holdings across account types (RRSP, RESP, RDSP, RRIF, TFSA, and unregistered). The investor can then view and analyze their holdings by individual account type, or combined at a consolidated level.

Unique stats and breakdowns are provided so that an investor has many different ways and methods to analyze their portfolios.

An asset allocation is provided across all account types or by individual account:

Source: 5i Research

Specific opportunities that can help to optimize one's portfolio are identified.

Source: 5i Research

Statistics on a consolidated portfolio are provided to give insight into the portfolio’s average P/E valuation, portfolio yield, average position weight, the long-term expected return of the current portfolio, and even the number of years the portfolio covers spending needs assuming no change in value, withdrawals, or deposits.

Source: 5i Research

An investor’s equity portfolio breakdown by industry is provided against their investor classification’s suggested allocation, with suggestions for increases/(decreases).

Source: 5i Research

Step 3. Aggregate Statistics

Another interesting feature of PA is that members can view a report on the aggregate statistics across all PA users’ portfolios. Members can opt out of their data being used for statistics in the settings. The aggregate statistics page shows data on which stocks across PA member portfolios are having the largest moves in a single day and year, as well as which stocks and funds are the most held across portfolios.

For privacy reasons, we will not display the statistics here, but the tool can be a great idea generator for new potential investments or stocks to add to a watchlist!

Data that PA members can expect to find in this page include: top and bottom intraday performers across Canadian and US stocks for PA member portfolios, historical one year top and bottom performers for PA member portfolios, and top three Canadian and US stocks by aggregate dollar value.

We hope that you enjoyed this primer on the 5i Research Portfolio Analytics platform. Analysis and research of an investor’s portfolio is just as important as researching for the next stock idea!