I’ve been thinking about how people actually analyze their investment portfolios.
Most people I know just check returns or maybe look at allocation, but I’m curious if anyone goes deeper than that.
Do you use any tools to analyze things like risk, diversification, sector exposure, or historical decisions?
Also wondering if anyone is using AI tools (ChatGPT, etc.) to get insights about their portfolio.
Or do you mostly rely on spreadsheets / broker dashboards?