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Projected impact on your portfolio

Name Company Quantity
a b c

Services that made this possible

Investment Portfolio



What you can do next

Rebalance your portfolio

Rebalance an investment portfolio based on a wide range of objectives and investor preferences such as avoiding sin stocks, focusing on socially responsible investments, or limiting contribution to asset classes, all while minimizing the overall volatility with respect to a benchmark.

Stress test your portfolio

Project the potential impact to your portfolio based on the result of a macroeconomic shock and its resulting, correlated effects on the rest of the market.

Chat with Watson about your holdings

Speak with a conversational agent to ask questions about investment returns, relevant news, and predictive analysis.