Investor Intelligence Reports

Market Analysis

• Provides macroeconomic trends, sector-specific developments, and geopolitical influences.

• May include forecasts, comparative industry performance, and key indices analysis (e.g., S&P 500, Nifty 50).

Portfolio Insights

• Performance metrics like ROI, CAGR, Sharpe ratio, and diversification score.

• Asset allocation breakdown (equity, debt, real estate, etc.).

• Risk vs. reward analysis based on historical data.

Investment Opportunities

• Highlights high-potential stocks, ETFs, bonds, or sectors.

• Often includes analyst recommendations and rating changes (e.g., Buy/Hold/Sell).

Sentiment Analysis

• Uses AI or data mining to gauge investor sentiment from news, social media, or forums.

• May provide bullish/bearish trends or heatmaps.

Technical and Fundamental Analysis

• Technical indicators (e.g., moving averages, RSI, MACD).

• Company fundamentals (PE ratio, EPS, debt-equity ratio, revenue growth).

Risk Assessment

• Identifies risk factors such as market volatility, interest rate changes, or inflation.

• Stress testing and scenario modeling.

Custom Alerts and Notifications

• Automated alerts on target prices, market shifts, or portfolio thresholds.

• Real-time or periodic notifications to track key investments.

Regulatory and Compliance Updates

• Information on regulatory changes impacting investments.

• Especially important for institutional investors and financial advisors.