Investment Analysis & Optimization
Portfolio Agent is a comprehensive financial portfolio analysis system built on the Project Phoenix framework. It provides intelligent agent capabilities for holdings analysis, tax optimization, options trading, risk assessment, and investment recommendations.
Data is extracted from Morgan Stanley client statements with multi-snapshot support for historical tracking and trend analysis.
Position tracking, top performers, losers
Asset class and sector breakdown
Gains, returns, benchmarks
Tax profiles, harvesting, efficient moves
Covered calls, puts, strategies, Greeks
Risk assessment, recommendations
Snapshots, trends, period comparison
Templates, alignment, rebalancing
Charts, diagrams, payoff graphs
| Metric | Value | Status |
|---|---|---|
| Positions | 7 holdings per snapshot | Complete |
| Snapshots | 2 (Nov 2025, Dec 2025) | Complete |
| Market Value | $193,936 (Dec 2025) | Current |
| Total Gain | $108,753 (+7.6% MoM) | Tracked |
| Data Source | Morgan Stanley PDFs | Automated |
| Version | Feature | Tools Added |
|---|---|---|
| V10 | Cross-pollination (YieldModel, PPR_Agent) | +2 |
| V9 | Options implementation + Greeks visualization | +5 |
| V8 | Options approval levels + strategies | +5 |
| V7 | Tax optimization + harvesting | +5 |
| V6 | Risk assessment + recommendations | +4 |
| V5 | Historical tracking + snapshots | +6 |
| V4 | Hypothetical allocations + stress testing | +6 |
| V3 | Comparison tools + benchmarks | +6 |
| V2 | Rich outputs + insights + alerts | - |
| V1 | Initial MVP | 15 |
Holdings, allocation, history
Risk + tax optimization
Options workflows
Monitoring + analytics