# Best Investment Portfolio Management Tools - Page 13

## How Many Investment Portfolio Management Software Products Does G2 Track?

**Total Products under this Category:** 327

### Category Stats (Aug 2026)

- **Average Rating:** 4.43/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Dasseti ENGAGE (+2.01%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Investment Portfolio Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,600+ Authentic Reviews
- 327+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Investment Portfolio Management Software
 ![G2 Grid® for Investment Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/investment-portfolio-management/grids.png?focus%5B%5D=57456&focus%5B%5D=19643&focus%5B%5D=106263&focus%5B%5D=1357492&focus%5B%5D=71118&focus%5B%5D=131052&focus%5B%5D=168972&focus%5B%5D=59707)

Highlighted products: Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Betterment at Work, Betterment Advisor Solutions, Koyfin, Orion Advisor Technology, Carta Fund ERP, and Morningstar Office.

Underlying data: [Grid® JSON](https://www.g2.com/categories/investment-portfolio-management/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=betterment-at-work&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=koyfin&focus%5B%5D=orion-advisor-technology&focus%5B%5D=carta-fund-erp&focus%5B%5D=morningstar-office)

**Sponsored**

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Humanity Schedule by TCP provides a flexible approach to employee scheduling, no matter where your teams work or what device they use. Humanity Schedule automates dynamic scheduling and shift planning to eliminate over-scheduling issues and staffing errors, reduces unexpected labor costs, and mitigates compliance concerns to create an efficient, stress-free scheduling experience for managers and employees alike.  With Humanity Schedule, you easily fill coverage gaps with AI-driven demand forecasting, avoid scheduling conflicts with adaptive scheduling capabilities, and eliminate manual tasks and overspending — all in one solution that ensures compliance and clarity for every employee.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1532&secure%5Bchosen_at%5D=2026-08-10T18%3A43%3A24Z&secure%5Bdisplayable_resource_id%5D=1129&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=2917&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2917&secure%5Bresource_id%5D=1532&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finvestment-portfolio-management%3Fpage%3D13&secure%5Btoken%5D=a08bd357c825d1ade40d83d69d1d5c2b0426e3b320aaacf8f799a55591541993&secure%5Burl%5D=https%3A%2F%2Ftcpsoftware.com%2Fproducts%2Fhumanity%2F%3Futm_source%3Dg2%26utm_medium%3Dppl&secure%5Burl_type%5D=custom_url)

### [Fund Manager](https://www.g2.com/products/fund-manager/reviews)

Fund Manager is a portfolio management software available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor.

#### Who Is the Company Behind Fund Manager?

- **Seller:** [Beiley Software](https://www.g2.com/sellers/beiley-software-435a3297-1668-4132-89cf-1ff433e8d717)
- **HQ Location:** Chandler, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e90e9746d4a0161fc29b40bf807978e7bf5a2a8175b8c13f072531105149ec85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4553918&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Genesis Application Platform](https://www.g2.com/products/genesis-application-platform/reviews)

The Genesis Application Platform makes it faster and easier for developers in financial services to build, deploy and maintain full stack software applications engineered to meet the industry’s high standards for security, compliance and performance. Using Genesis, financial firms reduce the time, cost and risk associated with building the software they need to expand their businesses, operate more efficiently and improve compliance. Featuring a resilient, real-time service-oriented architecture, Genesis excels across the performance envelope of low-latency, high-throughput and high-scalability. The Genesis platform supports the unique engineering requirements of the financial industry through its: • Development Suite: a flexible IDE supplemented with AI assistance and accelerators for front- and back-end programming empower developers • Application Runtime environment: a real-time core, enterprise integrations and built-in encryption and audit power high-performance, secure applications at scale • Component Marketplace: a library of pre-built financial industry solutions, templates, components and integrations accelerate builds and innovation The platform provides a flexible, powerful developer environment and toolkit featuring: • Back-end coding: Developers can use their own IDE to implement backend logic using standard JVM-based languages like Java and Kotlin. Genesis also offers a domain-specific language (DSL) for defining application structure and configuration. This DSL provides a clear, familiar syntax inspired by SQL and CQRS. • Front-end coding: Developers implement frontend logic with standard TypeScript, using frameworks like React, Angular or Genesis web components as the underlying foundation. This enables reuse of existing UI components within Genesis applications and simplifies porting projects if needed. • Industry integrations: The platform includes pre-built integrations for financial industry connectivity, from common data sources and formats to the leading front-, middle- and back-office vendor systems and market infrastructure. • Real time core: an integrated microservices and web components-based core, ensures low latency and high availability for mission-critical workloads. • Enterprise integrations: Genesis facilitates system integrations with support for build tools like Gradle and npm, monitoring tools like Nagios, and standards like OpenAPI & FDC3. • Compliance framework: security and compliance are delivered with built-in auditing, reporting, entitlement management and integrations with identity and access management systems. The Genesis platform powers mission-critical applications at the world’s leading banks/dealers, asset managers and market infrastructure providers. Common use cases include: • Improving developer productivity and time to market • Modernizing and enhance the performance of legacy technologies • Reducing vendor dependencies, cost and risk, while optimizing the utility of core vendor systems • Replacing spreadsheets, other end-user computing and manual processes with enterprise-quality applications • Developing and deploying innovative new applications (green field innovation) Genesis is strategically-backed by Bank of America, BNY and Citi.

#### Who Is the Company Behind Genesis Application Platform?

- **Seller:** [Genesis Global](https://www.g2.com/sellers/genesis-global)
- **Year Founded:** 2015
- **HQ Location:** London, GB
- **Twitter:** @GenesisGlobalX  
490 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=902b15fd14a424bc33d956d0eb1b2f66016b83650c235f0a893e13c4adb0a9e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgenesis-global-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
249 employees on LinkedIn®

### [GeoWealth](https://www.g2.com/products/geowealth/reviews)

GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors with $18 billion in platform assets and $8 billion in AUM. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize mid- and back-office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.

#### Who Is the Company Behind GeoWealth?

- **Seller:** [GeoWealth](https://www.g2.com/sellers/geowealth)
- **Year Founded:** 2010
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2bb9243d69aa4a4c392c8e6c86e2b56b24277ef74569e0de7e8ad84237fc6557&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgeowealth&secure%5Burl_type%5D=linkedin_company_website)  
138 employees on LinkedIn®

### [Ghostfund](https://www.g2.com/products/ghostfund/reviews)

An investment and fundraising platform. It connects local, vetted businesses directly with global investors.Based primarily in Zimbabwe, the platform helps start-ups and credible businesses raise capital without relying on traditional banking intermediaries.

#### Who Is the Company Behind Ghostfund?

- **Seller:** [GhostFund Capital](https://www.g2.com/sellers/ghostfund-capital)
- **Year Founded:** 2025
- **HQ Location:** Bulawayo, ZW
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60fdd2a86b2db139b032ae056898aff679a653eb091e7f164fa0f4ce3940b3e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fghostfund-capital%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ginmon](https://www.g2.com/products/ginmon/reviews)

Ginmon is the digital and borderless wealth management platform to empower our customers to live a financially independent life by making professional, international wealth management accessible.

#### Who Is the Company Behind ginmon?

- **Seller:** [ginmon](https://www.g2.com/sellers/ginmon)
- **Year Founded:** 2015
- **HQ Location:** Frankfurt am Main, DE
- **Twitter:** @ginmon  
1,558 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f658a3f199a0adf84acdab75ee532467fd0f4343a1c3f67cea1b447e90b9456&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4862473&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

### [Global Portfolio System](https://www.g2.com/products/global-portfolio-system/reviews)

Over the years, Financial Information Network has worked with investment firms of all sizes.

#### Who Is the Company Behind Global Portfolio System?

- **Seller:** [Fingps](https://www.g2.com/sellers/fingps)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49438ea21fd44e502e0de28234d40e80379ea8d440c5522790d7d49025a3f49d&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinancial-information-network&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [GoProsperia](https://www.g2.com/products/goprosperia/reviews)

GoProsperia replaces investor spreadsheets with a real pipeline, without the complexity and pricing of enterprise CRMs. Drop any PDF or Excel: our Smart Import extracts opportunities automatically. Organize deals in a visual drag-and-drop pipeline, get automated alerts on stale opportunities and missed follow-ups, and collaborate with your team in real-time. Built for real estate investors, brokers, and acquisition teams. Free tier available. 100% hosted in Canada.

#### Who Is the Company Behind GoProsperia?

- **Seller:** [GoProsperia](https://www.g2.com/sellers/goprosperia)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [GP API for Institutions](https://www.g2.com/products/gp-api-for-institutions/reviews)

The GP API™ by Global Predictions is a comprehensive REST API designed for fintech companies and larger institutions, providing access to over 150,000 economic time series and advanced portfolio management tools. It enables organizations to integrate extensive economic data and insights into their systems, facilitating informed decision-making and strategic planning.

#### Who Is the Company Behind GP API for Institutions?

- **Seller:** [Global Predictions](https://www.g2.com/sellers/global-predictions)
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c0720e59eac17eb8fb2d868b5a78501f566d3067fb310c8cf6a7b634b40428a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fglobalpredictions&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [Gyre Analytics Platform](https://www.g2.com/products/gyre-analytics-platform/reviews)

The Gyre Analytics Platform is a comprehensive data analysis solution designed to empower organizations with advanced tools for data visualization, predictive modeling, and real-time analytics. It enables users to transform raw data into actionable insights, facilitating informed decision-making and strategic planning. Key Features and Functionality: - Data Integration: Seamlessly connects with various data sources, including databases, cloud services, and APIs, ensuring a unified data environment. - Advanced Analytics: Offers robust tools for statistical analysis, machine learning, and predictive modeling to uncover patterns and trends. - Interactive Dashboards: Provides customizable dashboards with real-time data visualization, enhancing data comprehension and reporting. - Collaboration Tools: Facilitates team collaboration through shared reports and dashboards, promoting a data-driven culture. - Scalability: Designed to handle large datasets efficiently, catering to the needs of growing organizations. Primary Value and Solutions Provided: The Gyre Analytics Platform addresses the challenge of managing and interpreting vast amounts of data by offering a user-friendly interface and powerful analytical tools. It enables businesses to identify opportunities, mitigate risks, and optimize operations through data-driven insights. By streamlining the data analysis process, the platform reduces the time and resources required to derive meaningful conclusions, thereby enhancing overall productivity and competitiveness.

#### Who Is the Company Behind Gyre Analytics Platform?

- **Seller:** [Gyre Research](https://www.g2.com/sellers/gyre-research)
- **Year Founded:** 2021
- **HQ Location:** Nashua, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=266980593704d6e58ee31f54b8b1cc6429f3699eaf52439b124610ba6bc97477&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgyre-research%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [He Who Shares Wins](https://www.g2.com/products/he-who-shares-wins/reviews)

HWSW is an investment club management platform for UK and US clubs. It automates the administration that most clubs handle manually — or get wrong entirely. For UK clubs: automatic HMRC Section 104 pooling with same-day and 30-day matching, Capital Equalisation Adjustments on every new member joining, and CGT figures per member ready for self-assessment. For US clubs: Schedule K-1 generation with IRC §704(c) Traditional Method allocation, §705 outside basis tracking, and §734(b) step-up on member exit. Beyond tax compliance: real-time portfolio dashboard, AI-powered stock analysis with five specialist analyst personas, a gamified watchlist with voting and governance tools, and bank/broker statement import via AI. Free plan available. No spreadsheets required.

#### Who Is the Company Behind He Who Shares Wins?

- **Seller:** [He Who Shares Wins](https://www.g2.com/sellers/he-who-shares-wins)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [i4invest](https://www.g2.com/products/i4invest/reviews)

At i4Invest, we believe that managing investments should be intuitive, insightful, and accessible for everyone. Our innovative web-based portfolio management software is designed to help individuals and professionals streamline their investment processes, gain actionable insights, and achieve their financial goals with confidence.

#### Who Is the Company Behind i4invest?

- **Seller:** [i4invest](https://www.g2.com/sellers/i4invest)
- **Year Founded:** 2023
- **HQ Location:** Kandivali West, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=56cb911715bfc322d31a65770162134648e2f4498c08c0f05f7bdccbb81a4790&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fi4invest%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [iBalance](https://www.g2.com/products/ibalance/reviews)

iBalance platform provides intelligent and user-friendly management of the complexity inherent in tailor-made, tax-efficient portfolios that comply with established investment policies.

#### Who Is the Company Behind iBalance?

- **Seller:** [softTarget](https://www.g2.com/sellers/softtarget)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [IBS-Pams](https://www.g2.com/products/ibs-pams/reviews)

Pams is a powerful and flexible Funds Administration tool. Integrated with a variety of data sources, it allows dynamic calculation and management of NAV and automated transaction cross-checking, guaranteeing data integrity.

#### Who Is the Company Behind IBS-Pams?

- **Seller:** [Ibsoftware](https://www.g2.com/sellers/ibsoftware)
- **Year Founded:** 1986
- **HQ Location:** 6900 LUGANO, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cfb3199c4a91492c6ae5a7b70c5134123c5b3c45357e88d8311b640a678c7c74&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finnovative-banking-software-ag&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [iCapital Architect](https://www.g2.com/products/icapital-architect/reviews)

iCapital Portfolio Intelligence is a cloud-based application that uses machine learning to deliver powerful analytics across both traditional and alternative investments.

#### Who Is the Company Behind iCapital Architect?

- **Seller:** [iCapital](https://www.g2.com/sellers/icapital)
- **Year Founded:** 2013
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b3c98904fbbb0803980b27f3fe5796306aaa7a34ef06b8eaac1417f3de61428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&secure%5Burl_type%5D=linkedin_company_website)  
1,910 employees on LinkedIn®

### [iCapital Marketplace](https://www.g2.com/products/icapital-marketplace/reviews)

iCapital Marketplace connects wealth managers with the broadest selection of alternative investments from the world’s leading asset managers — all on one simple platform. Learn more by watching the brief introductory video above.

#### Who Is the Company Behind iCapital Marketplace?

- **Seller:** [iCapital](https://www.g2.com/sellers/icapital)
- **Year Founded:** 2013
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4b3c98904fbbb0803980b27f3fe5796306aaa7a34ef06b8eaac1417f3de61428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&secure%5Burl_type%5D=linkedin_company_website)  
1,910 employees on LinkedIn®

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[Browse Investment Portfolio Management Themes](/categories/investment-portfolio-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated November 14, 2024

Investment portfolio management software, also known as wealth management software, tracks and manages investor portfolios. Investment professionals use these solutions to build, track, and manage their clients’ investment portfolios. This software includes tools that facilitate client-investor communication and can be used by investors, financial advisors, and their clients.

Wealth management firms, asset management companies, hedge funds, insurance companies, and pension funds use portfolio management platforms to manage client portfolios, monitor fund performance, manage liabilities, and diversify [asset management](https://learn.g2.com/asset-management).

Best portfolio management platforms come with features like investment tracking, [investment accounting](https://www.g2.com/categories/investment-accounting), reporting, client communication tools, investment analytics tools, and more. It allows advisors and investment professionals to maintain a holistic view of their activities on behalf of their clients, aggregating all relevant data and offering tools to aid in [investment analysis](https://www.g2.com/glossary/investment-analysis-definition). Moreover, the best investment portfolio management software allows users to watch asset values, stay on top of market conditions, spot threats and exposure to risks, and provide custom financial insights.

If investment portfolio management tools do not have built-in accounting features, they often integrate with other [accounting solutions](https://www.g2.com/categories/accounting-finance) for support, such as [brokerage trading platforms](https://www.g2.com/categories/brokerage-trading-platforms). Solutions in this category also connect to third-party sources to import market data.

To qualify for inclusion in the Investment Portfolio Management category, a product must:

- Manage various types of investments such as stocks, bonds, mutual funds, or exchange-traded funds
- Provide features to buy and sell financial instruments and manage cash dividends
- Handle investment records management
- Aggregate financial information from third-party market data sources
- Provide detailed reporting tools to report on tax schedules, projected cash flow, etc.
- Contain a client portal that can be used to place orders and transfer funds
- Offer tools to conduct investment portfolio analysis

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