InsightOne's
Interactive Portfolio Analysis Tool

Author:
Geoff Robinson
Level:
All Levels
Study time:
NA

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Course overview

The Portfolio Builder Tool is an interactive investment tool that allows you to build and analyse a custom portfolio using any combination of over 2,000 assets in real time. Input your weights and assumptions to instantly generate a full suite of portfolio metrics including Sharpe ratio, Value at Risk, and portfolio beta across bear, base, and bull market scenarios, with five interactive visual charts to bring your portfolio analysis to life.

What's included?

1 interactive model
Construct it. Weight it. Stress-test it. Across bear, base, and bull.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

Built for investment analysts, portfolio managers, finance students, and sophisticated private investors who want hands-on control over portfolio construction and institutional-grade risk analytics. The common thread is a user who thinks in Sharpe, VaR, beta, and scenario terms, and wants to iterate on assumptions in real time rather than rely on static models.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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What's trending on the platform now

I've tried tonnes of apps like this, but this one simply worked better in every way possible

Buy-side analyst

What a little gem in the world of financial training. Not the usual rehashed academic stuff, but realistic, practical, immediately applicable, well explained, young and modern financial content

M&A Analyst

The delivery is concise, entertaining and easy to follow

Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey

ABOUT Geoff

Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

All tools, content, and models on TheInvestmentAnalyst.com and InsightOne are provided for educational and illustrative purposes only. They do not constitute investment, tax, or legal advice, nor a personal recommendation, offer, or solicitation to buy or sell any investment. Capital is at risk, past performance is not a reliable indicator of future results, and outputs depend on the assumptions and inputs supplied. Some material may be AI-generated or AI-assisted and should be independently verified. Neither platform is authorised or regulated by the Financial Conduct Authority. Before acting on any information you see here, carry out your own research and, where appropriate, seek advice from a suitably qualified, FCA-authorised adviser.

Click here to read the full disclaimer.

InsightOne's Interactive Portfolio Analysis Tool