Portfolio Insights Tool - J.P. Morgan Asset Management
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Portfolio Insights Tool

The next generation of portfolio analysis is here

Get ahead of risks early. Upload your portfolio and instantly generate a customized, client-ready report.


In-depth screening

The Portfolio Insights tool scans many facets of your portfolio to help identify risk and return drivers, uncover new opportunities and fine-tune allocations.

Power under the hood

The tool is powered by the same, sophisticated portfolio construction and risk management platform that our own investment teams use - J.P. Morgan SpectrumTM.

Personalized observations

Whether it is an overall assessment of your portfolio or a down-market stress test, findings are presented with actionable insights in a client-ready report.

See it in action

Portfolio Insights is for Institutional, financial professionals use only. If you are an individual investor, please reach out to your financial advisor for more information

 
Have questions or need help? Contact our Financial Advisor Services desk at 1-877-803-4032.