BXEROX

A personal portfolio management tool that helps long-term investors track multiple holdings, cost bases, and allocation goals locally, providing portfolio views and structural analysis.

Key Features:
• Portfolio Overview: Summarizes the market value, cost base, and overall changes of each sub-portfolio, presenting a complete asset picture with core indicators and monthly flows.
• Sub-Portfolio Management: Create independent portfolios by theme or strategy, maintaining names, descriptions, and return targets, managing holdings across multiple assets in a tiered manner.
• Change Log: Records four types of portfolio adjustments (addition, reduction, transfer in, transfer out), entering unit valuation, quantity, additional items, and date, automatically calculating costs and size.

• Portfolio Details: Displays the quantity, average cost, initial investment, current market value, difference, and change percentage for each asset, while retaining a complete historical record.

• Goals and Plans: Set return targets, asset class limits, and regular allocation plans to assist in long-term allocation discipline and progress tracking.

• Structural Insights: Identifies overweight categories and rebalancing directions through distribution, concentration, and deviation analysis, supporting both global and sub-portfolio perspectives.