50 docs tagged with "finance-investment"

Plan and execute 1031 exchange: identify replacement properties, track timelines, ensure compliance.

Track airdrop eligibility, claim airdrops automatically, and optimize for future airdrops.

Manage angel investing deal flow: sourcing, screening, due diligence, portfolio construction, follow-ons.

Automated portfolio rebalancing to maintain target asset allocation within tolerance bands.

Compare portfolio performance against relevant benchmarks with statistical significance testing.

Track collectibles (art, watches, wine, cars): acquisition, authentication, valuation, insurance, selling.

Track commodity exposure via futures, ETFs, or physical: gold, silver, oil, agriculture, natural gas.

Track crowdfunding investments (real estate, startups): capital deployed, updates, valuations, exits.

Comprehensive crypto tax reporting including transactions, income, staking rewards, and DeFi activity.

Comprehensive rental property analysis: cash flow, cap rate, cash-on-cash return, IRR, exit scenarios.

Track DeFi positions across protocols (Aave, Compound, Uniswap), calculate APY, monitor impermanent loss.

Analyze alternative investment diversification: correlation, concentration, liquidity profile, risk contribution.

Automated tracking of dividend payments, reinvestment calculations, and yield-on-cost analysis.

Automated due diligence workflow for real estate: inspections, title, appraisal, insurance, HOA.

Track upcoming earnings reports, pre-announce trades, and analyze post-earnings moves.

Plan optimal exit strategy: timing, 1031 vs cash out, seller financing, rent-to-own, BRRRR refinance.

Analyze portfolio fees (expense ratios, advisor fees, trading costs) and identify optimization opportunities.

Compare financing options: conventional, FHA, portfolio, DSCR, hard money, seller financing.

Screen for value stocks using fundamental metrics: P/E, P/B, dividend yield, quality factors.

Analyze hedge fund investments: performance, risk metrics, liquidity, fees, manager due diligence.

Automated LP reporting for fund managers: performance, holdings, distributions, capital calls, compliance.

Real-time crypto market alerts for price movements, volume spikes, whale transactions, and news.

Automated daily market analysis including sector performance, market breadth, and trend identification.

Track NFT holdings, monitor floor prices, analyze rarity, and identify selling opportunities.

Generate monthly portfolio performance reports with benchmarking, attribution analysis, and trend visualization.

Complete portfolio analysis with asset allocation, performance metrics, risk assessment, and rebalancing recommendations.

Real-time dashboard showing portfolio health metrics, alerts, and actionable insights.

Implement portfolio hedging using options, inverse ETFs, or short positions to protect against downside.

Rebalance crypto portfolio to maintain target allocation across chains and tokens.

Calculate optimal position size based on risk tolerance, portfolio value, and volatility.

Track private equity investments: capital calls, distributions, valuations, IRR, multiples (MOIC, DPI, TVPI).

Automate property management: rent collection, maintenance requests, expense tracking, tenant communication.

Comprehensive market research: population growth, job growth, supply/demand, price trends, best markets.

Analyze publicly-traded REITs: FFO, AFFO, dividend yield, NAV, sector exposure, quality metrics.

Analyze rental market: comparable rents, vacancy rates, demand trends, rental yield by neighborhood.

Project retirement portfolio growth, calculate withdrawal sustainability, and optimize retirement strategy.

Comprehensive quarterly risk assessment including portfolio volatility, stress testing, and risk tolerance alignment.

Real-time risk monitoring showing total exposure, correlation, position heat map, and alerts.

Audit crypto security: check wallet permissions, revoke approvals, verify contracts, detect scams.

Optimize crypto staking across protocols to maximize yield while managing lock-up risks.

Comprehensive startup evaluation: team, product, market, traction, financials, competitive positioning.

Dynamically adjust stop-loss orders based on volatility, support levels, and profit targets.

Manage real estate syndication: investor relations, distributions, reporting, compliance, asset management.

Identify tax-loss harvesting opportunities, ensure wash-sale compliance, and optimize capital gains/losses.

Screen stocks for technical setups: breakouts, pullbacks, momentum, mean-reversion patterns.

Execute trades with intelligent order routing, slippage minimization, and execution quality monitoring.

Automatically log trades, analyze performance, identify mistakes, and track improvement.

Manage venture capital portfolio: follow-on decisions, pro-rata calculations, valuation tracking, exit monitoring.

Manage multi-chain crypto wallets, track balances, monitor transactions, and ensure security.

Automated yield farming: monitor APY, compound rewards, rebalance pools, and optimize gas.