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    Australian & Global Portfolio Analysis AI

    Explore portfolio allocation, concentration and currency exposure with Cassandra. Review Australian and global holdings, fees and tax context from supplied information.

    Financial researchAustralia

    A focused starting point
    for your next piece of work.

    Explore portfolio composition, investment considerations and recommendations for review.

    Use the workflow below to prepare the relevant facts and identify the parts of the output that need your review.

    Ways to use Portfolio Analysis and Recommendation

    • Examine overlap between individual shares and underlying ETF holdings.
    • Explore Australian home bias, sector concentration and international exposure.
    • Compare fees, franking and hedged or unhedged currency considerations.

    What to bring to the conversation

    • Holding names or tickers, market values, portfolio weights and cash.
    • Ownership through personal name, trust or superannuation and tax residency.
    • Investment horizon, risk tolerance, liquidity needs and existing fees.

    What to check before using the output

    • Verify holdings, prices, fund exposures and fee information independently.
    • Review assumptions, tax treatment and personal suitability before changing investments.

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    Professional tools. Professional judgement.

    AI outputs need independent verification. Engine access depends on your plan and current platform settings. Catalogue reviewed 19 October 2026.

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