Performance analysis, rebalancing, and optimization strategies.
| Guide Name | Description | Action |
|---|---|---|
| Health Check | Analyze portfolio performance, risk, and optimization opportunities. | View |
| Rebalance Portfolio | Rebalance asset allocation to maintain target portfolio structure. | View |
| Legal/Equitable Assets | Understand legal vs beneficial ownership in trust structures. | View |
| ROI Analysis | Comprehensive performance analysis including returns, risk, and benchmarking. | View |