Module 5 — ETF Analysis

Multi-ETF comparison across performance (Sharpe, Sortino, max drawdown), tracking error, cost, and holdings concentration — blended into a composite 0–100 score with a BUY / HOLD / AVOID verdict.

Data source

Currently: No data loaded

Upload Excel or CSV — one or more files.xlsx / .xls / .csv / .ods. Excel can carry Prices + Holdings + Fundamentals sheets; a CSV provides prices only. Multiple files merged by date and ticker.

Fetch from Yahoo Finance

ETF tickers (comma-separated)Benchmark ticker

FromTo

Holdings & expense ratios aren't fetched from Yahoo — add an Excel upload to enable the exposure / cost sections.

Benchmark

ETFs to analyse

Parameters

Risk-free rate (Rf, annual)4.50%Trading days / yearMissing data

Composite weights

Auto-normalised on the server. Current total: 100.

Performance (Sharpe): 30Risk (drawdown): 20Cost: 20Tracking error: 15Diversification: 15

No analysis run yet

Upload one or more Excel workbooks (or fetch from Yahoo), pick a benchmark, then click Run ETF analysis.