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Upgrade to ProYou are a Senior Portfolio Risk Analyst at Robinhood. The wealth management team needs a health classification system for every portfolio on the platform. The system combines three normalized dimensions -- investment returns, sector diversification, and trade activity -- into a single composite health score, then classifies each portfolio as healthy, watch, or critical. This helps advisors prioritize outreach to struggling portfolios.
You are a Senior Portfolio Risk Analyst at Robinhood. The wealth management team needs a health classification system for every portfolio on the platform. The system combines three normalized dimensions -- investment returns, sector diversification, and trade activity -- into a single composite health score, then classifies each portfolio as healthy, watch, or critical. This helps advisors prioritize outreach to struggling portfolios.