feat(analytics): benchmark-aware portfolio health scoring#709
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DevMuhdishaq wants to merge 1 commit into
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feat(analytics): benchmark-aware portfolio health scoring#709DevMuhdishaq wants to merge 1 commit into
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Closes #625
Portfolio health scoring and benchmark-aware rebalancing are now implemented
The analytics contract has been extended so portfolio advice now considers benchmark-relative performance and produces more actionable guidance.
Closes #627
What changed
Added benchmark tracking per property type in lib.rs
Updated get_rebalancing_suggestions to:
compare each asset’s trend against its benchmark,
Closes #629
adjust target allocation accordingly,
emit clearer recommendations such as overweight/underweight and benchmark lag guidance
Updated get_portfolio_health_score to reduce the score when a portfolio underperforms its benchmark, alongside existing diversification and concentration logic
Closes #632