Elite

Portfolio X-Ray

Full portfolio risk, overlap, and factor exposure analysis.

What it does

Upload or connect your portfolio and receive a complete X-Ray: position-level risk decomposition, hidden overlap between holdings, factor exposure (value, momentum, quality, size, volatility), and a stress-test against historical drawdown scenarios.

Features included

  • Portfolio-level risk decomposition by position
  • Hidden holding overlap detection
  • Factor exposure analysis (5 canonical factors)
  • Stress testing vs. 2008, 2020, and custom scenarios
  • Rebalancing recommendations to hit target risk budget
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Portfolio X-Ray