Paste your portfolio (or upload a CSV) to get a HAL-grade risk picture: portfolio beta, sector concentration, max drawdown, historical VaR, stress tests against actual bad days. Or click a demo preset to see how the tool works.
๐
Drop CSV
First numeric col = weight or shares
Pick a preset or paste positions, then click Analyze.
๐ Portfolio Equity Curve vs SPY
If you had held this portfolio over the past year, here's how its $1 of equity would have evolved. Compared against passively holding 100% SPY for the same period.
๐๏ธ Sector Concentration
Total absolute weight in each GICS sector. Concentration HHI (Herfindahl-Hirschman) of sector weights. HHI โค 0.20 = well diversified, 0.20-0.40 = moderately concentrated, > 0.40 = highly concentrated.
๐ฏ Position Concentration
How much of your portfolio is in your largest names. Top-1, Top-5, Top-10 weight + position-level HHI. Allocators flag any single position above 5%.
โ ๏ธ Top Risk Contributors
Each position's contribution to total portfolio variance: (weight ร ฯ)ยฒ รท portfolio variance. A 4% position in a 60%-vol biotech contributes far more than a 4% position in a 12%-vol utility.
| Ticker | Sector | Weight | Annual vol | Variance share |
|---|
โก Stress Tests โ How Did This Portfolio Behave on Bad Days
For each historical bad day or window, what was your portfolio's actual return that day vs SPY's? Positive Diff = your portfolio outperformed (defensive). Negative Diff = your portfolio underperformed (concentrated risk).
| Scenario | Window | SPY return | Portfolio return | Diff vs SPY |
|---|
๐ All Positions
Every matched position with sector classification.
| Ticker | Sector | Weight |
|---|