PORTFOLIO|INTELLIGENCE ENGINE
Institutional-quality macro, risk, and positioning analytics for your portfolio. Upload holdings from any broker or enter manually.
⚡ What is this tool?
The Portfolio Intelligence Engine goes beyond basic performance tracking. It deconstructs your portfolio to reveal hidden risks, macro sensitivities, and true diversification. Instantly stress-test your holdings against historical shocks and see how they align with current economic regimes.
🛠️ Available Analytics
- ✓ Macro Radar: Sensitivity to rates, inflation, USD
- ✓ Stress Testing: Impact of 8 major shock scenarios
- ✓ Risk Engine: Volatility, VaR, Beta, Max Drawdown
- ✓ Regime Match: Best/worst economic environments
How to Use:
1. Upload a CSV exported from your broker OR enter positions manually.
2. Click "Run Analysis". Your data is processed securely and never stored on our servers.
3. Your portfolio is automatically saved locally in your browser for your next visit.
📋 Portfolio Input
Upload CSV from Interactive Brokers, Fidelity, Schwab, Robinhood, TD, E*Trade, Vanguard, or 401k plans. Fund names auto-resolved to tickers.
IMPORTANT DISCLAIMER: The CondorEdge Portfolio Intelligence Engine is an analytical tool for informational and educational purposes only. It does not constitute financial, investment, legal, or tax advice.
CondorEdge is not a registered investment advisor or broker-dealer. The analysis, stress tests, risk metrics, and regime compatibility scores generated by this tool are based on simplified sector/factor approximations, historical models, and delayed market data. They are estimates and simulations, not guarantees of accuracy or future performance.
By using this tool, you acknowledge that you are solely responsible for your own investment decisions. CondorEdge, its owners, and its affiliates are not responsible for any financial losses, damages, or consequences resulting from the use of this information.