PORTFOLIO|INTELLIGENCE ENGINE
Institutional-quality macro, risk, and positioning analytics for your portfolio. Upload holdings from any broker or enter manually.
What is this engine?
The CondorEdge Portfolio Intelligence Engine is a state-of-the-art quantitative risk engine that puts institutional-grade cross-asset analytics directly in your hands. Using advanced mathematical models, it instantly deconstructs multi-leg options, complex futures, and equity portfolios to expose hidden systemic risks, true leverage, and sophisticated macroeconomic exposures.
Far beyond basic tracking, this engine runs deep-dive analytics—including real-time SPY Beta-Weighted Greeks, dynamic Margin-to-Equity (MTE) modeling based on live exchange requirements, and robust historical stress testing across black swan events. It arms you with the precise, multi-dimensional intelligence previously reserved for elite hedge funds.
Advanced Analytics Suite
- ✓SPY Beta-Weighted Greeks (βΔ & βΓ):Aggregates portfolio-wide directional exposure (Delta) and convexity (Gamma) normalized to SPY equivalents.
- ✓Futures & Margin-to-Equity (MTE):Tracks notional leverage, margin utilization, and rolling 12M Sharpe ratios dynamically against live IBKR and exchange rules.
- ✓Macro & Regime Alignment:Maps asset sensitivities to interest rates, inflation, USD, and matches historical economic regimes.
- ✓Historical Stress Testing:Instantly stress-tests your portfolio against 8 historical shocks including GFC, Covid, and 1970s stagflation.
- ✓Options Snap-to-Market & ATM IV:Values option contracts via the Black-Scholes model. Underlying spot prices and ATM Implied Volatility (IV) are loaded directly from the database's pre-calculated valuations cache (synchronized with the US Stocks Valuations dashboard) to ensure fast calculations without calling yfinance directly.
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
Don't have a portfolio file ready? Load our pre-configured, multi-asset sample portfolio containing stocks across diverse sectors (Tech, Finance, Energy, Healthcare), options, and index/commodity futures to test the analytics engine.
Upload CSV from Interactive Brokers, Fidelity, Schwab, Robinhood, TD, E*Trade, Vanguard, or 401k plans. Fund names auto-resolved to tickers.
The CondorEdge Portfolio Intelligence Engine is an analytical tool provided for informational and educational research purposes only. It does not constitute financial, investment, legal, or tax advice, and does not represent a recommendation or solicitation to buy or sell any security or financial instrument.
CondorEdge is not a registered investment advisor, broker-dealer, or financial analyst. The analysis, stress-test simulations, risk attributions, and regime compatibility scores are based on historical regressions, simplified factor models, and delayed public feeds. All calculations are estimates and do not guarantee future accuracy or actual trading outcomes.
By utilizing this engine, you acknowledge that you are solely responsible for your own investment decisions and due diligence. CondorEdge, its operators, and its affiliates assume no liability for any financial losses, damages, or transactional consequences arising directly or indirectly from the use of this service.