Aegis: Portfolio Risk

See your portfolio the way hedge funds see theirs: macro regimes, stress scenarios, correlation clusters, hedge coverage. Educational tool — not investment advice.

Aegis is a personal risk dashboard for investors who want more than a portfolio tracker.

While other apps show what your portfolio is worth, Aegis tells you what kind of market you're in — and what could happen if it changes.

— MACRO REGIME DETECTION —

The same classifier used by institutional risk teams, simplified for your portfolio. Crisis · Stress · Late Cycle · Neutral · Risk-On · Recovery. Labels derived from net liquidity, credit spreads, VIX, and the yield curve — refreshed throughout the day.

— STRESS TEST SCENARIOS —

See how your portfolio would have performed in 2008, March 2020, the dot-com bust, or a custom scenario you build with sliders. Per-position impact breakdown, recovery-time estimates, hedge-coverage percentage.

— CORRELATION ANALYTICS —

180-day rolling correlation heatmap. Beta vs SPY for each holding and portfolio-wide. Sector concentration. Convexity barbell (safe / hedge / risk).

— ACTIONABLE ALERTS —

Concentration warnings, hedge-coverage gaps, regime-change pushes, VaR breaches, correlation clusters. Each alert ships with a specific action — not noise.

— FULL ASSET COVERAGE —

Stocks · ETFs · options (with live Greeks via Black-Scholes) · physical gold · gold ETFs · cash with APY · US Treasury bonds with YTM · BTC · ETH. Live prices from Finnhub, Yahoo, NASDAQ, and FRED.

— PRIVACY —

Your portfolio lives in your private iCloud — encrypted, synced across iPhone and iPad, never visible to anyone but you. No accounts, no logins, no telemetry on holdings.

— EDUCATIONAL TOOL —

Aegis is a research and education tool. The regime labels, alerts, stress scenarios, and target allocations are illustrations of common risk frameworks. They are not investment advice, recommendations, or solicitations to buy or sell any security. Markets are volatile and prices shown can be delayed or wrong. Verify with your broker before acting. You alone are responsible for your investment decisions.

— BUILT FOR —

Investors who already use a broker but want to see their risk picture clearly. People who want to understand what would happen IF, not just what IS.