LOHA - Investment Analysis Automation Platform by BatonicsBeta
Note about the Beta Version!
Liquid Assets Risk Analysis
Total Value: $174,917
| Ticker | Name | Price ($) | Value ($) | Weight (%) | Actions |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust (Tech ETF) | $438.27 | $43827.00 | 25.00% | |
| VTV | Vanguard Value ETF (Non-Tech) | $158.42 | $31684.00 | 18.00% | |
| AGG | iShares Core U.S. Aggregate Bond ETF | $98.15 | $49075.00 | 28.00% | |
| GLD | SPDR Gold Shares (Commodity ETF) | $207.35 | $20735.00 | 12.00% | |
| VNQ | Vanguard Real Estate ETF | $84.56 | $29596.00 | 17.00% |
3 scenarios defined
Interest Rate Shock
Federal Reserve raises rates by 100 basis points
Interest Rate Spike ↑ 1.0%Market Crash ↓ 5.0%Credit Spread Widening ↑ 0.5%Volatility Spike ↑ 10.0%
Market Crash
Severe market downturn scenario
Market Crash ↓ 20.0%Volatility Spike ↑ 30.0%Credit Spread Widening ↑ 1.0%Liquidity Crisis ↓ 50.0%
Inflation Surge
Persistent high inflation environment
Interest Rate Spike ↑ 2.0%Inflation Surge ↑ 3.0%Market Crash ↓ 10.0%Commodity Price Shock ↑ 15.0%
Shock Factors
| Risk Factor | Magnitude | Direction | Actions |
|---|---|---|---|
| Interest Rate Spike | 1.0% | ||
| Market Crash | 5.0% | ||
| Credit Spread Widening | 0.5% | ||
| Volatility Spike | 10.0% |
Institutional Analytics
Portfolio Value
$0.00
Expected Return
0.00%
Sharpe Ratio
-
Value at Risk
$0.00
Asset Allocation
No allocation data available
Performance Metrics
Alpha
0.00%
Beta
-
Volatility
0.00%
Information Ratio
-
Tracking Error
0.00%
Dividend Yield
0.00%
Risk-Return Analysis
Insufficient data for risk-return analysis
Correlation Matrix
Need at least two assets for correlation analysis