Portfolio X-Ray

See what your portfolio is really exposed to.

Analyze concentration, factor exposure, correlations, downside risk, tax positioning, and Viridia market structure across every holding.

Private by defaultNothing stored unless savedAnalysis in seconds

What the X-Ray measures

Overview: Value, returns, volatility, beta, drawdown, Sharpe, allocation, sectors, benchmark comparison
Risk: Each position's share of portfolio volatility; historical and modeled stress tests
Exposure: Estimated sector mix, including inside funds; market, size, value, momentum, quality and low-volatility loadings
Correlation: Pairwise matrix, clusters, independent exposures
Structure: Viridia's trend, wave counts, Fibonacci zones and invalidation levels, by weight
Tax: Unrealized gains and losses by position and lot, short- and long-term