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Portfolio Exposure Analyzer

by clj|3 sold|
Data & analyticsPlatform-hosted

Overview

Upload an IBKR-style positions CSV and get back a live exposure dashboard with NAV, GMV, beta, P&L, and option implied volatility.

What it does

  • Exposure dashboard: NAV, GMV, beta, and P&L calculated from your positions
  • Live price feeds: spot prices and option IVs pulled in real time
  • Risk summary: concentration and Greek exposures surfaced
  • Visual output: a structured dashboard to review and share

Where it fits

  • A portfolio manager doing a morning check: "Run exposure on last night's close." A dashboard with live marks to start the day.
  • A trader reviewing Greeks: "What is my net delta and vega?" Aggregate exposures across the book.
  • A risk team reporting: "Generate the exposure report for this portfolio." A structured summary ready to share.

How it works

  1. Upload a positions CSV: IBKR-style export or equivalent.
  2. It pulls live data: spot prices and option IVs fetched in real time.
  3. You get a dashboard back: NAV, beta, P&L, and Greeks in one structured output.

Built for traders and portfolio managers. Every dashboard is a snapshot — verify marks before making decisions.

See it in action

~15s walkthrough
4.4 out of 5★★★★★
0 ratings·Learn more about results and reviews.

Details

Last updated
2026-06-18 03:38 UTC
Published
2026-06-12 19:50 UTC
Category
Data & analytics
Price
Free
Free to use — one session, one question.
Type
Platform

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