Workspace

Portfolio Workspace

Upload your portfolio, adjust holdings (units, direction, add/remove symbols), then run forward-looking projections across cycles, seasonality, regression, and Elliott Wave — alongside portfolio analytics and risk metrics including VaR.

Open Portfolio Workspace Request a Demo Platform Overview
  • Upload & editUnits, long/short, add/remove symbols
  • Forward projectionsCycles, seasonality, regression, Elliott Wave
  • Portfolio analyticsExposure, concentration, top holdings
  • Risk metricsVaR and supporting risk views
Workflow

From holdings → projections → risk

A single workspace designed for real usage: start with your holdings, iterate changes, then review projections and risk on the same screen.

1) Upload your portfolio

Bring in holdings, then normalize tickers and weights in one place.

Outcome: a clean baseline portfolio for analysis.

2) Adjust positions

Change units and direction, add/remove symbols, and create “what-if” variants without touching the baseline.

Outcome: scenario portfolios you can compare.

3) Review projections + risk

Inspect forward-looking lenses (cycles/seasonality/regression/EW), then sanity-check analytics and VaR before decisions.

Outcome: decisions tied to evidence and risk bounds.
Projections

Forward-looking lenses on your holdings

The same portfolio can look “safe” or “fragile” depending on regime and timing. The workspace lets you cross-check projections with multiple lenses, instead of relying on one indicator or one chart.

Included lenses

  • Cycles — timing windows and recurring structure
  • Seasonality — cohort-based seasonal pull/drag
  • Regression — trend/mean-reversion framing and slope context
  • Elliott Wave — structure-first scenarios and alternation logic

What you get per lens

  • Clear scenario framing (baseline vs alternatives where relevant)
  • Decision boundaries (what confirms / what invalidates)
  • Portfolio-level view, not just single charts
  • Consistency across the same set of holdings
Analytics & Risk

Know what you’re actually holding

Before acting on projections, the workspace makes it easy to review exposure, concentration, and core risk metrics — including Value at Risk (VaR) and supporting measures used in oversight.

Portfolio analytics

Exposure breakdowns and top holdings so you can see concentration and unintended bets.

Typical review: exposure, top holdings, mix shifts after edits.

Value at Risk (VaR)

VaR-based risk framing for the current portfolio (and each what-if variant) to keep changes within acceptable bounds.

Use: compare risk before vs after position edits.

Scenario discipline

Combine lens outputs with risk metrics so portfolio changes remain deliberate — not reactive.

Use: document the rationale and the boundary conditions.
Get started

Open the Portfolio Workspace on your holdings

Upload your portfolio, adjust positions, and review projections + VaR in one workflow.
Open Workspace Request a Demo
DISCLAIMER
Hedgtrade provides research, analytics, and decision-support tools for informational and educational purposes only. It does not execute trades or provide personalized investment advice. All users are responsible for their own decisions and must comply with applicable regulations in their jurisdiction.