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Portfolio Stress Test & Risk Diagnostics โ
TickerForge turns a raw broker import or balance snapshot into clear, actionable portfolio risk diagnostics โ focused on risk structure (concentration, exposure, drawdown behavior), not hype or prediction.
Import your portfolio from IBKR or via CSV and get four structured reports: a health score snapshot, a full portfolio health check, downside and upside stress tests, and sector allocation analysis. Each report answers a specific question about your portfolio's real risk exposure.
See it in Action ๐ฌ โ
Here is a quick look at how you can import your portfolio via a simple IBKR screenshot and get an instant institutional-grade portfolio risk analysis.
Educational simulation; not investment advice.
Report 1 โ Portfolio Snapshot: Instant Risk Overview โ
A one-screen view of your portfolio's structure: scores, exposure, concentration, and primary stress driver.
What does a portfolio snapshot tell you? โ
- How healthy is my portfolio right now?
- Am I diversified โ or just feeling diversified?
- What's the single biggest structural risk?
Example output highlights
- Equity / Cash / Breadth
- Composite scores (Overall / TickerForge / Piotroski)
- Risk profile (e.g., Moderate)
- Concentration (top name / top sector / cyclical tilt)
- Stress scenario summary (ฮฒ-based) + primary driver
Report 2 โ Portfolio Health Check: Full Risk Audit โ
A structured portfolio health analysis that explains why your score looks the way it does and what to fix next.
What does a portfolio health check reveal? โ
- What's penalizing my portfolio health score?
- What are the biggest risk flags in my current holdings?
- What specific actions would improve my portfolio structure?
Example output highlights
- Net liquidation, gross exposure, net exposure (long/short aware)
- Good / Warning sections (human-readable)
- Action list (single-name cap, sector balancing, cash policy, etc.)
Report 3A โ Portfolio Stress Test: Downside Scenario โ
A downside portfolio stress test using beta-weighted impact analysis:
position shock = ฮฒ ร index shock
This helps you understand portfolio drawdown behavior and which positions drive losses (or hedging gains) when markets fall.
What does a downside portfolio stress test show? โ
- What happens to my portfolio if the market drops 10%?
- Do my short positions actually hedge my long book?
- Which holdings contribute most to my portfolio drawdown?
Example output highlights
- Equity now vs stressed equity, drawdown %, net dollar impact
- Long book impact vs short hedge impact
- Gross exposure (stressed) + required equity heuristic
- Top position impacts table ranked by loss contribution
Report 3B โ Portfolio Stress Test: Upside + Margin Call Risk โ
The mirror scenario: when markets rise sharply, short positions can lose quickly and trigger a margin call.
This stress test adds a practical constraint โ a maintenance margin heuristic โ to flag when your portfolio could hit a margin call in an upside shock.
What does an upside stress test reveal? โ
- How fragile is my short book in a +20% market move?
- Is my gross exposure too high relative to my equity?
- Which short positions are the main margin call risk drivers?
Example output highlights
- Equity now vs stressed equity, net dollar impact
- Long vs short position impacts under upside shock
- Gross exposure stressed + required equity heuristic
- Margin call triggered status + top impact positions
Report 4 โ Sector Allocation Analysis: Is Your Diversification Real? โ
A gross-aware sector allocation view (long/short compatible) that shows true sector concentration and whether your diversification is structural or just cosmetic.
What does sector allocation analysis tell you? โ
- Which sector actually dominates my portfolio risk?
- Am I balanced โ or dangerously tilted toward one area?
- Are my short positions masking real sector exposure?
Typical output
- Top sectors by gross exposure
- Net exposure by sector (longs vs shorts)
- Cyclical tilt diagnostics
- Concentration risk flags
How to Run Your Portfolio Risk Analysis โ
All four reports are generated directly inside the TickerForge Telegram bot and rendered as a mobile-friendly Telegram Web App. No spreadsheets, no manual formulas โ import your portfolio and get results in seconds.
๐ Start Your Portfolio Analysis
Learn More โ
- How Portfolio Stress Testing Works โ the math behind beta-weighted impact calculations
- Portfolio Health Score Logic โ how the composite health score is calculated