Portfolio Value
$100,300
+$10,050 unrealised
Total Return
+11.1%
$90,250 invested
Day Change
+$1,799
+0.71% today
Health Score
55/100
Concentrated · 6 dimensions
6-dimension AI analysis
Concentrated
BTC dominates at 51.8% of portfolio. Strong fundamentals but high single-name and sector concentration risk.
Low — 68.6% in L1 sector
BTC alone at 51.8% of portfolio
Elevated — single-name dominance
High L1-sector correlation
Strong fundamentals overall
Elevated tail risk from BTC concentration
Portfolio-specific diagnostics
Concentration alert
BTC-USD represents 51.8% of portfolio weight. A 20% drawdown in this single position would reduce total portfolio value by ~10.4%.
Sector correlation risk
BTC-USD, SOL-USD, ADA-USD, and AVAX-USD are in the same L1 cluster. A sector rotation could trigger correlated drawdowns across 68.6% of the portfolio.
Hedge quality is strong
BNB-USD and XRP-USD provide meaningful negative correlation during risk-off regimes. This reduces fragility by an estimated 8 points vs an all-L1 portfolio.
Next action
Consider trimming BTC-USD to below 30% and rotating proceeds into DeFi or Payments to reduce concentration risk and improve the diversification score above 65.
6-month portfolio value
Monthly return comparison
5,000 paths · 1-year horizon
Expected Return
+6.21%
VaR (95%)
-12.4%
CVaR (95%)
-18.7%
Sharpe Ratio
0.84
Scenario Outcomes
Bull Case (P90)
+28.4%
Base Case (P50)
+6.2%
Bear Case (P10)
-14.8%
Extreme (P2.5)
-31.2%
Regime Probability Forecast
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