Asset Lens · Institutional Terminal

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AI Analyst Synthesis GBM Monte Carlo · 3,000 paths DCF Fair Value · 2-stage model CVaR / Expected Shortfall
asset-lens · analysis engine v2.4
$ initialise_session --ticker=
fetch_price_history [1d, 1wk]
run_analytics_engine
simulate_monte_carlo --sims=3000
generating_ai_synthesis...
Analysing
0%
Asset Lens
Analyze Full Portfolio
Computation Log

YTD Return
CAGR
Ann. Volatility
Sharpe Ratio
Max Drawdown
CVaR 95%
Analyst Target
Conviction
AI Analyst Synthesis
Claude Sonnet · Powered by Anthropic
Generating institutional analysis
Investment Verdict · A.L. Capital
Analysing…
— CONVICTION

Analyst Upside
vs consensus target
Sortino Ratio
downside-adj. return
CVaR 95%
expected shortfall
Conviction Score
composite / 4
Altman Z-Score
bankruptcy risk est.
01
Asset Lens
Single-asset deep analysis · AI synthesis · Risk decomposition
Free
You are here
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Risk Assessment
Risk aversion coefficient · Capacity score · Optimal allocation model · Monte Carlo
04
Strategic Advisory Session
Black-Litterman optimisation · IPS mandate · Full portfolio architecture
€750
Book Session
Price History
Adjusted closing price
MA20 MA50 MA200 VWAP
CAGR /yr ?
Ann. Volatility ?
Std dev of returns
Sharpe Ratio ?
Risk-adj. return
Sortino Ratio ?
Downside-adj.
Max Drawdown ?
Peak-to-trough loss
Portfolio Impact 🔒
— / —
Optimal Allocation · Missing Variable
w* = (μ − rf) ÷ (A · σ²)
This page has derived μ and σ for this asset. The optimal portfolio weight requires one more input — your personal risk aversion coefficient A. Without it, position sizing remains a guess.
Derive your A
Drawdown Profile
Underwater curve from rolling peak
Return Distribution
Monthly returns · Normal distribution overlay
Return Consistency
Monthly win rate · Average gain & loss · Gain-to-Pain ratio
Factor Attribution · Institutional Exposures
Risk & Return Decomposition · Full history · Range selection does not affect these metrics
CVaR / Expected Shortfall
Tail Risk Assessment
CVaR (Expected Shortfall) · Monthly 95th percentile · Benchmark comparison
Tail Risk Context
Rolling Beta vs S&P 500
63-Day Rolling Beta
Market sensitivity over time · β=1 moves with S&P · β>1 amplifies · β<0 inverts
Risk-Reward Map
Volatility vs Return
1-year annualised · Asset vs S&P 500 benchmark
Annual Returns Calendar
Calendarised Performance
Year-by-year return · Full history
Monthly Returns Heatmap
Monthly Return Heatmap
Each cell = one calendar month · Colour intensity = magnitude
Rolling Returns
Rolling Return Windows
1M · 3M · 6M rolling windows
1-Month
3-Month
6-Month
Performance Attribution vs S&P 500
Alpha · Information Ratio · Capture Ratios
1-year daily returns · Benchmarked against S&P 500 · Skill vs beta decomposition
Monthly Return Seasonality
Average Return by Calendar Month
Historical mean ± 1σ · Green = historically positive · Red = historically negative
Positive avg month
Negative avg month
±1σ range

⚠ Seasonality patterns are based on limited samples (typically 5–15 years = 5–15 data points per month). Statistical significance is low. The ±1σ bands indicate variability — wide bands suggest unreliable averages. Do not rely on seasonality alone for timing decisions.

Advanced Analysis 4 modules
Interactive Stress-Testing · What-If Module
Scenario Fragility Engine
Drag sliders to stress-test assumptions. CVaR and Monte Carlo metrics update in real-time to reveal mathematical fragility under adverse regimes.
Vol Spike+0%
Annualised volatility multiplier · 0% → +100%
Rate Hike (bps)+0
Additional basis points · discount rate impact on CAGR
Credit Spread (bps)+0
Spread widening bps · WACC drag & earnings headwind
Adj. CAGR
Stressed CVaR 95%
MC Median (10Y)
Stressed Sharpe
Ledoit-Wolf Covariance Shrinkage
Noisy vs. Regularised Covariance Matrix
Sample autocorrelation (noisy) vs. Ledoit-Wolf shrinkage estimator (institutional-grade)
Sample Cond.
Shrunk Cond.
Sample Covariance Noisy · High Cond. No.
Low
High
Shrunk Covariance Regularised · Stable
Low
High

Ledoit-Wolf shrinkage pulls the sample covariance towards a structured target (scaled identity), reducing estimation error in finite samples. Shrinkage intensity α chosen by analytical formula min||S−T||²/(n·||S||²). Lower condition number = more numerically stable portfolio optimisation and reduced Markowitz error amplification.

Historical Stress Tests
Crisis Scenario Analysis
Beta-adjusted drawdown simulation · Historical market crises
Peer Correlation Matrix
1-Year Return Correlations
vs. Sector Peers · Daily returns · Blue = positive · Red = negative correlation
Optimal Position Sizing · Coefficient-Derived
Allocation Weight by Risk Profile
Merton share · w* = (μ − rf) ÷ (A · σ²) · Computed from this asset's full-history statistics
w* = (μ − r) ÷ (A · σ²)
AggressiveA = 2.0 · High tolerance
38.4%
ModerateA = 4.5 · Balanced
17.1%
ConservativeA = 8.0 · Low tolerance
9.6%
Weights are computed from this asset's statistics but masked — your exact allocation requires your personal coefficient A, which determines how your utility function penalises variance.
Derive your A
Analyst Consensus
Valuation Multiples
Multiples vs Sector & History
Current multiple · Sector median · Est. hist. avg · Relative verdict · Sector data: 2024-Q4 (estimated)
MetricThis AssetSector MedianEst. hist. avgvs Sector
Load an asset to see valuation multiples
Relative Valuation Context
Position vs Sector & History
Visual positioning — where does this asset sit relative to peers?
Price Target & Fair Value
Analyst Price Target Model
Street consensus · Bear / Base / Bull scenarios
DCF Intrinsic Value Model
2-Stage Discounted Cash Flow
Adjust assumptions · Live recalculation
EPS (FWD)
Growth Yr 1-5
%
Terminal Growth
%
Ke / Discount Rate
%

⚠ DCF is highly sensitive to terminal assumptions. Bear = ½ stage-1 growth + 2% higher Ke. Bull = 1.5× growth + 1% lower Ke. Illustrative only — not investment advice.

Wealth Projection — Probability Fan Chart
50% Confidence
P25–P75 · Central outcome range · Gold
75% Confidence
P12.5–P87.5 · Amber probability cone
90% Confidence
P5–P95 · Outer tails · Red
Monte Carlo Wealth Projection
GBM simulation · 3,000 scenarios · Probability fan chart

⚠ GBM simulation. Drift options: Historical CAGR = past return extrapolated (may overstate for momentum stocks); Risk-Free Rate = conservative baseline; Zero = pure volatility scenario. GBM assumes constant volatility and log-normal returns — actual distributions exhibit fat tails and volatility clustering. Not a forecast.

This projection assumes a fixed allocation
The optimal fraction to hold is w* = (μ−r) ÷ (A·σ²) — uniquely determined by your risk aversion coefficient. Derive A to size the position correctly before interpreting these paths.
Derive A
Technical Signal Consensus
Signal Dashboard
RSI — Relative Strength Index
14-Day RSI
Overbought > 70 · Oversold < 30 · Last 252 sessions
MACD (12, 26, 9)
Histogram · Signal · MACD line
Bollinger Bands (20, ±2σ)
Upper/Lower = mean ± 2 std devs
Relative Strength vs S&P 500
Price Ratio Chart
Asset ÷ S&P 500 · Both indexed to 100 · Rising line = outperformance
Asset
S&P 500
RS Ratio
Financial Overview
Total Revenue
Annual · TTM
Net Income
Annual · TTM
Free Cash Flow
Annual · Operating – Capex
Price Momentum
Key Statistics
Valuation & Fundamentals
Source: Yahoo Finance · Most recent available data
Factor Quality Scores  · Piotroski-style quality · Sector-relative value · Internal estimates
Income & Cash Flow
Financial Summary
Most recent annual data · Yahoo Finance
Private Institutional Advisory
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A.L. Capital Advisory · Asset Lens v2.4
Yahoo Finance · 15-min delay
00:00:00 UTC