Aagna provides portfolio risk intelligence for investors, continuously stress‑testing concentration, volatility, correlation, tail risk, sector exposure, and drawdown to reveal hidden vulnerabilities. Its platform delivers a single Aagna Risk Score and a scenario lab that simulates market shocks, helping users identify over‑concentration and hidden correlations before losses occur.
- Data & Analytics
- Financial Technology
Funding
Founders
Product
Problem
Retail investors often lack visibility into the hidden risks within their portfolios, such as concentration in single names, sector overlap, and high correlation among holdings. Without systematic stress‑testing, they cannot anticipate how market shocks—like a sudden 15% weekly decline—will affect their positions, leading to unexpected losses.
Solution
Aagna provides a quantitative risk intelligence platform that continuously monitors six risk dimensions: concentration, volatility, tail risk, sector exposure, drawdown, and correlation. The system generates a single Aagna Risk Score that summarizes overall portfolio risk and highlights specific weaknesses. Its Scenario Lab lets users simulate market shocks, revealing hidden over‑concentration and sector stacking before losses occur. An Options Risk Layer adds advanced Greeks, tail‑loss modeling, and volatility shock simulation for options‑heavy portfolios. The platform operates quietly in the background, delivering risk alerts without requiring manual oversight, and is offered on an invite‑only basis to ensure focused onboarding.
Target Audience
Primary users are retail investors and individual traders who manage diversified equity and options portfolios and seek systematic risk oversight beyond simple return tracking.
Features
- Continuous monitoring of six risk axes with real‑time scoring and trend visualization
- Scenario Lab for customizable market‑shock simulations, including severe downside events
- Options Risk Layer providing net Greeks exposure, DTE clustering detection, and tail‑loss modeling
- Automated detection of hidden sector overlap and single‑name concentration limits
- Transparent risk discipline engine that flags violations of predefined risk thresholds