Quantory - Portfolio Management

Tip

Use this page to review saved allocations and jump back into the allocation workflow when needed.

Saved Portfolios

Select a saved portfolio to view details.

New Allocation

Annual Return

Annual Volatility

Sharpe

Max Drawdown

PA-011

Compare this saved portfolio against SPY or a 60/40 baseline over the last year.

Select a portfolio to compare benchmarks.

Metric	Portfolio	Benchmark	Delta
No benchmark comparison yet.

Rename

Renaming updates the saved portfolio record.

Notes

Ticker	Weight
Select a portfolio to view holdings.

View lineage runs and inspect diffs in weights/metrics over time.

Select a portfolio to load run history.

Run	Saved At	Method	Return	Sharpe	Diff Summary	Action
No run history loaded.

Select a run

Choose "View Diff" on a run to inspect metric and weight changes.

Apply rate/volatility shocks plus drawdown replay using last-year series.

Rate Shock (bps) Volatility Shock (%) Replay Window (days)

Select a portfolio to run stress scenarios.

Scenario	Annual Return	Annual Volatility	Max Drawdown	Horizon Return
No stress test run yet.

Enter current weights directly, or derive them from shares and price inputs. You can apply transaction costs and minimum trade/position constraints.

Portfolio Value ($)

Ticker	Target Weight	Shares	Price ($)	Current Value	Current Weight
Select a portfolio to enter current weights or values.

Drift Threshold (%) Transaction Cost (bps) Min Trade Value ($) Min Position Value ($)

Presets:

Run rebalance analysis to view drift score, actions, and optional trade notionals.

Assumptions will appear after analysis.

Timing assistant insights appear after analysis.

Ticker	Target	Current	Drift	Action	Execution	Delta to Target (Weight)	Delta to Target ($)	Estimated Cost ($)
No rebalance analysis yet.

Performance (last 1 year) (optional)

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