Aegis: Portfolio Risk
Macro regimes and stress test
About
This app provides investors with a detailed risk dashboard, going beyond simple portfolio tracking. It identifies current market regimes and simulates how your investments would perform under various stress scenarios, offering actionable alerts and comprehensive asset coverage.
What's New in Aegis
1.0.4
August 1, 2026
-Bug Fixed
Developer apps
FAQ
What is Aegis?
Aegis is a personal risk dashboard designed for investors. It helps you understand your portfolio's risk by identifying current market regimes and simulating performance under various stress scenarios.
Does Aegis provide investment advice?
No, Aegis is an educational tool. The regime labels, alerts, and scenarios are illustrations of risk frameworks and are not investment advice, recommendations, or solicitations to buy or sell securities.
What types of assets does Aegis support?
Aegis supports a wide range of assets including stocks, ETFs, options, physical gold, gold ETFs, cash with APY, US Treasury bonds with YTM, and cryptocurrencies like BTC and ETH.
How does Aegis ensure user privacy?
Your portfolio data is stored privately in your iCloud, encrypted and synced across your iPhone and iPad. Aegis does not require accounts or logins and does not collect telemetry on your holdings.
What market regimes can Aegis detect?
Aegis can detect macro regimes such as Crisis, Stress, Late Cycle, Neutral, Risk-On, and Recovery. These labels are derived from indicators like net liquidity, credit spreads, VIX, and the yield curve.
Can I test my portfolio in historical market events with Aegis?
Yes, Aegis allows you to stress test your portfolio against historical events like 2008, March 2020, and the dot-com bust, or you can create custom scenarios.
What kind of alerts does Aegis offer?
Aegis provides actionable alerts for concentration warnings, hedge-coverage gaps, regime changes, VaR breaches, and correlation clusters, each with a suggested action.
Is Aegis available on multiple devices?
Yes, Aegis is available on iPhone and iPad, with your portfolio data synced privately via iCloud.
