# Aegis: Portfolio Risk — Macro regimes and stress test

> Macro regimes and stress test (iPhone/iPad app by ismail in.)

- Source: https://appshunter.io/ios/app/aegis-portfolio-risk/id6769513604 (this page in markdown: same URL + `.md`)
- Developer: [ismail in](https://appshunter.io/developer/1878984518)
- Category: Finance, Education
- Price: Free
- Age rating: 4+
- Requires: iOS 17.0 · 3 MB
- Languages: English
- Released: 2026-06-19
- Data updated: 2026-08-06
- User reviews in markdown: https://appshunter.io/ios/app/aegis-portfolio-risk/id6769513604/reviews.md

## What is Aegis?

Aegis is a personal risk dashboard for investors who want more than a portfolio tracker.

While other apps show what your portfolio is worth, Aegis tells you what kind of market you're in — and what could happen if it changes.

— MACRO REGIME DETECTION —

The same classifier used by institutional risk teams, simplified for your portfolio. Crisis · Stress · Late Cycle · Neutral · Risk-On · Recovery. Labels derived from net liquidity, credit spreads, VIX, and the yield curve — refreshed throughout the day.

— STRESS TEST SCENARIOS —

See how your portfolio would have performed in 2008, March 2020, the dot-com bust, or a custom scenario you build with sliders. Per-position impact breakdown, recovery-time estimates, hedge-coverage percentage.

— CORRELATION ANALYTICS —

180-day rolling correlation heatmap. Beta vs SPY for each holding and portfolio-wide. Sector concentration. Convexity barbell (safe / hedge / risk).

— ACTIONABLE ALERTS —

Concentration warnings, hedge-coverage gaps, regime-change pushes, VaR breaches, correlation clusters. Each alert ships with a specific action — not noise.

— FULL ASSET COVERAGE —

Stocks · ETFs · options (with live Greeks via Black-Scholes) · physical gold · gold ETFs · cash with APY · US Treasury bonds with YTM · BTC · ETH. Live prices from Finnhub, Yahoo, NASDAQ, and FRED.

— PRIVACY —

Your portfolio lives in your private iCloud — encrypted, synced across iPhone and iPad, never visible to anyone but you. No accounts, no logins, no telemetry on holdings.

— EDUCATIONAL TOOL —

Aegis is a research and education tool. The regime labels, alerts, stress scenarios, and target allocations are illustrations of common risk frameworks. They are not investment advice, recommendations, or solicitations to buy or sell any security. Markets are volatile and prices shown can be delayed or wrong. Verify with your broker before acting. You alone are responsible for your investment decisions.

— BUILT FOR —

Investors who already use a broker but want to see their risk picture clearly. People who want to understand what would happen IF, not just what IS.


## Version history (last 5 releases)

### 1.0.4 — 2026-08-01

-Bug Fixed

### 1.0.3 — 2026-06-30

Smoother scrolling and more reliable price loading:

• Vertical scrolling now works consistently when your finger is on a 
  position row in the portfolio list

• The correlation heatmap no longer blocks vertical scroll

• Removed the broken pull-to-refresh — the refresh button in the toolbar 
  already syncs in seconds

• Live quote fetching is more resilient: automatic retries on rate-limit 
  errors plus a backup data source, reducing the chance of seeing 
  portfolios with missing prices

### 1.0.2 — 2026-06-25

- Fixed daily P&L calculation (could show inflated values for portfolios 
  with options)
- Tap any position to see full details
- Swipe-left for quick delete
- Edit positions without removing and re-adding
- Portfolio value now shows instantly on launch with last-known prices 
  (no more stale figures)

### 1.0.1 — 2026-06-20

• Fixed: Daily P&L calculation incorrectly inflated for portfolios with options
• Fixed: Option market value now uses live theoretical pricing when NASDAQ quote briefly fails — no longer falls back to purchase cost

### 1.0.0 — 2026-06-19

No release notes.

## More apps by ismail in

- [Prayer Tracker & Daily Hadith](https://appshunter.io/ios/app/prayer-tracker-and-daily-hadith/id6759488114)
- [Rumi AI: Path to Wisdom](https://appshunter.io/ios/app/rumi-ai-path-to-wisdom/id6785054842)

All apps by ismail in: https://appshunter.io/developer/1878984518

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-06.*