Aegis Portfolio Risk Dashboard

What is Aegis?

Aegis is a personal early warning system for portfolio risk management. It monitors quantitative macro indicators from free and low-cost data sources and alerts you when risk conditions suggest defensive positioning. The goal is to avoid major drawdowns (>20%), not to time every 5% dip.

Four Layers of Defense

• Canary (Daily) — EM credit, bank performance, copper/gold ratio, SKEW. Early warning from adjacent markets. View →
• Tactical (Daily) — VIX, credit spreads, trend, cross-asset correlations. Fast triggers for rapid response. View →
• Strategic (Weekly) — Recession risk, credit stress, valuation, liquidity, positioning. Fundamental macro regime assessment. View →
• Narrative (Daily) — NexusMind news analysis across geopolitical, financial, and regulatory categories. Context for why signals fire — does not trigger actions. View →

Alert Tiers & Equity Allocation

• GREEN Normal conditions. Stay the course. Equity: 100%
• YELLOW Elevated risk. Reduce exposure. Equity: 70%
• ORANGE High risk. Significant reduction. Equity: 50%
• RED Severe risk. Maximum defensive. Equity: 30%

For full methodology details, see the Methodology page.