Axiocairn

Axiocairn is a portfolio risk research tool that checks your holdings before you trade. Key capabilities: • Concentration measurement (HHI) and largest-position weight • ETF look-through to reveal hidden single-stock exposure • Exposure breakdown across your holdings • Historical volatility and beta versus SPY • Stated-assumption scenario analysis • Data date, method, and limits shown for every number Many portfolios that look diversified hold only five names or hold the same stocks through several ETFs. Paste your weights into Claude or ChatGPT, and Axiocairn shows how concentrated the portfolio really is after ETF look-through. Each figure includes the data date and the window it covers, so you can see what the number is based on and when it was calculated. The scenario tool runs a stated assumption against your current weights, so you can see how the portfolio would respond under a defined condition. Axiocairn does not forecast returns or recommend trades. It presents the measurements and their limits so you can judge the risk yourself. Historical examples in the Risk Desk are labeled as such and are not current assessments. Built for individual investors, financial advisors, and small investment teams who want the numbers a risk team would ask for without building their own models. Use it to review position sizing, check overlap between funds, and document risk before a rebalance. Not investment advice.