Ballzatram

AI-guided workbenches, simulations, games, and odd tools

Portfolio lens

Portfolio exposure decomposition

Turn position weights into factor exposures, concentration alerts, drawdown risks, and prioritized due-diligence questions.

CSV workflow

Guided intake

Start with a decision, not a blank prompt

The workshop guide uses these intake points to ask sharper questions before producing structured output.

Goal

What decision should portfolio analysis support?

Inputs

Which dataset, ticker, scenario, or assumption set should be trusted?

Constraint

What risk limit, horizon, or caveat should shape the output?

Output contract

Every useful answer becomes a card stack

Recommendation

What the workflow suggests and why it is not automatic advice.

Evidence

The metrics, chart movement, or model signal supporting the view.

Caveat

The assumption, missing data, or model risk that could change the result.

Next step

The most useful follow-up action before exporting or sharing.

Holdings loaded

18

Demo portfolio rows available for inspection

Top-5 weight

47%

Concentration requiring explicit review

Stress loss

-24%

Illustrative recession shock from demo settings

Professional review checklist

  • OKReject files with missing tickers or non-numeric weights.
  • OKReconcile total market value against source-of-truth statements.
  • OKSeparate model risk from position-sizing risk in the memo.

Empty state behavior

Upload a holdings CSV to replace the demo portfolio and populate concentration diagnostics.

Correlation is not causation. Results are model-dependent and assume regime stability.
Placeholders only. No payment gate.