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Home Portfolio Watchlists Lab Backtest Risk

Tax-aware · FIFOConsolidated

LIVENYSE — · ETFEED MKT · — msBUILD d4ee397

ALAN is not a broker-dealer or investment advisor. All data is informational only and does not constitute investment advice. Past performance does not guarantee future results.

Portfolio · LabFORK MODEL · SOON

Hypothetical portfolios.

Build mock allocations, run optimization (max-Sharpe, min-variance, risk-parity), see rebalance and tax-loss-harvest suggestions, and stress them against geopolitical scenarios.

Lab · fork-vs-source

FORK MODEL · COMING SOONCOMING SOON

Lab is a tagged copy of a live portfolio. Resync from source pulls live changes back into the fork; Commit to live pushes proposed changes the other way. Every step is journaled.

Source · live portfoliosnapshot

Equity / FI / Cash—

Top weight—

Beta to SPX—

Avg duration (FI)—

Yield—

VaR 95% (1d)—

Lab · proposed— CHANGES

Equity / FI / Cash— —

Top weight— —

Beta to SPX— —

Avg duration (FI)— —

Yield— —

VaR 95% (1d)— —

Proposed changesdrag to reorder execution

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Backtest · last 5 yearsLab vs Source

Side-by-side equity curve renders here when the backtest runs.

Stress · Lab5 scenarios

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Lab · Source

Decision log— entries

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Existing optimization + war-risk + stress-scenario panels stay below

Portfolio · Lab

Holdings · risk · optimization · backtest.

Mock allocations · efficient frontier · Monte Carlo · stress scenarios

Holdings

Total weight100.0%

Settings

Benchmark

Risk-free rate

Lookback period

Quick start

War Risk · Active Zones

9 zones

Ukraine (all fronts)

active-war

Full-scale Russia-Ukraine war since 2022-02; ongoing kinetic ops

Sudan

active-war

RSF vs SAF civil war since 2023-04; SAF recaptured Khartoum Jan 2026; 150,000+ killed; 13.6M displaced; famine confirmed in multiple regions; world's most severe humanitarian crisis

Iran / US-Israel

active-war

US-Israeli air war against Iran since Feb 28 2026; Strait of Hormuz blockaded; largest oil supply disruption in modern history; IRGC retaliation ongoing

Gaza / Israel

ceasefire-violated

Ceasefire since Oct 2025 but widely violated; Israel continues near-daily airstrikes; 856+ Palestinians killed since ceasefire; Phase 2 stalled

Myanmar

active-war

Full civil war since 2021; junta controls only 21% of territory; 75,000+ total deaths; 5.2M displaced; resistance forces control 42% of territory

DRC (Eastern Congo)

active-war

M23 captured Goma Jan 2026 and Bukavu Feb 2026; 25M face acute food insecurity; Rwanda-DRC relations severed

Red Sea / Bab el-Mandeb

sustained-attacks

Houthi attacks paused Nov 2025-Feb 2026; resumed Feb 28 2026 after Iran war; ballistic missile strikes on Israel resumed Mar 2026; Operation Prosperity Guardian active

Sahel (Mali/Burkina/Niger)

sustained-insurgency

Coordinated attacks in Bamako Apr 2026; Burkina Faso government controls only 40% of territory; Alliance of Sahel States 15,000-strong joint force deployed; Wagner/Africa Corps presence

Taiwan Strait

grey-zone-coercion

PLA median-line incursions; cable-cutting pattern; no kinetic

curated (2026-05) — cites ACLED, ISW, UN OCHA, CSIS, CENTCOM, IISS public reporting

Portfolio Stress · Trade-Lane Exposure

Asia-EU

w35

Asia-USEC

w25

Middle-East-Asia

w25

Europe-USEC

w15

derived from curated chokepoint severity + TEU weights

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—

Step	Action	Symbol	Qty	Est. px	Est. notional	Tax impact	Reason
1	—	—	—	—	—	—	—
2	—	—	—	—	—	—	—
3	—	—	—	—	—	—	—