In DevelopmentResearch
Portfolio Aggregator
Consolidate holdings into one view with allocation, exposure and performance analytics.
Trading Terminal · Research & Portfolio
Performance & Risk Research
Drawdown analytics, performance visualization, historical strategy evaluation, exposure and scenario analysis.
In Development — Targeting December 2026
RISKPerformance & Risk ResearchStrategy: Trend-20 multi-asset (sample)Concept render · illustrative data
Equity curve & underwater DD
Period 80Equity 103.7DD -4.8%
Scenario shocksclick a scenario
| Scenario | Portfolio | NIFTY |
|---|---|---|
| Equities −10% | -6.1% | -10.0% |
| BTC −20% | -1.9% | -0.2% |
| Crude +15% (MCX) | +0.7% | -1.6% |
| INR −5% vs USD | +1.2% | +0.4% |
Statistics · all 80 periods
- Max drawdown
- -4.8%
- Return
- +2.5%
- Volatility (ann.)
- 13.9%
- Sharpe (sample)
- 0.64
- Hit rate
- 46%
- Costs modelled
- Yes
Scenario · Equities −10%
Portfolio-6.1%
NIFTY-10.0%
NSE sleeve −9.1% · US sleeve −8.4%
Exposure by market
NSE equities31%
US equities18%
MCX12%
Crypto9%
Forex6%
Cash12%
RISK · sample strategy · incl. costs · past results do not guarantee future performanceSIMULATED DATA · NOT LIVE · IN DEVELOPMENT
Demo data · simulated feed. Illustrative only — not live market data and not investment advice. Try it: click rows, tabs and controls.
Demo AvailableA working demonstration exists and has been shown publicly. It is not yet available to users.
Overview
Returns are only half of a performance story. How deep were the drawdowns, how long did recovery take, how concentrated was the exposure, and what happens under a stress scenario — these decide whether a strategy or portfolio is survivable.
This module is specified to measure risk as carefully as return: drawdown curves, rolling performance, historical evaluation of rules-based strategies, and exposure and scenario analysis.
Demonstrated in the ORVINUS feature series
Capabilities
What It Is Designed to Do
Intended capabilities. The released feature may differ.
Drawdown analytics
Depth, duration and recovery of every drawdown.
Performance visualization
Equity curves and rolling return and volatility.
Historical strategy evaluation
Rules-based strategies tested against history, with costs included.
Exposure and concentration
Sector, instrument and factor exposure.
Scenario analysis
Portfolio impact of defined market shocks.
Stress Reactor
Shock sliders for index moves, implied volatility and time, with a profit-and-loss waterfall and a surface view for options positions.
In practice
Workflow & Limits
Intended workflow
- Select a portfolio or strategy.
- Review drawdowns and rolling metrics.
- Run scenarios to test resilience.
What to keep in mind
- Historical and simulated results do not guarantee future performance.
- This page describes a feature in development. It is not available to use yet.
Related
Works Well With
In DevelopmentResearch
Historical Market Replay
Replay past sessions bar by bar with full playback controls — to study setups and practice decisions without hindsight.
ConceptScanners
Smart Trade Finder
Rule-based opportunity discovery that explains each setup and visualizes its risk and reward before you act.
Coming Soon — Targeting Late 2026
Interested in Performance & Risk Research?
Register your interest in the ORVINUS Trading Terminal and tell us that Performance & Risk Research is what caught your attention.
Registration records your interest. It does not guarantee access to testing or the product.