Portfolio Value
$1.27M
+2.1% MTD
BHP45.82+1.2%CBA131.44-0.4%AUD/USD0.629+0.2%GOLD3112+0.8%WTI69.86-1.9%BTC84.2k+1.4%ETH1,965+2.3%CSL288.10+0.7%MQG218.75+1.4%FMG18.44-2.1%VIX21.4-6.1%BHP45.82+1.2%CBA131.44-0.4%AUD/USD0.629+0.2%GOLD3112+0.8%WTI69.86-1.9%BTC84.2k+1.4%ETH1,965+2.3%CSL288.10+0.7%MQG218.75+1.4%FMG18.44-2.1%VIX21.4-6.1%BHP45.82+1.2%CBA131.44-0.4%AUD/USD0.629+0.2%GOLD3112+0.8%WTI69.86-1.9%BTC84.2k+1.4%ETH1,965+2.3%CSL288.10+0.7%MQG218.75+1.4%FMG18.44-2.1%VIX21.4-6.1%BHP45.82+1.2%CBA131.44-0.4%AUD/USD0.629+0.2%GOLD3112+0.8%WTI69.86-1.9%BTC84.2k+1.4%ETH1,965+2.3%CSL288.10+0.7%MQG218.75+1.4%FMG18.44-2.1%VIX21.4-6.1%
SPECTRE — AI Portfolio Intelligence
See your portfolio risk score
in 60 seconds.
Import your broker, super, and crypto holdings. SPECTRE calculates your risk score, runs Monte Carlo simulations, and lets you ask AI questions about your own portfolio — free to start.
Built for Australian investors · No card required · Cancel anytime
spectre-assets.com / dashboard
Import Sources
8
Broker, super, crypto, bullion
AI Coverage
24
Holdings + research context
Monte Carlo
500
1Y simulation paths
AI Risk Snapshot — 72 / 100 (Elevated)
Concentration · VaR95 · Expected Shortfall · Beta · Tracking Error
Source Mix
ASX Equities32%
Super28%
Funds / ETFs16%
Crypto + Bullion24%
8
Import Sources
12+
Risk Signals
500
Monte Carlo Paths
3
Quant · AI · Research
AI Portfolio Analyst
Ask your portfolio
with context.
Not generic finance chat. SPECTRE AI reads your holdings, live pricing, benchmark risk, research terminal data, and saved snapshots before it answers.
AI ConsoleAll Plans
› What is most likely influencing the value of my current holdings right now?
Your top drivers today are bank concentration, AUD weakness, and the commodity sleeve. CBA and NAB are lifting portfolio value, while FMG and WTI-linked energy exposure are adding downside volatility. Risk remains elevated because the top 3 positions are 42% of the book and 1-day VaR 95% is above your recent median.
What AI Reads
Holdings, weights, live quotes, sector mix, benchmark risk, research signals, and snapshot history.
What AI Returns
Portfolio drivers, holding-level explanations, risk flags, next actions, and confidence-based follow-up checks.
Research Terminal
Live market context for every answer.
The same research system feeding the product: ASX, macro, earnings, crypto, commodities, oil, gold, treasury curves, and FRED/CFTC signals in one place.
Live Core Tape
ASX 200, AUD/USD, VIX, gold, WTI crude, BTC, ETH, and SOL with live hero cards.
ASX Equities
Top constituents, sector breadth, gainers/losers, analyst targets, and interactive stock charts.
Macro & Commodities
Treasury curve, central-bank rates, FX, gold, oil, inflation, and risk-on / risk-off context.
FRED + CFTC
Credit spreads, breakevens, money supply, Fed balance sheet, and managed-money positioning.
12 ASX Earnings Names
Calendar, surprises, fundamentals, and preview context for banks, miners, healthcare, and energy.
News + Calendar
Headline feed, economic calendar, and session context ready to feed the AI workflow.
Import PortfolioStep 01
Drop CSV or XLSX files hereSuper · ASX · Crypto · Funds · Bullion
📄commsec_export.csv✓
📄spaceship_super.csv✓
📄coinspot_wallet.xlsx✓
Normalized HoldingsStep 02
TickerSourceWeightValue
BHPCommSec7.3%$92.7k
CBACommSec5.1%$64.8k
BTCCoinSpot4.4%$55.9k
VDHGVanguard18.2%$231k
SUPERSpaceship28.1%$356k
Risk DashboardStep 03
Risk Score
72
Elevated — Monitor Concentration
VaR 95%2.1%
Max Drawdown−11%
Concentration42%
01 — IMPORT
Import Every Source
Bring in broker, super, crypto, fund, savings, tax, and bullion exports without rebuilding your spreadsheet stack.
02 — NORMALIZE
Build Portfolio Context
SPECTRE merges holdings, prices, sectors, account buckets, snapshots, and benchmark context into one AI-ready workspace.
03 — REVIEW
Ask, Simulate, Monitor
Run AI analysis, Monte Carlo scenarios, VaR and drawdown checks, and live dip alerts from the same system.
Features
One AI-native workspace across quant, research, and monitoring.
AI Portfolio Analyst
Natural-language answers grounded in holdings, weights, live pricing, snapshots, and research context.
Cross-Source Ingestion
CommSec, broker exports, super, ETFs, funds, crypto, savings, tax reports, and bullion in one workflow.
Quant Risk Engine
Risk score, VaR95, Expected Shortfall, beta, tracking error, correlation, drawdown, and data-quality checks.
Research Terminal
ASX, macro, earnings, crypto, commodities, FRED signals, central-bank rates, and CFTC positioning.
Monte Carlo & Stress
500-path portfolio projections with bull, base, and bear outcomes tied to your imported holdings.
Alerts & History
Snapshot history, data-quality confidence, and dip alerts so AI has memory and you have follow-through.
Dashboard Preview
What the live system actually tracks.
Risk Engine SurfaceQuant Signals
Concentration82
Expected Shortfall74
Tracking Error58
Beta vs ASX 20063
Data Quality91
Portfolio Drawdown (12-Month)Max -11%
Portfolio Exposure MixCross-Source
ASX Equities
32%
Super
28%
Funds / ETFs
16%
Crypto
12%
Bullion
8%
Cash
4%
Monte Carlo Projection (1Y)500 Paths
P90
$1.62M
P75
$1.49M
P50
$1.36M
P25
$1.22M
P10
$1.08M
Security
Your data stays yours.
No data selling
Your portfolio is used only to generate your workspace. We don't share or sell it.
Delete anytime
Clear holdings, snapshots, and alerts from the dashboard whenever you want.
Secure accounts
scrypt password hashing, secure cookies, and Stripe-hosted checkout.
Hardened hosting
HTTPS with CSP, HSTS, anti-framing headers, and encrypted backups.
Pricing
Start with the AI workspace you need.
One private workspace per account. Upgrade from quant + AI basics to full research and pro analytics anytime.
Free
$0/month
Your private quant dashboard with foundational AI access.
- Multi-source CSV/XLSX import
- Quant dashboard with risk score, VaR, drawdown, and exposure views
- 3 AI sessions per month
Most Popular
Plus
$2.99/month
The full research stack plus more AI usage.
- Everything in Free
- 20 AI sessions per month
- Market research terminal
- Dip alerts and snapshot history
Pro
$9.99/month
The full AI analyst workflow with the deepest quant tooling.
- Everything in Plus
- Unlimited AI queries
- Monte Carlo simulation and stress projections
- Expected Shortfall, beta, tracking error, and deeper benchmark analytics
Why SPECTRE?
An AI company built around portfolio context.
Other Approaches
✕Generic chat tools with no view of your actual holdings
✕Portfolio apps with charts but no real research context
✕Manual spreadsheets for super, crypto, bullion, and broker accounts
✕No Monte Carlo, benchmark sensitivity, or tail-risk layer
✕No alerts, snapshots, or memory between decisions
SPECTREAI-Native
✓AI answers grounded in holdings, pricing, benchmarks, and research
✓One unified workspace across quant, AI, and live research
✓Automated normalization across super, broker, crypto, bullion, and funds
✓VaR, ES, drawdown, beta, tracking error, and Monte Carlo in one system
✓Alerts, snapshots, and market-linked monitoring built in
FAQ
Common questions.
SPECTRE accepts CSV and XLSX exports from major Australian brokers, superannuation funds, crypto exchanges, and bullion dealers. If your platform exports a spreadsheet, SPECTRE can likely normalize it.
Yes. SPECTRE uses modern password hashing, HTTPS with CSP and HSTS headers, encrypted backups, and Stripe-hosted checkout. Your portfolio data is never sold or shared.
The risk score is a 0 to 100 portfolio health signal built from concentration, drawdown, VaR and Expected Shortfall, benchmark sensitivity, volatility, and data quality confidence.
Every plan gets the same holdings-aware AI workflow, but usage limits differ. Starter includes 3 AI sessions per month, Plus includes 20 per month, and Pro unlocks unlimited AI plus the deepest quant analytics.
The research terminal covers ASX equities, earnings, macro, crypto, commodities, oil, gold, central-bank rates, treasury curves, FRED macro signals, CFTC positioning, analyst targets, and live market news.
Yes. Subscriptions are managed through Stripe and can be cancelled at any time from your billing portal.
Start free — no card required
Give your portfolio an AI analyst.
Import your first files and open Quant, AI, and Research in one private workspace.