Trellis Strategies Tools

Screens, analytics, and allocation views. Built to ship.
Trellis Strategies Home Our Substack Explore Our Blog

Portfolio AGAD Analysis

Analyze your portfolio allocation across Attack, Guard, Adapt, and Defend genres. Enter positions manually and see how your portfolio maps against AGAD benchmarks.

Open Open →

AGAD Classifier

Upload a new fund or asset csv to determine which genre it belongs to and determine if it is a good addition to the portfolio

Password Open →

Minimal Drawdown Screen

Put write shortlist. Third Friday vs Month End. Ranked by premium.

Password Open →

3 Sigma Movers

Placeholder for your 2M directional move screens and filters.

Soon Open

AGAD Portfolio (ETF)

Portfolio viewer for your ETF sleeve. Reads the portfolio CSV from the server and renders holdings and analytics ready fields.

Password Open →

AGAD Portfolio (ETF plus Smart Beta)

Locked for now. Same viewer, extended sleeve definitions and smart beta overlays will plug in later.

Locked Open →

AGAD Portfolio (ETF plus Smart Beta and Orthoganal Alpha)

Locked for now. Future orthogonal alpha sleeve, attribution, and overlay notional logic will be added here.

Locked