Configuration

10%
1.00x
0

Pricing Source Distribution

Reported vs Verified Price Deviation (%)

Waterfall Pricing Detail

Isolation Forest

Autoencoder (Reconstruction Error)

Severity Scores — Both Models

Detection Overlap

Analyst Review Queue

NAV by Asset Class

ASC 820 Fair Value Hierarchy

GAV → NAV Fee Waterfall

Currency Exposure (USD Equivalent)

Live US Treasury Yield Curve

Level 2 Bond Spread Analysis

Duration & Credit Spread Profile

Level 3 Portfolio Summary

Unchanged Price Days (Last 10 Sessions)

Complete Portfolio Data

Methodology

1. FRED Yield Curve Integration (Level 2)

Live Treasury yields feed spread-based pricing for bond ETFs. Each bond has an assumed credit spread and duration; yield shocks translate to price impacts via ΔP ≈ -D × Δy.

2. Autoencoder Anomaly Detection

Architecture: 3 → 8 → 1 → 8 → 3 (PyTorch). Trained 200 epochs, Adam lr=0.005. Reconstruction error above the (1-contamination) percentile = anomaly. Consensus flag = EITHER model flags.

3. Level 3 DCF Valuation

FV = Σ[FCF_t/(1+r)^t] + TV/(1+r)^n. Terminal value: exit multiple (PE/RE/distressed) or par recovery (credit). 5×5 sensitivity heatmaps stress-test ±200bps discount rate × ±300bps growth rate.

4. Multi-Currency

GBP/EUR positions converted to USD via live FX rates. All NAV calculations in USD-equivalent.

Tech Stack