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Preview — this feature is shipping May 2026. You can read the full methodology now.

Portfolio IntelligenceComing May 20267 min read

Hidden Correlation — Risks You Cannot See in the Allocation Table

The Hidden Correlation Engine detects when positions in different modules share the same underlying risk — same BTC exposure, same counterparty, or concentrated short volatility.

TL;DR

The Hidden Correlation Engine detects when positions in different modules share the same underlying risk — same BTC exposure, same counterparty, or concentrated short volatility.

Why This Exists

Diversification across modules does not guarantee diversification of underlying risk. A portfolio holding Nexo in two modules has counterparty concentration invisible in the allocation table. Hidden correlations caused the largest losses in 2022.

How It Works

Three checks: (1) Counterparty Match — same provider/parent entity. (2) BTC Delta Overlap — correlated BTC exposure. (3) Short Volatility Concentration — positions losing together when volatility spikes. Counterparty above 30% triggers a hard warning.

What You See in the Platform

A "Hidden Risks" panel listing detected correlations with affected positions and combined capital percentage.

Screenshot will be added when the feature ships.

Where to Go Next

Read Constraint-Based Allocation for concentration limits, or Second-Order Stress for cascade modelling.

Next up

Constraint-Based Allocation — Guardrails That Prevent Concentration

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