Portfolio Risk · Institutional · v1.0

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See the Avena view.

Paste a CSV of your property holdings — or any list of Spanish coastal properties you're evaluating. Avena resolves each row (direct ref match or AVM lookup), then aggregates regime classification, weighted yield, Counterpart developer exposure, Genesis stress-test bands, and surfaces concentration flags. The artefact an investment committee uses to size positions.

Up to 500 rows·~2s per portfolio·API POST /api/v1/portfolio/analyze·Cite DOI 10.5281/zenodo.19520064
What you receive

Portfolio summary

NAV, weighted yield, weighted Avena Score, confidence, VaR-95 under Genesis stress.

Per-holding analysis

Resolved valuation, AVM confidence, regime classification, bull/base/bear bands.

Regime mix

NAV-weighted distribution across BULL / GROWTH / NEUTRAL / CAUTION / BEAR.

Counterpart exposure

Distribution by developer grade (AAV → DV). Distress flags surfaced.

Concentration flags

Geographic, single-property, regime, counterpart concentration calls.

Acquisition delta

If you provide acquisition_cost_eur, unrealised gain per holding.

CSV format
ref,town,type,built_m2,bedrooms,beach_km,energy,pool,acquisition_cost_eur
AP1-MAR-12345,Marbella,Villa,280,4,0.4,A,private,1850000
,Torrevieja,Apartment,95,2,0.3,B,communal,185000
,Estepona,Penthouse,180,3,0.5,A,communal,720000

ref is optional — when blank, Avena uses its AVM to value the row from town + type + built_m2. acquisition_cost_eur is optional — when provided, unrealised gain is computed per holding.

Procurement at /institutional · saved portfolios, batch over 500 rows, and white-label PDF on Desk tier and above.