BARRA USE4 METHODOLOGY

The same factor risk model used by the world's largest asset managers. 3,000+ equities. 70 risk factors. One terminal.

3,247
Equities
10+60
Risk Factors
<60s
Analysis Time
$0
Free Tier
Institutional analytics.
Zero infrastructure.
Full Barra USE4 factor decomposition, real-time risk metrics, and positioning intelligence — all running in your browser.
STOQ TERMINAL — PORTFOLIO ANALYSIS
Portfolio Vol
14.2%
1-Day VaR (95%)
-$34,200
Tracking Error
3.8%
Sharpe Ratio
1.42
FACTOR EXPOSURES (Z-SCORE)
Momentum
+1.8
Beta
+1.1
Size
+0.6
Value
-0.9
Volatility
-0.4
Leverage
+0.2
RISK DECOMPOSITION
Factor Risk 35%
Specific Risk 20%
Industry 17%
Concentration 13%
Residual 15%
Everything you need.
Nothing you don't.
Twelve specialized modules covering risk, positioning, macro, and portfolio construction.
B
BARRA USE4 MODEL
Full GLS cross-sectional regression across 3,000+ equities. The same methodology used by MSCI and top-tier funds.
R
RISK DECOMPOSITION
VaR, CVaR, tracking error, max drawdown, and loss probability. Multi-horizon with Newey-West correction.
F
FACTOR ANALYSIS
10 style factors + 60 GICS sub-industry factors. Z-score exposure with dynamic universe standardization.
M
MACRO DASHBOARD
FRED-powered yield curves, credit spreads, PMI regime detection. 20+ macro indicators with signal overlays.
S
SENTIMENT
AAII bull-bear spread, NAAIM exposure index, COT positioning for equities, VIX, gold, and crude oil.
A
MARKET BREADTH
% above 50D/200D EMA for US and Europe. Advance-decline lines and new highs/lows with historical context.
SI
SHORT INTEREST
Sector-level short interest breakdown with momentum scoring. Track the most crowded short positions.
13
13F CROWDING
Institutional ownership overlap matrix. See which names are crowded across the largest 13F filers.
C
CORRELATION REGIME
Rolling cross-asset correlation matrix with regime detection. Spot decorrelation breakdowns before they hit.
MC
MONTE CARLO
Fat-tail Student-t simulation with 10,000 paths. Probability distributions for portfolio P&L scenarios.
L
LIQUIDITY ANALYSIS
Days to liquidate by position. ADV participation rates and market impact estimates at multiple thresholds.
ET
MARKET MONITOR
Real-time cross-asset ETF monitor. Track sector flows, commodities, rates, and FX all in one view.
Three steps. Full risk picture.
No installation, no API keys, no infrastructure. Runs entirely in your browser.
1
ENTER POSITIONS
Type tickers and dollar amounts, paste from CSV, or connect via IBKR. Your data stays in your browser.
2
RUN THE MODEL
Barra USE4 engine runs cross-sectional regression across the full 3,000+ stock universe in under 60 seconds.
3
ACT ON INSIGHTS
Factor exposures, VaR, crowding signals, and positioning data. Everything you need to manage risk.
See it in action.
This is what a real analysis looks like inside the terminal.
STOQ TERMINAL — LIVE ANALYSIS
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