Portfolio Risk

Know what hits your book before the next risk review

Create portfolio books, add holdings, and track return, volatility, drawdown, VaR, Sharpe, concentration, liquidity risk, and scenario exposure. Then connect portfolio risk directly to market changes and model assumptions.

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monthly subscription · $399/mo · billed today

Books and holdings overview — Books · positions · market value · unrealized P&L

Book detail with returns, composition and priced holdings — Returns · composition · concentration · priced holdings

AAPL valuation run linked to a holding — AAPL · implied $144.21 vs current $314.58, assumptions and invalidators

Books

Create multiple portfolios, attach benchmarks (SPY, custom basket), and edit holdings, cash, and currencies inline.

Risk metrics

Return, volatility, beta, max drawdown, top-weight concentration, VaR, Sharpe, Sortino, and liquidity exposure per book.

Scenario exposure

Rate, FX, oil, credit-spread, and margin scenarios applied per holding and rolled up to the book.

Linked to models

Holdings tied to uploaded valuation models so risk and assumption review live in one place.

News & catalysts

Verifiable holding-level headlines mapped to drivers - no PR noise, no fabricated context.

Workspace review

Hand the book to the team with one click. Risk reviews logged alongside model and valuation reviews.

Get the full Workspace - models, valuations, portfolio, and impact brief.

One $399/mo workspace seat. Monthly subscription. Billed today.