What You'll Receive
A comprehensive risk assessment report covering your actual portfolio — not a generic demo.
- Value at Risk (VaR) and CVaR — at multiple confidence levels (95%, 99%) and horizons (1-day, 10-day)
- Component VaR — top risk contributors at the security level
- Stress testing — portfolio impact under historical scenarios (2008 GFC, COVID-19, rate shocks)
- Exposure analysis — by asset class, sector, country, and currency
- Liquidity analysis — liquidation timeline and liquidity profile
- Sensitivity metrics — duration, KRD, credit spread sensitivity (where applicable)
Sample Report Preview
Here's what a typical risk assessment report looks like — a comprehensive dashboard covering VaR, exposures, stress testing, and more.
How It Works
1
You Send Holdings
Share a holdings file (CSV) with your positions and quantities. USD denominated. We provide a template.
2
We Run Risk
We load your portfolio, source reference and market data, and run the full risk engine.
3
You Get the Report
We deliver a comprehensive risk report — and optionally walk you through the findings.
Supported Asset Classes
Your portfolio can include any combination of:
Equities
Individual stocks and equity positions
Fixed Income
Government and corporate bonds
Equity Options
Listed options on equities and indices
Equity Futures
Index and single-stock futures
ETFs
Equity and fixed income ETFs
USD Only
All positions denominated in US dollars (our platform supports multi-currency — assessment is USD only)
Who This Is For
CIOs, COOs, portfolio managers, and risk officers at:
- OCIO providers — managing multi-asset portfolios across multiple institutional clients
- Registered Investment Advisors (RIAs) — looking for institutional-grade risk analytics
- Asset managers — running equity, fixed income, or multi-asset strategies
- Asset owners — pension funds, endowments, and foundations seeking portfolio transparency
Request Your Free Assessment
Fill out the form below and we'll send you a CSV template and next steps.