Proprietary Analytics
Risk Number®
95% Historical Range™
Riskalyze GPA®
Detailed Portfolio Stats
Risk and Reward
Diversification
Modeled Performances, and more features
Visual Examples
Stress Tests
Scenarios
(Click on the button to take the quiz)
Proprietary Analytics
These tools help to check how your risk tolerance aligns with how you're currently invested.
Risk Number® (range: 1-99)
Your risk tolerance rating can be compared to your current portfolio holdings to see if everything is aligned.
95% Historical Range™
The historical calculation of a a Six Month Value At Risk (VaR) using a variety of statistical inputs, based on the price history (expense ratios, dividends, etc.) at the holding level.
Riskalyze GPA® (range: 1.0-4.3)
Quantitative demonstration of the relationship between expected performance and expected downside risk over the next 6 months.
Detailed Portfolio Stats
Advanced portfolio analytics that take a deeper dive into the results from your Proprietary Analytics findings.
(Image: Risk-Reward Heat Map)
Risk and Reward Heat Map
See a visual representation of potential risk (red bar), potential return (green bar) and the amount of risk that is diversified out by inverse correlations (gold bar), given the data model selected.
Diversification
The summary picture of the portfolio's overall diversification is presented through three distinct lenses: Correlation, Diversified Risk, and 95% Historical Capture.
Modeled Performances
The Modeled Performance widget facilitates a deep historical and statistical analysis of your portfolio, up to 5 comparisons, and a benchmark.
Visual Examples
These tools help to check how your risk tolerance aligns with how you're currently invested.
(image: Stress Tests)
Stress Tests
Your advisor will use benchmark Stress Tests to show the historical S&P performance of an event, plus what your portfolio is likely to do if the same market conditions occur again. The 5 events include the 2013 Bull Market, 2008 Bear Market, Financial Crisis, Interest Rate Spike and 2020 Pandemic.
Scenarios
Further explore the selected hypothetical - viewing projections for additional benchmarks and comparators, along with switching over to Historical mode to model past performance during the indicated time period.
Investor Age: 20 Years
This investor has a high range Risk Number, suggesting that she has a significantly-high risk tolerance.
She likely focuses on investments that embody aggressive growth strategies.
Investor Age: 35 Years
This investor has a relatively high range Risk Number, suggesting that he has an aggressive risk tolerance.
He likely focuses on investments that are structured with the intent of portfolio growth.
Investor Age: 52
This investor has a mid-to-high range Risk Number, suggesting that he has a more balanced risk tolerance.
He likely focuses on more conservative investments that are between total return and growth-oriented.
Investor Age: 74
This investor has a low range Risk Number, suggesting that she has a much more conservative risk tolerance.
She likely focuses on investments that strive for income or preservation of capital.
