Broker Check
Stress Test Your Portfolio

Stress Test Your Portfolio

"How would my portfolio perform if ________ happened?"

With Riskalyze, knowing is instant.

Your portfolio can be stress tested for a variety of financial market scenarios, allowing you to gain a deeper understanding of the effects of these scenarios.  

How is your Risk Number calculated? 

The Risk Number is a proprietary scaled index developed by Riskalyze to reflect a “risk score” for both an investor’s unique Risk Fingerprint, or for a specific portfolio of investments.

A Risk Score mimics a speed limit sign, so a higher Risk Number means a higher level of risk and potential return.An investor’s Risk Fingerprint is a multi-dimensional variable reflecting the complexity of an individual investor’s risk tolerance. On the other hand, the Risk Number is a single-dimension variable designed to approximate the relative risk between people or portfolios. Thus, a “45” portfolio generally has more risk than a “44,” but two “45” portfolios may be quite different from each other. 

One of the most important drivers of the Risk Number is the measurement of downside risk: either the downside risk in the investor’s comfort zone (the range of risk to reward that they approve via risk questionnaire or Risk Target), or the downside risk in a portfolio as measured by the 95% probability range.

How Is Risk Calculated?  Learn About The Nobel-Prize Winning Framework

Riskalyze is the award-winning risk engineering technology that mathematically pinpoints your Risk Number, and then aligns your portfolio to match.

Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and their advisors to establish the correct amount of risk for their investments.

Riskalyze helps us ensure that your portfolio aligns with your investment goals and expectations.

Have a Question?

Thank you!