Risk Analytics
Measure portfolio VaR, factor exposure, concentration, drawdown, and contribution to risk from one connected analytics layer.
Learn more about Risk AnalyticsThe Portfolio Risk Analytics Solution for Independent Investors & Fund Managers
Genesis Risk Monitor is an analytics platform for portfolio stress testing, real-time exposure measurement, scenario analysis, and multi-asset risk attribution.
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Capabilities
Four pillars of institutional risk intelligence.
Scenario Analysis
Replay historical shocks, model custom scenarios, and compare NAV, P&L, VaR change, drawdown, and recovery impact side by side.
Learn more about Scenario Analysis
Market Intelligence
Track market breadth, macro indicators, inflation trends, sector heatmaps, and volatility context inside the same review workspace.
Learn more about Market Intelligence
Review Workflows
Turn live analytics into customizable workspaces, proposal drafts, client-ready exhibits, and repeatable committee review packs.
Learn more about Review WorkflowsPortfolio Risk
Decompose every basis point of risk in your portfolio.
The Portfolio Risk module breaks down VaR, volatility, tracking error, factor attribution, and correlation by holding and model group so users can see where risk is concentrated and how it may shift under reallocation.
- Position-level VaR contributionMarginal and component VaR for each holding, reviewed in context.
- Multi-factor attributionMarket, style, sector, credit, currency, and macro drivers in one view.
- Correlation matrixCross-asset correlations with portfolio and factor-level context.
- Look-through diagnosticsIdentify exposure patterns that simple allocation labels can hide.
VAR / FACTOR / CORRELATION
Market Insights
Macro context, fused into the risk view.
Volatility analytics, macro indicators, sector heatmaps, term structures, and curated market context sit alongside portfolio views so users can inspect regime changes before they translate into drawdown.
- Volatility analyticsRealized volatility, index comparison, and term structure views.
- Macro indicator feedCPI, unemployment, policy rates, and event calendars with context.
- Sector heatmapsOne-day, intraday, and rolling-period lenses for market breadth.
- Market news workflowTime-stamped market events tied to active research routines.
VOL | MACRO | SECTOR
Scenario Analysis
Pressure-test portfolios against history, or anything you can model.
The Scenario Analysis combines historical regimes with flexible custom shocks. Run stress scenarios in parallel and compare NAV, P&L, VaR change, drawdown, and recovery impact side by side.
- Historical replay library2008 GFC, COVID shock, EM crises, rate shocks, and credit stress scenarios.
- Custom multi-factor shocksDefine equity, rate, credit, FX, and commodity shocks for portfolio review.
- Drawdown and recovery modellingWaterfall visualization with annotated recovery paths.
- Sensitivity sweepsVary one parameter across a range and review portfolio response.
SCENARIOS | IMPACT | RECOVERY
Solutions
One solution for every need.
Genesis Risk Monitor adapts across self-directed investing, analyst-led review, and enterprise team workflows without forcing each audience into a different product surface.
Retail
Connect holdings, monitor downside risk, and make portfolio review part of a disciplined personal investing workflow without enterprise software overhead.
Learn moreAnalysts
Move from portfolio review into research, proposal preparation, and client-facing workflows using one connected stack of analytics and outputs.
Learn more
Enterprise
Give teams shared workspaces, scenario controls, and repeatable reporting surfaces that scale across desks, stakeholders, and operating cadences.
Learn moreFAQ
Common questions before moving risk review into one workspace.
The product is built for daily portfolio review, not occasional screenshots. These are the questions teams usually ask before starting a trial or booking a workflow walkthrough.
Need a workflow-specific answer?Talk through your setup
Who is Genesis Risk Monitor built for?
Genesis Risk Monitor is designed for independent investors, advisors, and fund managers who need professional-grade portfolio risk review without stitching together a full enterprise data stack.
What data feeds the analytics?
The platform combines connected brokerage positions, benchmark and market data, macro indicators, and saved workspace context in one analytics layer so dashboards, scenarios, and reporting all read from aligned inputs.
Can I run both historical and custom stress tests?
Yes. You can replay historical regimes such as the 2008 financial crisis, COVID shock, rate shocks, and emerging-market stress, then layer in custom equity, credit, FX, commodity, and macro assumptions for portfolio-specific review.
Does Genesis Risk Monitor replace my broker or execution system?
No. It is an analytics and review platform. Trade execution, order management, and final investment decisions stay with your team, broker, or existing operating stack.
Can I turn analysis into client or committee materials?
Yes. Workspaces, proposal workflows, and review-ready outputs are built to carry the same underlying analytics into internal reviews, client conversations, and reporting without rebuilding the narrative each time.
Is this investment advice?
No. Genesis Risk Monitor provides calculations, visualizations, and structured workflows. Users remain responsible for reviewing data quality, assumptions, interpretation, and the decisions taken from the analysis.
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Built for teams that cannot afford to be late.
Start with a professional analytics workspace for portfolio risk, stress testing, market intelligence, factor attribution, and review-ready reporting workflows.