Portfolio analysis, model comparison,
and proposals in one workflow
Analyze client and prospect portfolios, compare them with advisor-created models,
and create fully editable client proposals with Word and PDF export.
From portfolio evidence
to a client-ready proposal
Each step builds on the last, so the analysis you review is the analysis you present. Professional judgment and model selection stay with the advisor.
Portfolio risk analytics
Review allocation, concentration, exposures, performance, risk metrics, historical behaviour, and scenario sensitivity for a client or prospect portfolio.
Learn moreComparison with your own models
Measure the existing portfolio against the models you create and choose for the client conversation. Genesis Risk Monitor does not select or recommend the model.
Learn moreFully editable client proposals
Carry relevant findings and comparisons into the document, then customize the narrative, structure, charts, and tables. Export to Word or PDF.
Learn moreRead-only brokerage connections
Import holdings, enter positions directly, or connect supported brokerages. Connections are read-only: Genesis Risk Monitor cannot place trades or move funds.
Learn moreStart with the free plan
Explore market data, research, and basic portfolio analysis for free. Upgrade when you need the complete advisor workflow.
Built for the portfolio conversations that shape advice
Financial advisors
Analyze client and prospect portfolios
Review risk, exposure, performance, concentration, and scenarios before the next client conversation.
Compare with the models you manage
Show how an existing portfolio differs from your own investment models. Model selection stays with you.
Prepare a proposal without rebuilding the work
Continue the analysis in an editable client document and finish in Word or PDF.
Independent investors
Research markets and companies
Screen stocks and ETFs, review company fundamentals, earnings context, and estimates, and build DCF valuation views.
Understand the risk behind your holdings
Review volatility, Value at Risk, Expected Shortfall, beta, drawdown, concentration, correlations, and factor exposure.
Monitor what matters
Configure price alerts and portfolio limits for value, drawdown, daily loss, position weight, and VaR.
RIA Firms / Teams
A consistent review process
Use Analyze, Compare, Propose as a repeatable process for client and prospect discussions.
Models and proposal templates
Discuss how advisor-owned models and saved templates fit your firm’s investment process.
Plan your onboarding
Talk through portfolio imports, workflow configuration, and the plan that fits your firm.
Analyze client and prospect portfolios
Review risk, exposure, performance, concentration, and scenarios before the next client conversation.
Compare with the models you manage
Show how an existing portfolio differs from your own investment models. Model selection stays with you.
Prepare a proposal without rebuilding the work
Continue the analysis in an editable client document and finish in Word or PDF.
Where advisors use Genesis Risk Monitor
Use deeper portfolio analysis without adding another disconnected step to your advisor workflow.
Prospect portfolio review
Bring a prospect's holdings into one clear review of risk, allocation, exposure, and performance before the first proposal.
Client portfolio reviews
Make concentration, drawdown, and scenario sensitivity easier to discuss in recurring client reviews.
Model portfolio comparison
Show how an existing portfolio differs from the advisor-created models you manage, across allocation, exposure, risk, and performance.
Investment proposals
Carry the completed analysis into an editable, client-facing document with sections, narrative, tables, and charts, then export to Word or PDF.
Investment research
Research companies, funds, and markets with fundamentals, filings, estimates, DCF valuation, screeners, and economic indicators alongside the portfolio.
+ Practical guides in Insights
Read Genesis Risk Monitor Insights
Start with one portfolio.
Own the infrastructure for everything that follows.
Create a free account, or talk to us about the Pro and Enterprise plans.