Load Portfolio Inputs
Bring holdings, returns, benchmarks, and macro context into the shared analytics layer.
Understand What Is Driving Portfolio Risk.
Review portfolio risk, exposure, concentration, correlation, historical behaviour, and scenario sensitivity before the next allocation decision or client conversation.
Portfolio Analytics
See where risk is actually concentrated in the portfolio.
The risk analytics layer decomposes portfolio behaviour by holding, factor, and model group so analysts can identify whether market risk comes from broad beta, factor crowding, or a narrow set of names.
- Portfolio decompositionMove from top-line exposure to security-level contribution analysis.
- Correlation coefficient reviewInspect cross-asset and intra-portfolio dependencies side by side.
- Market risk controlsMonitor the metrics that matter before rebalancing or hedging.
- Attribution-ready analyticsKeep the same inputs across dashboards, reports, and review workflows.
Stress Testing
Run stress tests that translate scenarios into portfolio impact.
Historical replay and custom shock analysis turn abstract market-risk questions into concrete P&L, NAV, drawdown, and recovery estimates. That makes stress testing a repeatable review process instead of an ad hoc exercise.
- Historical stress testsCompare current holdings against crisis periods and regime breaks.
- Custom scenario designDefine rate, credit, FX, equity, and macro shocks in one workflow.
- Drawdown analysisReview scenario impact as a portfolio path, not a single number.
- Portfolio review cadenceUse the same stress-test view in research, allocation, and committee prep.
Workflow
A repeatable workflow for backtesting, portfolio review, and market risk control.
The goal is not to produce more charts. It is to give analysts a sequence for understanding how the portfolio behaves, what drives risk, and how stress scenarios change that picture.
Measure Portfolio Risk
Calculate Value at Risk, contribution to risk, concentration, and correlation coefficient behaviour.
Run Stress Tests
Replay historical shocks or define custom scenarios to quantify market risk and drawdown impact.
Review And Report
Turn the same analytics into research notes, review-ready visuals, and operating workflows.
FAQ
Common questions about risk analytics software and backtesting.
These are the questions teams usually ask when comparing risk analytics tools, backtesting workflows, and portfolio stress-testing platforms.
Need a live walkthrough?Book a risk analytics demo
What is risk analytics software?
Risk analytics software helps investors and research teams measure portfolio behaviour using metrics such as Value at Risk, stress tests, correlation, concentration, and factor exposure instead of relying only on performance charts or broker summaries. See how leading portfolio risk platforms compare.
What is backtesting software used for?
Backtesting software is used to test how a portfolio, rule set, or strategy would have behaved under historical market conditions before capital is committed or reallocated. See how historical testing fits into broader risk review.
How is portfolio risk software different from a broker dashboard?
A broker dashboard usually shows positions, balances, and basic performance, while portfolio risk software is built to explain where risk comes from, how holdings interact, and how the portfolio may behave under stress.
Can I run backtests and stress tests in one platform?
Yes. Genesis Risk Monitor is designed so backtesting context, portfolio measurement, and stress testing can be reviewed in one environment rather than split between spreadsheets and separate analytics tools.
Research Links
Further reading on risk analytics software, backtesting, and portfolio stress testing.
Explore practical guides on portfolio risk measurement, stress testing, and backtesting workflows.
What Is a Portfolio Risk Analytics Platform? Features and Evaluation Guide
Learn what a portfolio risk analytics platform does, which capabilities matter, and how to evaluate data quality, VaR, Expected Shortfall, factor exposure, stress testing, monitoring, and reporting.
How to Stress Test Your Portfolio: A Guide to Managing Investment Risk
Learn how to stress test your portfolio to protect your investments from market crashes. Discover the professional methods — historical scenarios, VaR, CVaR, and model backtesting — used by risk managers daily.
Understanding Correlation and Covariance: A Practical Guide for Modern Investors
Learn how to read and interpret a correlation matrix for portfolio risk management. Compare Excel, Python, R, Portfolio Visualizer, and Genesis Risk Monitor — and understand the hidden risk that correlations reveal.
Get Access
Build your risk analytics workflow on one platform.
Start with a workspace for portfolio analytics, stress testing, correlation review, and market risk monitoring that can be used every day, not just at month-end.