Review allocation, concentration, volatility, exposures, performance, and scenarios in one advisor-ready view.
Start with a client or prospect portfolio and work from the evidence available. Genesis Risk Monitor brings portfolio structure, risk measures, historical behaviour, and scenario sensitivity together so you can decide what deserves attention.
Genesis Risk Monitor Risk Analytics is portfolio risk analysis software for financial advisors and RIAs. It measures allocation, concentration, exposure, volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk, and Expected Shortfall, and runs historical and custom stress scenarios on a client or prospect portfolio. It does not provide investment advice, suitability determinations, or trading.
Review allocation, position weights, concentration, and exposure across the portfolio.
Use volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk, and Expected Shortfall where the data supports them.
Explore supported historical and custom scenarios, factor exposures, correlations, and backtesting context.
Start with the holdings and data you can verify. Review allocation, concentration, performance, and exposure together so the next question comes from the portfolio itself.
Use the risk measure that fits the question and the available history. Supported calculations include parametric, historical, and Monte Carlo approaches where the selected portfolio data supports them.
Connect historical and custom scenarios to the drawdown and exposure story. Use scenario results to frame questions for a client discussion rather than to imply a forecast.
See the relationships that can be hidden behind a diversified-looking allocation. Factor exposures and correlations add context to concentration and risk discussions.
Bring in holdings through a read-only connection, upload supported data, or build the portfolio directly.
Check symbols, quantities, prices, dates, and the scope of the data before interpreting results.
Read allocation, concentration, performance, risk metrics, factors, and correlations together.
Use supported historical or custom scenarios to frame how the portfolio may respond.
Use the evidence to guide a client or prospect conversation and identify the questions that matter.
Move to Portfolio Comparison when you are ready to view the portfolio against an advisor-selected model.
When the portfolio evidence is clear, compare it with a model you manage or carry the discussion into an editable proposal.
Supported analytics include volatility, beta, Sharpe ratio, maximum drawdown, Value at Risk, and Expected Shortfall, subject to the portfolio data and selected calculation method.
Yes. Genesis Risk Monitor supports available historical scenarios and custom scenarios. Results depend on the instruments, dates, and market data available for the portfolio.
No. It provides analytical evidence. Advisors retain responsibility for interpretation, recommendations, suitability, and client decisions.
Start with the evidence, compare the model you choose, and prepare the client-ready proposal.