See what Genesis Risk Monitor produces from a portfolio: a client-ready risk report and an investment proposal you can edit, customize and deliver in Word or PDF.
A current portfolio compared with an advisor-created model: risk, potential downside, sector and instrument shifts, performance, and the methodology behind them.
PDF · 8 pages · 1.4 MB · also as editable Word (DOCX, 1.8 MB)
The five-page Risk Snapshot for an illustrative 18-holding portfolio: holdings, exposure, risk measures in percent and money, and method.
PDF · 5 pages · 3.5 MB
Portfolio value, the largest positions, top-five concentration and allocation by holding.
Volatility, drawdown, value at risk, expected shortfall, Sharpe ratio and beta, with what each means in money.
The current portfolio beside an advisor-created model, measured over the same period and benchmark.
Narrative, charts and tables you can still change, exported to Word (DOCX) or PDF.
The sample report opens with the portfolio itself: its value, the ten largest positions, top-five concentration and allocation by holding.
It is the free Risk Snapshot, run on an illustrative 18-holding portfolio prepared for a sample client.
Run the Risk Snapshot on a real portfolio
Volatility, maximum drawdown, 1-day value at risk, expected shortfall, Sharpe ratio and beta each carry a one-line explanation a client can follow.
The dollar figures at the top show what the percentages mean for this portfolio, and the drawdown chart shows how today's mix would have behaved over the past year.
Explore portfolio risk analytics
The sample proposal compares a five-holding portfolio with an advisor-created model. It covers current versus proposed risk, potential downside in dollars, sector and instrument shifts, growth of 100 against SPY, and the methodology and disclosures.
Every section can be edited before export to Word (DOCX), or delivered as a PDF.
See how Proposal Builder works
Import a client or prospect portfolio, use read-only brokerage-connected holdings, or build positions directly in Genesis Risk Monitor.
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Review allocation, concentration, exposure, performance, risk measures and supported scenarios.
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Compare the portfolio with the advisor-created model selected for the conversation. Genesis Risk Monitor does not select or recommend the model.
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Carry the relevant evidence into an editable proposal, then export it to Word or PDF for review and delivery.
Learn moreNo. The sample report and proposal use illustrative holdings, names and a sample model. They show the layout and content of the output, not the results of any real client portfolio.
Yes. The free Risk Snapshot emails a five-page risk report for a CSV or Excel file of up to 100 holdings, with no account needed. Proposal Builder is part of the Pro and Enterprise plans.
Word (DOCX), so you can keep editing the narrative, tables and disclosures outside the platform, and PDF for delivery.
Pro includes Proposal Builder with 300 proposals, company branding and Word export. Enterprise includes unlimited proposals.
No. Genesis Risk Monitor provides the analysis and the document. The model, the recommendation and suitability stay with the advisor.
Genesis Risk Monitor provides the analytical evidence for the portfolio conversation. Model selection, recommendations, and suitability remain with the advisor.
New to Genesis Risk Monitor? The Advisor Program gives you 90 days of complimentary Pro access, guided onboarding, and direct support.