Research markets. Value companies.
Understand your risk.
Market research, stock screening, company fundamentals, DCF valuation, read-only brokerage connectivity, portfolio risk analytics, and monitoring in one investment workflow.
Bring the portfolio you own into the analysis
Connect supported brokerage accounts to bring holdings into Genesis Risk Monitor without rebuilding every position manually:
- Connections are read-only and provided through SnapTrade
- Genesis Risk Monitor cannot place trades or move funds
- Connected holdings become the starting point for risk analysis
From research to portfolio review
Market data
Follow stocks, ETFs, FX, bonds, funds, and commodities with charts, watchlists, heatmaps, and market views.
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Company research
Review company overview, financial statements, earnings context, and estimates in the same research process.
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DCF valuation
State cash-flow, operating, WACC, and terminal assumptions, then review the valuation range and its sensitivity.
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Portfolio risk analytics
Review volatility, Value at Risk, Expected Shortfall, beta, drawdown, concentration, correlations, and factor exposure.
Learn moreYour investment workflow,
connected.
Discover
Use market views and screening to decide what deserves a closer look.
Research
Review company fundamentals, earnings context, estimates, and market context.
Value
Build a DCF view by stating the assumptions that drive possible outcomes.
Monitor
Keep market and portfolio conditions visible with saved views and supported alerts.
Related research for valuation
and portfolio risk
Practical guides on DCF valuation, portfolio risk analytics, and the signals that make monitoring more useful.
Risk Analytics Toolkit: 6 Capabilities for Portfolio Monitoring
DCF Valuation: How to Calculate Intrinsic Value Step by Step
The Illusion of Diversification: How to Find Hidden Concentration Risk in Your Portfolio
Start researching with the free plan
Explore market data, research, and basic portfolio analysis for free. Starter and Advanced add global coverage, risk metrics, and valuation.