Discover
Use market views and screening to decide what deserves a closer look.
FOR INDEPENDENT INVESTORS AND ACTIVE TRADERS
Research Markets. Value Companies. Understand Your Risk.
Genesis Risk Monitor connects global market research, stock screening, company fundamentals, DCF valuation, read-only brokerage connectivity, portfolio risk analytics, and monitoring in one investment workflow.
Market DataGlobal ScreenerCompany ResearchDCF ValuationBroker ConnectivityRisk AnalyticsPortfolio Alerts
MARKET DATA
Follow Global Markets Without Losing the Bigger Picture
Keep market discovery grounded in context. Genesis Risk Monitor brings Real-time stocks data, ETFs, FX, bonds, funds and commodities into charts, watchlists, heatmaps, and market views.
- Cross-asset context — Review multiple markets without rebuilding the same research surface.
- Charts and watchlists — Follow symbols, price action, and saved views.
- Market monitoring — Keep news, heatmaps, calendars, and market context close to deeper research.
GLOBAL SCREENER
Turn Global Markets Into a Research Shortlist
Screen thousands of securities faster with flexible, multi-filter screening. Combine criteria across valuation, fundamentals, performance, risk, market data, and more to quickly narrow the market and uncover opportunities that match your investment criteria.
- Filter — Start with screen templates you can filter at ease.
- Combine criteria — Pair market activity with valuation and fundamental fields.
- Save research time — Move a shorter list into company-level analysis.
COMPANY RESEARCH
Go From Ticker to Business Fundamentals
Move from a symbol to evidence: review company overview, financial statements, earnings context, estimates, and risk analysisin the same research process. Genesis Risk Monitor helps organize your research.
- Financial statements — Review the operating evidence behind a company view.
- Earnings and estimates — Keep reported results and market expectations close together.
- Research continuity — Carry company context into valuation and portfolio review.
DCF VALUATION
Turn Cash-Flow Assumptions Into a Valuation Range
Estimate a company's intrinsic value with a flexible DCF model. Adjust key assumptions such as revenue growth, margins, discount rate, and terminal value to test different scenarios and compare estimated fair value with the current market price.
- State the drivers — Make the operating and cash-flow assumptions visible.
- Test the range — Examine how WACC and terminal growth change the output.
- Keep judgment with you — Use the model as an analytical framework, not a verdict.
BROKER CONNECTIVITY
Bring the Portfolio You Own Into the Analysis
Bring your portfolio's holdings into Genesis Risk Monitor through our broker integrations. Connected accounts provide holding data that gives portfolio analysis a more useful starting point, without rebuilding every position manually.
- Data import — Import your holdings data from your broker to Genesis Risk Monitor.
- Connected holdings — Use your account data as the starting point for portfolio analysis.
- Extended coverage — More than 30 broker integrations available.
PORTFOLIO RISK ANALYTICS
Understand the Risk Behind Your Holdings
Put risk behind the holdings into view: review volatility, Value at Risk, Expected Shortfall, beta, drawdown, concentration, correlations, factor exposure, historical and custom scenarios, stress tests, and backtests.
- Measure portfolio behaviour — Move beyond a single performance chart.
- Trace relationships — See concentration, correlation, and factor context.
- Test conditions — Use scenarios, stress tests, and backtests to examine possible behaviour.
PORTFOLIO MONITORING
Monitor What Matters to Your Portfolio
Configure price and portfolio limits to receive platform and email notifications. Monitor price, portfolio value, drawdown, daily loss, position weight, and VaR thresholds.
- Price triggers — Keep important symbol conditions visible.
- Portfolio alerts — Monitor drawdown, loss, weight, value, and VaR thresholds.
- Reviewable signals — Use notifications to decide what deserves a closer look.
Investment Workflow
Your Investment Workflow, Connected From Research to Portfolio Review
Keep the path from market discovery to portfolio review connected, so each decision starts with visible evidence and stated assumptions.
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.
Manage Risk
Use connected holdings, risk analytics and scenarios to understand portfolio impact.
Connected Platform
Keep Research and Portfolio Analysis Connected
Genesis Risk Monitor keeps market research and portfolio-review process connected, from the first shortlist to the next monitoring decision.
- Market Data
- Screener
- Research
- Valuation
- Connected Portfolio
- Risk Analysis
- Monitoring
FAQ
Questions Independent Investors & Active Traders Ask Before They Start
Direct answers about research coverage, brokerage connectivity, valuation, portfolio analytics, and monitoring.
What can I research in Genesis Risk Monitor?
You can research market data (stocks, ETFs, bonds, FX, funds and commodities), screen stocks and ETFs, review company fundamentals, earnings context, and estimates, and build DCF valuation views.
Does Genesis Risk Monitor include a global stock screener?
Yes, Genesis Risk Monitor includes a global stock screener. Current filters include price, change, volume, market capitalization, P/E, 52-week range, sector and many more.
Can I analyze company fundamentals?
Yes. company research includes company context, financial statements, earnings information, Risk metrics, and estimates. Explore fundamentals and research.
Does Genesis Risk Monitor include DCF valuation?
Yes. The DCF model lets you state cash-flow, operating, WACC, and terminal assumptions, then review projected cash flow, enterprise and equity value, and sensitivity to key assumptions.
Can I connect my brokerage account?
Yes, where your broker is supported. Broker connections can provide account and holding data to Genesis Risk Monitor so connected portfolios can become the starting point for analysis. View Supported Broker Integrations.
Is broker connectivity read-only?
Yes. Genesis Risk Monitor does not execute trades, move funds, or use the connection as an order-management or execution platform.
Does Genesis Risk Monitor execute trades?
No. Genesis Risk Monitor can be used for research, valuation, portfolio analytics, and monitoring. It does not act as a broker or execution platform.
What portfolio risk metrics can I analyze?
Portfolio risk analytics include volatility, Value at Risk, Expected Shortfall, beta, maximum drawdown, concentration, correlations, factor exposure, scenarios, and backtests. Explore portfolio risk analytics.
Can Genesis Risk Monitor monitor portfolio risk?
Yes. You can configure supported portfolio limits and review condition states for metrics such as drawdown, daily loss, position weight, portfolio value, and VaR.
Can I create portfolio and market alerts?
You can configure price alerts and portfolio limits, including price, portfolio value, drawdown, daily loss, position weight, and VaR conditions. Read about portfolio alerts.
What market data is available?
The current market workspace supports equities, ETFs, FX, bonds, funds, crypto, commodities, charts, watchlists, and heatmap-style market views. Explore market data workflows.
Is Genesis Risk Monitor designed for independent investors and active traders?
Yes. The self-service workflow is designed for independent investors and active traders who want market research, valuation, connected holdings, portfolio analytics, and monitoring in one place.
Research Links
Related research for valuation, portfolio risk, and connected analysis.
Explore practical guides on DCF valuation, portfolio risk analytics, and the signals that make monitoring more useful.
Risk Analytics Toolkit: 6 Capabilities for Portfolio Monitoring
Learn the six capabilities that form a practical portfolio risk analytics toolkit: VaR, P&L attribution, factor exposure, limit monitoring, core risk metrics, and allocation analysis.
DCF Valuation: How to Calculate Intrinsic Value Step by Step
Step-by-step DCF valuation guide: calculate Free Cash Flow, WACC, and Terminal Value to determine intrinsic value. Includes LaTeX formulas, WACC component tables, sensitivity analysis, and how Genesis Risk Monitor automates the full model. Grounded in Damodaran, Graham, and Buffett frameworks.
The Illusion of Diversification: How to Find Hidden Concentration Risk in Your Portfolio
Learn how hidden concentration risk, ETF overlap, factor exposure, and rising correlations can make a diversified portfolio behave like one concentrated bet.
Get Access
Research Better. Monitor Continuously. Know Your Risk.
Connect market research, valuation, brokerage holdings, portfolio analytics, and monitoring in one self-service workflow.