Measure risk

Replay 2008, 2020 & 2022 on your portfolio — and run rate/equity shocks.

Needs:

Portfolio tickers + weights · A hypothetical equity shock (e.g. −30%) · A hypothetical interest-rate shock (e.g. +2%)

You get:

Your portfolio's return and worst drop in each historical crisis vs. the S&P 500 (SPY proxy) · Estimated portfolio impact from the combined equity + rate shock

X-ray a portfolio's market, size, value, momentum & quality exposure.

Needs:

A portfolio or fund (tickers + weights) · Which factors to include · Date range

You get:

Factor loadings (exposures) with t-statistics · Annualized alpha and whether it's significant

Explore an educational risk range from your answers — before you pick a portfolio.

Needs:

Ten multiple-choice questions about your situation and your comfort with risk

You get:

Your risk band (Conservative → Aggressive) with a 0–100 score · Separate risk-capacity and risk-willingness scores, and which one limits you