Measure risk

Where losses come from and how deep they run. 3 tools: all free to run; plans govern saving, history and exports, not access.

Intermediate

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

Advanced

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

Beginner

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 to 100 score · Separate risk-capacity and risk-willingness scores, and which one limits you

Other questions to explore