Risk Analytics PRO

Institutional risk, tax-loss, rebalance simulation, and thesis-drift, on your own book.

Portfolio Risk

Drawdown, volatility, 95% VaR, and beta vs SPX - trailing ~180 trading days.

Open positions sitting on a harvestable unrealized loss.

Target weights + the trades to reach them. Nothing is ever executed.

Holdings whose price has moved away from a thesis that hasn't been refreshed.