Risk Visibility

Portfolio risk: see concentration, drawdowns and exposure

Understand concentration, asset exposure, and performance swings in your tracked portfolio. Risk visibility for better decisions — not automated trading or advice.

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Read-only import

Analysis-only pipelines. Capitallytics cannot transfer your capital.

Encrypted connections

HTTPS on every session. Credentials stay with auth providers.

Your data stays yours

We do not sell personal information to third parties.

Secure authentication

Industry-standard sign-in. No OTPs or passwords over email.

Risk you can see

Risk tools on Capitallytics emphasize visibility: which holdings dominate value, how allocation skews, and how P&L moved over periods. That is different from claiming VaR engines, options Greeks, or broker-grade risk systems we do not ship.

Use risk views with allocation and analytics pages. AI-assisted summaries explain patterns in your data; they do not manage positions or guarantee outcomes.

Portfolio Risk

Key features

Concentration awareness

Identify oversized holdings and thin diversification.

Allocation exposure

Asset-mix views across markets.

Performance context

Period P&L to separate noise from trend.

Grounded AI insights

Explanations tied to tracked holdings — not trade signals.

Why teams use Capitallytics

Honest scope

Visibility tools — not a risk-management mandate.

Works with your imports

CAS and broker imports feed the same portfolio.

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Review portfolio risk signals

Track holdings free and explore analytics.

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Portfolio Risk FAQ

Answers to common questions about portfolio risk on Capitallytics.

Does Capitallytics calculate Value at Risk (VaR)?

Capitallytics focuses on concentration, allocation, and performance visibility. Do not expect institutional VaR or stress-test suites unless explicitly offered in-product.

Is this investment advice?

No. Risk views are educational analytics only.