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Understand concentration, asset exposure, and performance swings in your tracked portfolio. Risk visibility for better decisions — not automated trading or advice.
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
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.
Identify oversized holdings and thin diversification.
Asset-mix views across markets.
Period P&L to separate noise from trend.
Explanations tied to tracked holdings — not trade signals.
Visibility tools — not a risk-management mandate.
CAS and broker imports feed the same portfolio.
Track holdings free and explore analytics.
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
Answers to common questions about portfolio risk on Capitallytics.
