📊 Portfolio Risk Dashboard

See what your broker won't tell you

💡 Tip: Enter multiple tickers separated by commas to analyze portfolio concentration
🤖 AI Risk Summary
AI-Generated
📈 Risk Matrix
🔴

Critical

High probability, high impact

🟡

Watch

High on one dimension

🟢

Monitor

Lower probability & impact

⚡

Severity

Probability × Impact

🔥 Risk Concentration
Ticker

🟢 Low: <30% portfolio | 🟡 Medium: 30-50% | 🔴 High: >50%

🔗 Holdings Correlation

Each dot = a pair of holdings. X-axis: risk category overlap between the pair. Y-axis: combined portfolio weight. Color indicates severity of shared risks.

🌡️ Correlation Heatmap AI-Generated

Pairwise risk-category overlap between every pair of holdings. Red = high correlation (concentrated risk) · Gold = moderate · Green = low correlation (diversified). Hover any cell for the exact overlap score.

Low (<30%) — diversified · Moderate (30–60%) · High (>60%) — concentrated risk
📋 Portfolio Risk Briefing
📬

How Alerts Work

⚡ What Triggers an Alert

  • New 8-K Filing: Material event matches existing 10-K risk categories
  • New 10-Q Filing: Quarterly report shows new risks or 20%+ severity increase
  • Portfolio Overlap: 50%+ of your holdings share the same risk category

Daily monitoring at 6am ET — you only hear from us when something changes.

📄 What's in Each Alert

  • SEC Filing Quotes: Actual risk factor language from 10-K/10-Q filings
  • Portfolio Impact: Which other holdings share the same risk exposure
  • What Changed: Before/after comparisons for escalated risks
  • Concentration %: How much of your portfolio is affected

⚙️ Control Your Alerts

  • Email Toggle: Turn alerts on/off in your dashboard settings
  • Portfolio Specific: Only get alerts for tickers you've saved
  • No Spam: Transactional emails only — no marketing, no fluff

Every alert includes a direct link to the SEC filing (accession number).

Why this matters: Price correlation is a lagging indicator — it tells you stocks moved together after the crash. RiskSignal analyzes SEC filings to detect risk overlap before prices move, giving you time to rebalance.