Personal portfolio risk operating system

Know what can break before you add risk.

Turn read-only broker data into one portfolio health status, a short review queue, and traceable calculations for cash, concentration, leverage, stress, and options exposure.

Access your portfolio Compare plans

Read-only IBKR dataNo broker order placementDeterministic risk rules

Example risk review

Review before adding risk

Caution

The portfolio can absorb the configured base scenario, but debt exposure and the liquidity buffer should be reviewed first.

Portfolio status

1 clear result

Priority queue

Up to 3 checks

Calculation trail

Policy versioned

One review loop

From broker truth to a controlled review

1. Reconcile

Import positions, balances, and fills without granting order access.

2. Review survival

See liquidity, leverage, concentration, and drawdown context together.

3. Keep policy controlled

Use bounded presets with visible changes and immutable revision history.