Get A RiskGrade™ Measure

Check the RiskGrades™ Measure of your favorite stock or fund, your largest holding, and an investment you are considering. This can be done with the Get a RiskGrade™ Measurement Tool.

 

Analyze Your Portfolio

Identify Your Risks:Enter your portfolio into the My Portfolio function. Check the RiskGrade™ Measure of each asset to see how risky it is. Look at the RiskChart™ to see how those risks have changed over time.The asset with the largest RiskImpact™ is contributing the most amount of risk to your portfolio.

Measure Your Risks:Is your portfolio RiskGrade Measure within your risk tolerance level? See how your portfolio RiskGrade™ Measure compares to other investors and investment strategies through RiskRanking™.See if you are comfortable with the size of your XLoss™.

Manage Your Risk:Consider new investments using the What If function to see the impact of buying or selling different investments.

Before making any investment decisions, check all the RiskGrade™ Measures to see how they affect the risk of your portfolio. Make sure the return you expect from the investments is appropriate for the risk you are taking.