Know your risk before the market does
One health score for the whole portfolio, the economic outlook read against your holdings, and a company-by-company check — in plain language, refreshed as things move.
Three reads, one score
Risk
A health score out of 100 with the readings behind it — volatility, value at risk, Sharpe, expected return — and what matters next.
Economic outlook
The rate path for the next meeting, the market's view, and what it means for the sectors you actually hold.
Your companies
Each holding read from its own numbers: revenue, margins, cash — who's improving, who's slipping, and what to watch.
Alerts you can act on
“Your top three holdings now make up 41% of the portfolio — NVDA's run is doing most of it. Trimming 2% would bring concentration back inside your profile.”
Sample alert · sent when risk shifts, not on a schedule
No decoding required: when volatility, concentration, or drawdown moves outside your profile, Warren says what changed, why, and what would bring it back — and you decide.
The score, live
Sample portfolio. One number for how the whole thing is holding up, and three reads underneath it.
- Volatility
- Swings a little more than the market.
- 14.2%
- Value at risk
- A plausible bad month, not a worst case.
- −6.1%
- Sharpe ratio
- Return earned per unit of risk.
- 1.12
- Expected return
- What the current mix has tended to deliver.
- +8.4%
- High priority
Trim the top three holdings
They are 41% of the portfolio — one bad week moves everything.
- Medium priority
Add something that pays
Nothing here yields; a little income steadies the ride.