Welcome to Portfolio Risk Tools!

MacroRisk Analytics is proud to bring you our key portfolio risk tools in a "work-flow" format. This easy to use, easy to explain, toolkit helps find investments, construct portfolios, and show how they relate to client risk tolerance.

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Features

Screening

Using popular preset options, find investments that reflect your outlook on the economy.

Optimization

How much to invest in each asset? Find portfolio weights with the optimizer choosing from our most popular portfolio methods.

Risk Tolerance

Featuring the unique Risk Tolerance Correspondence Score, analyze your client's portfolio including individual holdings. See how portfolio changes impact portfolio statistics and risk. (This can help FINRA2111 documentation.)

Handouts & Documentation

Create informative PDF reports for presentations, discussions, and documentation.

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Standard

  • Portfolios Included
  • Risk Tolerance Correspondence Tool Included
  • Reporting Included
  • Rebalance Not Included
  • Screening Not Included
  • Optimize Not Included
Monthly Annual
$90.00/mo
Sign up
$900.00/yr
Sign up

Deluxe

  • Portfolios Included
  • Risk Tolerance Correspondence Tool Included
  • Reporting Included
  • Rebalance Included
  • Screening Not Included
  • Optimize Not Included
Monthly Annual
$150.00/mo
Sign up
$1,500.00/yr
Sign up

Elite

  • Portfolios Included
  • Risk Tolerance Correspondence Tool Included
  • Reporting Included
  • Rebalance Included
  • Screening Included
  • Optimize Included
Monthly Annual
$200.00/mo
Sign up
$2,000.00/yr
Sign up