Portfolio Risk Intelligence

Every position.
Every risk.
No surprises.

RiskFold gives you a real-time view of your portfolio's asset allocation, position-level accountability, and volatility-based risk — so you can make decisions with confidence, not guesswork.

Portfolio Overview LIVE
$2.41M Total AUM
12.3% Ann. Volatility
1.42 Sharpe Ratio
US Equity
45%
Intl Equity
22%
Fixed Income
20%
Alternatives
13%
The Problem

Most wealth management software hides risk behind dashboards.

You get allocation tables. You get performance charts. But you don't get to see which position is dragging your portfolio toward a volatility breach at 2am on a Thursday.

Most platforms treat risk as a report. RiskFold treats risk as a system — one that updates every time your portfolio changes.

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If you can't see the risk of each position, you're not managing risk. You're hoping.
What RiskFold Does

Asset Allocation

Track target vs. actual allocation across asset classes. Know instantly when drift exceeds your threshold — before it becomes a problem.

Position Accountability

Every holding is tagged to its asset class, sector, and risk contribution. Know exactly which position is responsible for your portfolio's behavior.

Volatility Risk Management

Set a volatility budget for your portfolio. RiskFold continuously monitors realized volatility and alerts you when you're approaching the boundary — not after you've crossed it.

How It Works

Built around your portfolio's actual risk profile.

RiskFold connects to your custodial data, models your portfolio's volatility profile, and surfaces the information that matters — drift from targets, concentration risk, and position-level contribution to portfolio volatility.

Daily automated rebalancing alerts
Real-time volatility budget monitoring
Position-level risk attribution
Multi-custodian aggregation
Portfolio Risk Monitor
Realized Volatility
12.3% Budget: 14.0%
PositionWeightVol Contribution
AAPL8.2%1.1%
BND12.4%0.4%
TSLA6.1%2.3%
VTI18.7%1.8%
GLD5.5%0.2%

Stop guessing.
Start managing.

RiskFold is built for investors who know that visibility is the prerequisite for control. If you're managing serious capital, you need more than a spreadsheet and a hope.