See how your investments really work together.
A great portfolio is more than just a collection of individual investments - it’s a system that works together to build wealth. We help you see how effective your portfolio is, and tune it to get the most out of it.
See how well you trade risk for reward, and how much volatility is hiding in your portfolio.
Being a great investor is about getting better at trading risk for reward. We help you see how effective your portfolio is at making that trade.
The line chart is a lie. See more clearly with histograms.
For decades, we’ve looked at line charts that show the growth of an asset – staring into it like a crystal ball and analyzing it for unrevealed secrets. The line chart is a lie. Hidden in the line chart are traps – volatility and risk – that we need a better visual for. The better visual is the histogram.
Big swings are typical, day to day. There are big gains to be had, but big losses too. Better take your anti-nausea meds.
You’ve probably seen the “bell curve” shape. Most returns are in the middle. Losses are small and so are gains. Wild days are rare.
The more stable the asset, the more the bars of the histogram move into the middle. These assets rarely have big swings, but also may have slow growth.
Diversification is more than different sectors.
The reason for diversification is to make sure the assets in your portfolio don’t move together, so you have a shot at withstanding crazy market swings.
The RiskSmith app makes it easy to see correlation like never before. Instead of following blind recommendations on balancing your portfolio, balance it using evidence.
Impress all of your friends by dropping “Covariance Matrix” in a conversation. It’s a $10 word but simply means, a chart that shows you how correlated your assets are. Each square in the matrix shows the correlation coefficient, giving you instant insight on how well your mix of assets is correlated.
Find Assets by Correlation
Sort assets by correlation to your portfolio as a whole, so you can instantly start balancing without the guesswork.
Start building the perfect portfolio for you, free!
While we are in beta, RiskSmith is completely free to use with absolutely no obligations. Just sign up and start building a risk-aware portfolio that you love.