Risk Assessment
Understand your risk tolerance and get personalized investment recommendations
Your Risk Profile
Based on your investment preferences and goals
Risk ToleranceModerate
Conservative
Focus on preserving capital with minimal risk
Moderate
Balance between growth and capital preservation
Aggressive
Focus on growth with higher risk tolerance
Portfolio Risk Analysis
Assessment of your current investments
Overall RiskMedium
VolatilityMedium-Low
Market RiskMedium
Liquidity RiskLow
Risk Alerts
Potential issues in your portfolio
Concentration Risk
Technology sector represents 45% of your portfolio. Consider diversifying.
Liquidity Risk
Some investments may be difficult to sell quickly without affecting price.
Interest Rate Sensitivity
Your bond holdings may be vulnerable to rising interest rates.
Risk Assessment History
Track how your risk profile has changed over time
Risk profile history visualization
Initial Assessment
Conservative
Jan 15, 2023
Previous Assessment
Conservative-Moderate
Jun 22, 2023
Current Assessment
Moderate
Dec 10, 2023