Macro factor exposure measures how sensitive a portfolio is to big economic forces, such as inflation or interest rates, that can hit many holdings at once.
In PortfolioPilot, six of the ten Downside Protection areas are macro drivers. Open one to see your net exposure next to a typical investor's, and the holdings that contribute most. Included in the Free plan.
The Portfolio Score page open on Downside Protection, with a hypothetical portfolio.
PortfolioPilot macro factor exposure demo. The Portfolio Score page open on Downside Protection, with a hypothetical portfolio.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
In Improve, Portfolio Score, choose Downside Protection.
Pick a macro area to see your exposure and its largest contributors.
Each has a status: Good, Warning or Critical.
How the portfolio reacts when the economy speeds up, slows down, or prices rise.
Sensitivity to commodity prices such as energy and metals.
What rising rates or widening credit spreads would do.
A net-neutral exposure means no single force dominates.
Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Ten areas that show how a portfolio holds up in bad years.
Holdings, sector, regional and asset class concentration.
How a portfolio like yours did in 2008 and 2020.
One score out of 1000 for the whole portfolio.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
How sensitive your portfolio is to economic drivers such as inflation and interest rates.
In Downside Protection, on the six macro areas.
Close to zero, where no single driver dominates.
Yes. It is part of the Portfolio Score in the Free plan.
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Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.
