Risk Match is the Portfolio Score grade that checks whether your portfolio takes the amount of risk you asked for.
It compares how much the portfolio moves, its volatility, with the target for the risk level you chose, from Conservative to Very aggressive. Too much risk and too little both lower the grade. Included in the Free plan.
This is the Portfolio Score page open on Risk Match, with a hypothetical portfolio. The other tabs open the remaining two grades.
Interactive Portfolio Score page from PortfolioPilot, opened on the Risk Match grade, shown with a hypothetical demo portfolio. It compares the portfolio's volatility with the volatility target of the chosen risk level. Tabs open the other two grades.
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 from 12,000+ institutions, upload a statement, or enter holdings by hand.
Answer a few questions or pick a level yourself. Each level has a volatility target.
See your portfolio's risk next to the target, and whether it sits higher, lower or in the same range.
A low grade means the portfolio and the risk level disagree. Either one can change.
If the level no longer fits you, change it. Each portfolio can have its own level.
The Portfolio Optimizer works once Risk Match is 8 out of 10 or more. It is open on every plan.
Try a different mix on a copy of your portfolio and watch the grade change before you trade.
Risk Match is 25% of the Portfolio Score. The other 75% looks at return for risk and downside protection.
If the risk is right but the score is not, Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Add your accounts or upload a statement. Risk Match is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
One of the three Portfolio Score grades. It compares your portfolio's volatility with the target for the risk level you chose, and grades the fit out of 10. Read more in the Help Center →
Move the portfolio's risk toward your target, or change the level if it no longer fits you. Read more in the Help Center →
You can change it in PortfolioPilot at any time, and the grade updates. Read more in the Help Center →
Yes. Each portfolio can use its own risk preference. Read more in the Help Center →
Yes. Risk Match and the rest of the Portfolio Score are included in the Free plan.
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