Your portfolio already has a benchmark. You just haven't seen it.

Paste tickers, upload a statement, or try a famous portfolio. One snapshot tells you which factors are doing the work, which positions are doing the talking, and what's left as residual.

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A 4-turn exchange on Berkshire's 13F — real decomposition numbers. Sign in to ask about your own book.

RiskModels is an analytical tool, not an investment adviser. Nothing here is a recommendation to buy, sell, or hold any security.

Focus + Artifacts

Focused on: What's actually driving my portfolio's risk?— change focus

What's actually driving my portfolio's risk?Market, sector, subsector, and stock-specific shares of variance.Why do my returns differ from a benchmark?Systematic share and attribution relative to an index you pick.Am I more concentrated than I think?Effective bets after correlation — names, sectors, residual.What's actually driving performance?Which exposures and positions moved the book over a period.How have my positions evolved?Holdings and exposures through time, snapshot to snapshot.How could my exposures be hedged?What an ETF hedge of each leg would mechanically neutralize.Which trades helped or hurt most?Trade-by-trade effect on risk and return between snapshots.Prepare for a PM / IC reviewInstitutional snapshot lineage, packaged for documentation.

Workspace snapshot

Risk snapshot · Awaiting portfolio — try Berkshire above

Registry · top_holdings_erm_stacked@v1

Artifact registry · Awaiting portfolio — try Berkshire above

PM interpretation

Analyst read · Awaiting portfolio — try Berkshire above

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Connect — portfolio

Connect / Paste

Load a portfolio in the Connect card above — paste weights or shares, upload a CSV, or connect a brokerage.

Sample artifact · Berkshire Hathaway 13F

A live artifact from the registry — the same top_holdings_erm_stacked@v1 round-trip your own portfolio renders into once you load one.

That's a live ERM3 decomposition. Run it on your own book:

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Workspace

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The Analyst