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The Analyst

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.

Workflow

Try a famous portfolio

One click runs a real snapshot on a 13F filing — no signup, no data to share.

Or load your own

No data to hand?

Load a portfolio — paste, CSV, Schwab, or a connected brokerage.

Preview · the analyst

Demo

A 4-turn exchange on Berkshire Hathaway 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.

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.

Sample artifact · AGTHX cumulative return strip

cumulative_return_strip@v1 through the same registry round-trip, with params.window slicing + rebasing the series — each window renders once under its own GCS key.

Window:

Rendering AGTHX strip…

AGTHX cumulative return strip — ERM layer decomposition

Artifact canvas

Registry artifacts mounted for the loaded subject.

The canvas mounts artifacts for a named subject. Load a manager or a fund and the artifacts that render for it appear here. A pasted portfolio has no addressable subject id — the render is keyed by a server-side hash of the positions — so it cannot be collected yet.