Risk Management
Monitor portfolio risk, exposure, and limits
Action Required
VaR (95%)-$12,500.00
VaR (99%)-$18,700.00
Beta1.12
Volatility+18.50%
Sharpe Ratio1.65
Current Drawdown-2.10%↓ -2.10%
Risk Gauges
Drawdown
-2.10%current
Max: -8.40%25% used
VaR Utilization
VaR(95%) vs Limit-$12,500.00 / $15,000
83% utilizedLimit: $15,000
Daily Loss Limit
Used vs Limit$15.00 / $100,000.00
0% usedRemaining: $99,985.00
Exposure by Asset
| Asset Class | Current Exposure | Limit | Utilization | Status |
|---|---|---|---|---|
| Technology | $385,000.00 | $500,000.00 | 77% | Near Limit |
| ETFs | $128,000.00 | $300,000.00 | 43% | Within Limit |
| Consumer | $45,000.00 | $200,000.00 | 23% | Within Limit |
Circuit Breaker
Circuit Breaker
Automatic trading halt on threshold breach
Max Daily Loss
$100,000.00
0% used
Max Position Size
$250,000
68% of limit
Max Drawdown
-8.40%
25% of limit
Concentration Limit
75%
35% of limit
Risk Limits Configuration
Configure portfolio risk parameters
USD
USD
%
x
%
USD