Book-level risk
Unlimited linked accounts. Monte Carlo simulation of the whole book across preset horizons and stress levels, alongside the parametric and historical estimates and their backtest verdict.
For advisors and family offices
Numbers you can put in front of a client.
The same validated risk engine, across a whole book. Loss estimates that show their own backtest, factor and attribution analytics, and an audit trail that records who did what and when.
Analyst, €59.99 a month excl. VAT
What is driving the book.
What is driving it
Factor decomposition shows which market forces your book is exposed to. Performance attribution shows what moved returns. A correlation map shows which holdings fall together.
The check
An estimate that grades itself.
The same bad day priced three ways: from volatility, from your own return history, and from thousands of resampled futures. Each one is then replayed over the last 250 trading days and told how often it was breached.
How the check works
The drivers
What is moving the book.
Daily moves regressed on market, size, tech and rate factors, with every holding's beta to each one. Whatever the factors cannot explain is reported as stock-specific rather than quietly dropped.
What a factor is
The return
What moved it, name by name.
The window's return split into one line per holding, weighted by what each was worth at the start, so the rows add up to the figure at the top. It explains what already happened rather than predicting what comes next.
How attribution works
The what-if
Model it before it happens.
A forward simulation over the real book across preset horizons and stress levels, priced through each holding's factor exposure rather than applied as one flat haircut across the lot.
Reading a stress test
Family Office, €299.99 a month excl. VAT
Clients, mandates and staff in one place.
Clients, entities, mandates
Separate logins for partners, staff and family, each with a role. Risk rolls up across every client and mandate into one reporting currency you choose, with limits on VaR and concentration flagged on screen when they are crossed.
An audit trail that cannot be quietly edited
Every change is written to a hash-chained log: each entry carries a fingerprint of the one before it, so a deleted or altered record breaks the chain and shows. Branded board-pack and audit reports carry your own name. API access is on the roadmap.
What it costs elsewhere
What comparable tools charge.
Published prices for comparable advisor tools, as listed publicly in August 2026. They are good products; they are also priced for large firms.
Koyfin Advisor Core and ProUSD 209 to 299 a month
Nitrogen (Riskalyze), typical advisor spendUSD 350 to 450 a month
Sentinel Analyst€59.99 a month
Sentinel Family Office€299.99 a month
Our prices exclude VAT, which is added at checkout where it applies. The other figures are as those vendors publish them.
Where we stand
What is in place, and what is not yet.
- Two-factor sign-in and holdings encrypted at rest, on every plan.
- Read-only brokerage connections through Tink and SnapTrade.
- SOC 2 Type II (in progress).
We would rather tell you what is missing than have you find out. The security page lists our practices in full.
