Risk Indicator
The Risk Indicator is the average of all the securities' PRC. It is expressed as a ranking from 1 to 5 and it helps you to determine the average risk profile of your portfolio. This level of risk is calculated in the portfolio reference currency.
The calculation of the risk indicator is as follows:
Σ(PRC of the security*Allocation) / ΣSecurity's Allocation
Your current Portfolio Risk is marked with a triangle:
The maximum risk is indicated by a vertical red dotted line:
The Product Risk Classification is the level of risk assigned to each security. It is from 1 (low risk) to 5 (high risk).
The PRC is generally in your SFTP positions fields. However, you can also add PRC for your securities manually.
Click on My Account and then on Company
Click on Custom Fields
Click on New Portfolio Custom Fields
In Field Name / API, write Product Risk Classification
Put the PRC in your positions SFTP document
Contact InvestGlassm we will create a worker
The calculation of the risk indicator is as follows:
Σ(PRC of the security*Allocation) / ΣSecurity's Allocation
Risk Indicator
Your current Portfolio Risk
Your current Portfolio Risk is marked with a triangle:
Your Maximum Risk
The maximum risk is indicated by a vertical red dotted line:
What is the PRC - Product Risk Classification?
The Product Risk Classification is the level of risk assigned to each security. It is from 1 (low risk) to 5 (high risk).
The PRC is generally in your SFTP positions fields. However, you can also add PRC for your securities manually.
How to display the PRC manually?
Click on My Account and then on Company
Click on Custom Fields
Click on New Portfolio Custom Fields
In Field Name / API, write Product Risk Classification
How to display the PRC automatically?
Put the PRC in your positions SFTP document
Contact InvestGlassm we will create a worker
Updated on: 11/07/2022