Articles on: PMS & Investment Tools

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

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
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Updated on: 11/07/2022