INSTITUTIONAL PORTFOLIO RISK
Institutional-grade portfolio risk analysis in 60 seconds.
No credit card required · Takes 60 seconds · Cancel anytime
Portfolio Value
$2,400,000
Stressed Value
$1,838,240
Total Drawdown
▼ 23.4%
Health Score
6.2 / 10
Factor Attribution
THE DASHBOARD
A 12-section institutional risk report rendered in 60 seconds. Built for the room, not the office.
Portfolio Value
$2,400,000
Pre-stress
Stressed Value
$1,838,240
2008 GFC
Max Drawdown
−23.4%
Total loss
Health Score
6.2 / 10
Risk-adjusted
Factor Attribution
Portfolio Stress Path
Smart Risk Summary
WHAT WE STAND FOR
Clarity
Plain-English output any client can understand.
Speed
Sixty seconds from upload to full institutional report.
Trust
Methodology that survives any compliance review.
Precision
Decimal-precise math you can stake your reputation on.
WHAT YOU GET
Summary
▼ 23.4% max drawdown
Factor Risk
▼ beta concentrated
Correlation
▼ stress spike +0.31
Liquidity
▼ 3.2× longer exit
Monte Carlo
▼ P95 scenario
Benchmark
▼ vs S&P 500
Client Impact
▼ goal at risk
Rebalancing
▲ clear actions ready
Tax Impact
▲ harvest opportunity
AI Memo
▲ high confidence
WHAT WE OFFER
Scenario Drawdown · Portfolio $2.4M
HOW IT WORKS
Upload your portfolio
Drop in an Excel file with your positions, or type tickers directly. Any size, any asset mix — Vantage handles it.
Choose a scenario
Pick from 6 historical crises or describe your own in plain English. Custom shock sliders let you fine-tune every factor.
Get full analysis in 60s
12-section institutional report: factor risk, liquidity, Monte Carlo, tax impact, AI memo — ready to put in front of a client.
COMPETITIVE LANDSCAPE
Riskalyze
$4–10K/yr
Recommended
Vantage
$99–799/mo
eMoney
$5–15K/yr
TRUSTED BY ADVISORS
“When the call came at 4pm on a down day, I had Vantage open before my client finished the sentence.”
Maria Hernandez, CFP®
Founder
Hernandez Wealth · $20M AUM
“My clients walk out understanding what just happened. That is the entire job.”
David Chen, CFA
Senior Advisor
Sterling Partners
“Riskalyze gave me a number. Vantage gives me an answer.”
Sarah Okonkwo, CFP®
Lead Advisor
Okonkwo Capital · $5M AUM
TRANSPARENT PRICING
No per-seat fees. No usage surprises. Cancel anytime.
For individual advisors who need fast, credible risk analysis.
Most Popular
For advisors who run client meetings and communicate risk clearly.
For larger firms and teams with advanced compliance needs.
GET STARTED
No credit card required. Cancel anytime.