NewPro
Risk Budget: year-end review on 31 December
At the turn of the year, the Risk Budget records the status per portfolio and group. Emails now only come for a loss floor you fixed yourself.
For whom: Pro
What is new
At the turn of the year, the status of the Risk Budget per portfolio and per portfolio group is recorded. A card at the top of the page shows it, All portfolios has a table, and the overview has a line of its own. There, the loss floor can be kept, changed or fixed. In January, fixed limits get an email if the risk channel is on.
The loss floor is now either calculated or fixed. A calculated limit moves with the portfolio and sends no emails. Only Fix saves it with a date, and only fixed limits send emails. The Use loss floor switch is gone, and the email can be switched on and off right below the limit.
What this means for you
At year end you see at a glance how your Risk Budget stood, and you can set the limit for the new year on purpose. Warning emails only come for limits you have fixed.
Where to find it
The page is called Risk Budget and sits in the sidebar. The Risk Budget is part of Pro, and on the Free plan the page shows a preview.
This entry describes an edgio feature. It is not investment advice. Disclaimer