SHEET 58 — PORTFOLIO RISK PILLAR

Your real position is the whole book.

Trades are decided one at a time, but risk arrives all at once. The portfolio pillar measures VaR, correlation, concentration and tail exposure across everything you hold — risk-adjusted decision support at the level where losses actually happen.

Educational research only. Not financial advice.

SEC. 01THE THREE QUESTIONS THIS PILLAR ANSWERS

VaR as a common denominator

Value-at-risk states, in one number, how much the book could plausibly lose over a horizon at a given confidence. It is a flawed number — and still the most useful starting point for comparing risk across positions and asset classes. GiottoO shows VaR alongside its assumptions, never as an oracle.

Correlation is the hidden position

Ten positions that all rise and fall together are one position, sized ten times. The correlation layer measures how your holdings actually co-move — including how those correlations changed in past drawdowns, which is when diversification usually gets tested and fails.

Tail risk gets its own math

Normal-market VaR says little about the worst weeks. Stress tests replay historical shock episodes and hypothetical scenarios against your current book: what a 2020-style vol spike, a rates shock or a single-name gap would do to the whole portfolio.

SEC. 02WHAT DATA POWERS IT

User-authorized portfolio data

Positions you enter or authorize — never pulled without permission, never shared.

Licensed market data

Prices, volatility and correlation inputs from licensed equity and options data distributors.

FRED macro series

Rates and stress-scenario context for the tail-risk layer.

Historical stress episodes

Public market history — 2008, 2020, 2022-style scenarios — used as replay templates.

DATA MAY BE DELAYED. Risk figures reflect the latest available data at computation time; free-tier data is delayed.

DATA SOURCES

3 SOURCES
FinnhubLIVEPublic source
TradierPLANNEDLicensed source
TiingoLIVEPublic source
last updated unknown · data may be delayedDelayed data

SEC. 03KEY TOOLS

Portfolio Radar

The standing watchlist view of your book: exposures, upcoming catalysts and risk flags per holding.

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Risk Panel (App)

The in-app live risk workspace — Greeks, concentration and margin context for connected portfolios.

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Risk Dashboard

The landing overview of portfolio Greeks, VaR, correlation matrix and stress tests.

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Position Sizing Calculator

Per-trade risk budgeting — the input discipline that makes portfolio math meaningful. Free.

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Decision Engine

Ask how a candidate position changes the whole book before you add it.

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Markets Hub

The seven asset pillars this risk layer sits on top of.

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SEC. 04WHAT EACH PLAN UNLOCKS

Free
Manual portfolio entry, 10 positionsBasic concentration readoutPosition sizing calculatorDelayed data
Premium — GiottoO Perspective · $29/mo
Unlimited positions & portfoliosVaR with assumption panelFull correlation matrixPortfolio Greeks for options booksWeekly portfolio risk notes
Pro $79/mo / Enterprise
Historical & hypothetical stress testsCustom scenario builderCSV / JSON exports + API accessPriority data refreshEnterprise: multi-book, family-office reporting

SEC. 05 — GET STARTED

Enter ten positions. See what you actually own.

The free tier covers a ten-position book. GiottoO Perspective ($29/mo) removes the cap and adds VaR, correlation and Greeks.

Start freeUpgrade — see pricing

SEC. 06 — RISK DISCLOSURE

VaR, correlation and stress figures are model estimates built on historical data; actual losses can exceed any modeled figure, and models fail most in exactly the extreme conditions they try to describe. These tools inform judgment — they do not replace it. Read the full risk disclosure before using this pillar.

SOURCE DISCLOSURE: portfolio analytics combine user-authorized position data with licensed market data, FRED series and public market history. Portfolio data is processed only with user authorization. Data may be delayed.

GiottoO provides educational market research, probability analysis, and risk tools based on public, licensed, or user-authorized data. GiottoO is not a broker-dealer, investment adviser, commodity trading adviser, or financial adviser. Nothing on this platform is financial advice or a guarantee of performance. Trading and investing involve risk.