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Verinax
Portfolio management and allocation
Verinax is for self-directed investors who own several stocks or ETFs and want to manage the portfolio with more discipline. It uses the same kinds of calculations that expert portfolio managers use to identify concentration and overlap, compare six ways to allocate the same holdings, and build a trade plan for the method the user chooses.
- Diagnoses diversification, concentration and near-duplicate holdings
- Compares six established portfolio allocation methods
- Turns the chosen allocation into a trade plan and monitors drift
Reach a rebalancing decision with a clearer view of portfolio risk, a comparison of credible alternatives and a practical plan for moving to the chosen target.
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Ballast
Investment risk assessment
Ballast is for individual investors who want to understand their risk profile and for wealth professionals who need a structured risk assessment during onboarding or KYC review. It measures willingness to take risk and financial ability to absorb losses, then explains eight parts of the result in plain language.
- About twelve minutes, with no sign-up required to start
- Eight separate measurements instead of one unexplained score
- A versioned result that supports discussion, documentation and later reassessment
Replace a one-number risk label with a clearer explanation of what the investor can afford, what the investor is comfortable with and what needs further discussion.
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