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RiskcoPortfolio

Investment management with advanced financial technology
Essential information, professional tools and personalized monthly recommendations
Free

Mobile App
for iOS and Android
All type of assets and trades

All types of assets
(Stocks, bonds, deposits, cash, mutual funds -includes the types of assets inside-, options and futures -fi, eq, currency and commodities, interest rates, spreads and indices) and trades (buy, sell, splits, swap, capital increase, coupons, dividends, expenses and income, maturities, transfers, investment and withdrawal).
Aggregated, centralized and automated portfolio

You will maintain a complete, centralized, well organized and easily accessible historical record of all your investments.

Register in Riskcotrade's web portal and, with maximum security, connect with all your banks and aggregate all your invetment portfolios and trades.
WITHOUT INQUIRY THERE IS NO POSSIBLE IMPROVEMENT

What is the risk and return of my portfolio?

Your bank only show abstracts with the portfolio valuation.


Am I using the appropriate benchmark?

The benchmark, when it exists, is usually biased or inadequate.


How can I aggregate investments in different financial institutions?

They rarely allow you to do so.


Investing with inadequate benchmarks or without benchmarks at all exposes you to serious mistakes. Best case scenario, your returns will be well under potential return.

How does RiskcoPortfolio solve this problems?

We offer risk and return of your aggregate portfolio which you can compare with the benchmark you choose.

If you wish a second opinion we will send you, with no cost at all, the most appropiate benchmark for your portfolio.

With us, you will able to freely aggregate investments in different institutions.

From now on you can start investing with appropriate references and correctly evaluate your results

CONTINUOUS SELF-ASSESSMENT IS CRUCIAL

If you are an investor who wants to take more time to improve your results, RiskcoPortfolio provides the most advanced tools:


  • Executive summary of investment control
  • Risk-return alerts on your portfolio
  • Personalized graphical monitoring of the risk and return of your portfolio compared to a benchmark
  • Portfolio and multidimensional portfolio *
  • Operational and probabilistic bounds controls
  • Top ten
  • Risk
  • Portfolio composition
  • P&L per asset, closed and open trades *
  • What if *
  • Trading ticket *
  • Benchmark selection *
  • Bank aggregators *
  • Calculators *

* Only available on the internet version

Big roboadvisor

Big Robo-Advisor is a new automated assessment concept, which presents two big improvements with respect to traditional Robo-Advisors.

  1. It’s useful for all types of investors- big, small, beginners and experts-
  2. You don’t need to do anything, not even fill a risk assesment questionnaire.

Each month you receive the return of your portfolio. Sometimes, these are better than expected but others are worse. In response to this situation, you have three options:


Do nothing

Decide according to your expectations at the moment

Implement the DoR model –“Dynamic optimal Risk”–

DoR dynamically reweighs equity and bonds of yout portolio at the rate of your accumulated gains and losses. This logic generates continuous small successes that lead to maximize the final return of the portfolio.

DoR is a mathematical proven model which generates quantifiable benefits and is reproducible-it does not depende on the favorable moment of certain people-. A rational, reliable improvement.

At the end of each month you’ll receive, totally free, a personalized recommendation in order to increase or decrease the weights of equity over fixed income (up to 3%).

In the long term, we estimate that you will obtain an additional annual return between a 0.25% and a 1%.

How can RiskcoPortfolio help you?




Private investors

Evaluate in the right way the results of your investments. At any time, you will be able to compare the return and the risk of your aggregate portfolio with the index, simple or compound, that you choose.

Millions of investors need this information: it is not provided by their bank at all or it provides them a comparison index not suitable to their needs. Or maybe, they work with two or more banks at the same time.

If you want to go further, you will have at your disposal more advanced analysis tools.

Professional investors

You will enjoy free access to high level tools.

Big roboadvisor. All investors

Every end of the month, you will receive a personalized recommendation of your portfolio that increases or decreases the weights of the variable income over the fixed one (maximum 3%).

In the long term, you will get an additional annual return of between 0.25% and 1% This is passive management 2.0 A touch of financial sophistication!

RISKCOPORTFOLIO


ALL TYPE OF ASSETS AND TRADES

All types of assets (Stocks, bonds, deposits, cash, mutual funds -includes the types of assets inside-, options and futures -fi, eq, currency and commodities, interest rates, spreads and indices) and trades (buy, sell, splits, swap, capital increase, coupons, dividends, expenses and income, maturities, transfers, investment and withdrawal).

INVESTMENTS AGGREGATOR

You will keep a complete, centralized, well managed, and easily available investments historic archive.

Register in Riskcotrade's web portal and, with maximum security, connect with all your Banks and aggregate all your portfolios and trades. It's free.

ADVANCED

  • Executive summary of investment control
  • Risk-return alerts on your portfolio
  • Personalized graphical monitoring of the risk and return of your portfolio compared to a personalized benchmark.
  • Operational and probabilistics bounds controls
  • Portfolio
  • Top ten
  • Risk
  • Portfolio composition

INNOVATES

Big roboadvisor

A Big Robo-advisor is a new concept that maximizes the practical use of Robo-advisors.
Robo-advisors are used by a very small segment of the clients of a financial institution while a Big Robo-advisors are used by 100% of the clients with savings-investment products (deposits, stocks, funds, plans, ... ), large or small, experienced or not.
The clients of a Robo-advisor need to complete a specific questionnaire of risk profile while the clients of a Big Robo-advisor do not have to fill in anything. It is enough to know the flow of profit and loss of your portfolio of, at least, the last 3 months.
There will always be periods with better or worse results than expected. Given this, there are two possibilities:
  1. Take a decission that is based on the expectations you have at each moment
  2. Do not use expectations and apply, monthly, the DoR model - "Dynamic optimal Risk" - which consists in dynamically re-weighting the weights between stocks and bonds, adjusting them to the level of risk that maximizes the final return

DoR is a mathematical model, well contrasted, that provides quantifiable benefits and is replicable - it does not depend on the good moment of some people-. A reliable, rational improvement.

At the end of the month, you will receive a personalized recommendation of your portfolio that increases or decreases the weights of the variable income over the fixed one (maximum 3%).

In the long term, you will get an additional annual return of between 0.25% and 1% This is passive management 2.0 A touch of financial sophistication!

Ask for the Strengths & Weaknesses investments portfolio report. Your portfolio analyzed under 8 differents views.

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