Active Risk Monitoring™

Active Risk Monitoring™2025-04-03T09:27:27-05:00

Guides & Tutorials

Add Stocks	Upload CSV...	Open Saved List	New Portfolio
Save As...	Save	Rename	New Portfolio

	Symbol	Company	Price	Market Cap	PRI	FRI	ERI	FRR	V1	eLiq.	eStr.	eDur.	eVal.	FRN	E1	E2	E3	E4


Limit 500 stocks per portfolio list. Format your CSV file to include the following headers: • Stock symbol: "Symbol" or "Ticker" • # of shares: "Shares", "# of Shares" or "Qty" • (Optional) % of portfolio: "% Portfolio" or "% of Portfolio"