tradingRisk planning tool

Portfolio Risk Checker

Review position weights, stop distances, risk per holding, concentration, and total planned risk exposure.

Runs in browserNo signupCopy or download result
Run the tool

Risk planning tool

Calculate the limit before the decision gets noisy.

Enter the values, check the assumptions, and leave with a number you can put directly into a plan or journal.

Inputs

Enter the numbers, units, dates, or scores.

Check

Review the primary value and the assumption that produced it.

Use

Copy the result into the next plan, note, or Studio step.

Portfolio risk check

Paste simple rows to estimate position concentration and total planned risk.

Educational risk planning only. This tool does not fetch market data, connect to a brokerage, or provide buy/sell signals.
Exposure
37.0%
Planned risk
1.9%

$940.00

Top sector
Tech

28.6%

TickerWeightRiskSector
AAPL11.4%0.5%Tech
MSFT17.2%0.8%Tech
XLF8.4%0.6%Financials

Inputs and result

Planning result

Carry the important numbers into your watchlist or trading journal before the trade becomes emotional.

Risk number
Max loss, exposure, stop distance, or R multiple.
Decision note
Mode, invalidation line, position cap, and warning flags.
Next step
Continue to the EOD trading guide or SignalBase EOD.

Examples

How to use this result

Use Portfolio Risk Checker when you need to review position weights, stop distances, risk per holding, concentration, and total planned risk exposure.

Use it to turn a trade idea into explicit numbers, invalidation levels, exposure limits, and next-step notes before committing capital.

Common use cases

  • Turn a trade idea into explicit educational risk notes before acting.
  • Calculate position size, stop distance, R multiples, and portfolio exposure before placing a trade.
  • Convert market notes into a repeatable decision card or pre-trade checklist.

How to use it well

  1. Start in the tool area above and enter the smallest complete input that represents your task.
  2. Review the calculated risk, mode, or checklist result.
  3. Adjust inputs until the plan fits your written rules.
  4. Copy the result into your journal, watchlist, or pre-trade plan.

Practical tips

  • Use conservative assumptions for slippage, gaps, and liquidity.
  • Keep risk per trade and total portfolio risk explicit before thinking about upside.
  • Treat scores and checklists as decision support, not predictions.

Limitations to know

  • Trading tools are educational and do not constitute financial advice.
  • The tools do not fetch live market data, verify ticker fundamentals, or connect to brokerage accounts.
  • Real outcomes can differ because of gaps, slippage, leverage, fees, taxes, and execution errors.

FAQ

Q: Does it connect to my brokerage?

A: No. Paste simple position rows. Nothing is uploaded or connected to an account.

Q: How should I enter holdings?

A: Use one row per position, for example: AAPL, 30, 190, 182, Tech.

Useful nearby tools

More in Trading Tools

Privacy: This tool runs entirely in your browser. No data is sent to our servers. We don't store, share, or have access to any of the information you process here.