Portfolio Risk Monitor

Point FN2 at a list of holdings and get a standing read on concentration, drawdown, factor exposure, and single-name risk, the things that quietly build up while you watch the headlines.

A real FN2 portfolio risk read on a demo portfolio, concentration, drawdown, factor exposure, and risk flags (dark theme) A real FN2 portfolio risk read on a demo portfolio, concentration, drawdown, factor exposure, and risk flags (light theme)
A real FN2 risk read on a demo portfolio, generated, not mocked up.

The risk in a book is rarely the position you’re worried about. It’s the concentration that drifted, the factor bet you didn’t mean to make, and the earnings date you forgot was coming.

FN2 keeps an eye on all three. Give it a list of holdings, a watchlist or saved collection, and it reads concentration, drawdown, sector and factor exposure, and the catalysts on each name, then writes a plain-English risk read. The example above is a real run on a demo portfolio.

What it watches

  • Concentration. The top weights and how far the book has drifted from its target, plus the sector tilt that follows.
  • Drawdown and volatility. The book’s drawdown, the biggest movers, and the names driving the volatility.
  • Sector and factor exposure. Where the real bets are, the factor the whole book is quietly leaning on.
  • Single-name risk flags and catalysts. The names carrying outsized risk, with upcoming earnings dates and events on each.
  • A “what changed” alert. A short read on what moved since last time and what to watch next.

How the agent works

How FN2 works: a stock or topic you care about flows into transcript, financials, news, price-move, and earnings evidence, then a research agent monitors the key signals automatically and delivers an email report and notifications. How FN2 works: a stock or topic you care about flows into transcript, financials, news, price-move, and earnings evidence, then a research agent monitors the key signals automatically and delivers an email report and notifications.

Run it on demand, or set it on a schedule so the risk read comes to you, before a concentration creeps up or a catalyst lands unannounced.

See the risk before it finds you

The old way With FN2
Eyeball weights in a spreadsheet Concentration and drift, read for you
Notice the drawdown after it hurts Book drawdown and the biggest movers, flagged
Miss the factor you’re really long Sector and factor exposure made explicit
Get surprised by an earnings date Single-name flags with catalysts attached

It’s not advice and it won’t trade for you. It’s the standing risk check a desk would run, so the build-up is something you see, not something that finds you.

Run a risk read free

The portfolio shown is a demo for illustration only. FN2 is a research tool for educational use and is not investment advice.