Portfolio / 03

Holdings become useful when exposure becomes visible.

A demo portfolio view that prioritises allocation, contribution to P&L and concentration instead of celebrating a single headline return.

ENV DEMOREGION Johannesburg / ZAEXECUTION SIMULATED ONLY

Demo NAVR770.7killustrative

Cash buffer18%USD cash

Largest weight24%NPN demo

1-day scenario-2.8%stress estimate

NPN24%R184,920+R12,480

S&P 500 ETF22%R169,510+R8,920

USD Cash18%R138,740+R1,310

Gold14%R107,910+R7,180

BTC12%R92,490+R9,870

Other10%R77,120-R1,120

Financial analyst reviewing market data in a Johannesburg trading office

Portfolio intelligence

Return is one number. Risk has shape.

Sector concentration, currency exposure, cash and correlation deserve equal space. The template makes those relationships visible before a user reaches for the trade button.

Open Risk Lab