Every capability built for capital preservation
A detailed look at how Coursiv Ia identifies risk, forecasts exposure, and keeps your portfolio aligned with your risk tolerance — without manual spreadsheet work.
Built around three questions
What's at risk, how much, and what should change — Coursiv Ia answers all three continuously, not just at quarter-end.
Continuous Risk Scanning
Positions are re-evaluated on a rolling basis against volatility, correlation, and concentration thresholds, so drift is flagged before it becomes a loss.
Predictive Exposure Modeling
Machine learning models estimate forward-looking exposure under multiple market scenarios, giving you a view beyond historical performance alone.
Automated Alerting
When a position or sector crosses a defined threshold, you receive a clear, prioritized notification — not a buried entry in a report.
Scenario Stress Testing
Run your current allocation against custom or historical stress scenarios to see where capital is most vulnerable before conditions shift.
Portfolio-Level Dashboards
A single view consolidates risk scores, trend direction, and flagged items across every holding, so nothing requires a separate spreadsheet.
Configurable Thresholds
Set risk tolerance at the portfolio, sector, or position level so alerts reflect your actual mandate rather than a generic default.
Risk scoring that updates as markets move
Instead of static ratings reviewed periodically, Coursiv Ia recalculates a composite risk score for each holding as new data arrives. Scores factor in volatility trends, correlation shifts, and liquidity signals, giving you a current read rather than a lagging one.
Each score is traceable — you can see which factors are driving a change, so decisions are based on reasoning, not a black-box number.
Fewer surprises, clearer decisions
Most risk tools report what already happened. Coursiv Ia is designed to surface what's forming — a concentration building quietly, a correlation shifting between holdings — before it shows up as a loss on a statement.
The result is a workflow where reviewing risk takes minutes, not hours, and every alert comes with enough context to act on immediately.
From data to decision
The features above work as one continuous pipeline, not separate tools you have to stitch together.
Connect your portfolio
Link holdings and set your risk tolerance parameters at the portfolio or position level.
Continuous analysis runs
Risk scoring, predictive modeling, and stress scenarios run in the background without manual input.
Act on prioritized alerts
Review flagged items in the dashboard and adjust allocation with full context on what triggered the signal.
Where these features get used
Daily portfolio monitoring
Replace manual spreadsheet checks with continuous scoring and alerting across every position you hold.
Client-ready risk views
Pull a clear, current risk summary per client portfolio without rebuilding reports from scratch.
Pre-rebalance stress checks
Run scenario testing before committing to a rebalance, so changes are made with forward visibility.
See these features applied to your portfolio
Request access and we'll walk through how Coursiv Ia maps to your current holdings and risk tolerance.
Request Access Or contact our team directly