The Risk Report runs ~30 independent checks against your portfolio every time it is refreshed. Opening the full report can feel like staring at a wall of flags — which ones matter today? This article groups the rules into the 5 categories they actually fall into, so you can scan top-down instead of rule-by-rule.

The 5 Buckets Every Rule Falls Into

1
Concentration — any single thing too big
Single-ticker > X% of portfolio. Single-sector > 40%. Single-currency exposure. Single-broker custody risk. All ask the same question: what happens if one thing goes wrong?
2
Quality — what you hold might not be good
Earnings quality, dividend sustainability, balance-sheet stress, liquidity of the underlying. Flags names where the price may not reflect the deteriorating fundamentals yet.
3
Timing — a catalyst is too close
Earnings within N days, ex-dividend approaching, event clustering (multiple holdings reporting in the same week). Pre-event IV lift and gap risk bucket here.
4
Valuation — you are paying too much
P/E percentile stretched, price far above floor, yield near historical low. "Crowded-at-high" flags — the specific pattern where a large position is also at rich valuation.
5
Behaviour — position vs intent drift
Options Greeks drifting far from what you set up (gamma surprise, theta bleed), watchlist-to-position mismatch, tag discipline errors. The "did you mean to end up here?" bucket.

How to Read the Report in 60 Seconds

Do not read rule-by-rule. Scan bucket-by-bucket:

  1. Concentration bucket first. Any red flag here blocks every other decision — you cannot safely optimise inside a non-diversified book.
  2. Timing next. Same-week catalysts dictate what you can and cannot trade this week regardless of other flags.
  3. Valuation + Quality as a pair. A crowded-at-high flag in Valuation only matters if Quality is also flagging — if Quality is clean, the stretched multiple might be justified.
  4. Behaviour last. These rules generate nudges, not emergencies. Review but do not let them overwrite higher-bucket decisions.
Every rule in the report links to its own short explainer page. If a flag fires and the acronym does not mean anything to you, click through — do not guess. The 60-second scan is about prioritising which flag to read in full, not reading them all.

Where to Find the Report

The Risk Report is the landing view on the Positions page. Every flag is coloured by bucket and sorted by severity within bucket. Filters let you hide entire buckets (e.g. to focus only on Timing while catalysts are hot).

5 buckets: concentration · quality · timing · valuation · behaviour
Scan buckets, not rules · concentration blocks everything else
Valuation × Quality pair for a full read · Behaviour is nudges, not alarms

Open your Risk Report →