How can I see an estimate of how much my portfolio may lose due to market movements?

Q: How can I see an estimate of how much my portfolio may lose due to market movements?

VIEW VALUE AT RISK (VAR) REPORTS View the Value at Risk Reports to see an estimate of how much your portfolio may lose due to market movements for a particular time horizon and for a given confidence level (probability of occurrence). This report is completed overnight for a one-day horizon only. The report is based on account and, where applicable, sub-portfolios, and supports consolidated data for Advisor and Broker client accounts. Use the button above or follow the below procedure to see the Value at Risk Reports: Log into Client Portal Click on Reports in the upper part of the window followed by Other Reports Select Value at Risk , edit the date, and click RUN . Additional Information Value at Risk Reports in the Client Portal Users' Guide.

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Accepted Answer

VIEW VALUE AT RISK (VAR) REPORTS

View the Value at Risk Reports to see an estimate of how much your portfolio may lose due to market movements for a particular time horizon and for a given confidence level (probability of occurrence). This report is completed overnight for a one-day horizon only. The report is based on account and, where applicable, sub-portfolios, and supports consolidated data for Advisor and Broker client accounts.

Use the button above or follow the below procedure to see the Value at Risk Reports:

Log into Client Portal
Click on Reports in the upper part of the window followed by Other Reports
Select Value at Risk, edit the date, and click RUN.

Additional Information

Value at Risk Reports in the Client Portal Users' Guide.