A calm weekly look at your portfolio's risk.

Every Friday at 17:00: concentration, holdings that move together and the risk events coming up.

Agents are copilots: they summarize and organize, never give buy, sell or hold calls. Not financial advice.

Risk Monitor

Weekly risk review

Risk snapshot: concentration and upcoming events (NVDA,AAPL,MSFT,AMD)

• Concentration: AMD 43.1%, AAPL 28.8%, MSFT 14.5%, and NVDA 13.6% of the four priced holdings. [1]

1 sourceas of Oct 12, 2026

Real output from Oct 12, 2026, quoted word for word. Fact-checked Oct 14, 2026 against the IEX end-of-day closes, the BLS release schedule and Vero's own calculations it cites. See the full example

Holdings are the test account's sample portfolio.

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use.

The full example

Everything it reported.

The same run, quoted in full, with every source it cited.

Risk Monitor

Weekly risk review

Runs Fridays at 17:00

Run Oct 12, 2026 · as of Oct 12, 2026 · fact-checked Oct 14, 2026

Risk Monitor24 days ago

Risk snapshot: concentration and upcoming events (NVDA,AAPL,MSFT,AMD)

• Concentration: AMD 43.1%, AAPL 28.8%, MSFT 14.5%, and NVDA 13.6% of the four priced holdings. [1]

• No pair of your holdings shows a daily-return correlation of 0.7 or higher over roughly the last 3 months. [2]

• Upcoming risk events next week (per macro calendar): CPI on 2026-10-14, Real Earnings on 2026-10-14, PPI on 2026-10-15, and Import/Export Prices on 2026-10-16. [3][4][5][6]

• Recent price context: NVDA last close 238.98 on 2026-10-05; AAPL 338.40 on 2026-09-28; MSFT 509.36 on 2026-09-28; AMD 607.88 on 2026-09-28. [7][8][9][10]

Sources

Real output from Oct 12, 2026, quoted word for word. Fact-checked Oct 14, 2026 against the IEX end-of-day closes, the BLS release schedule and Vero's own calculations it cites.

Holdings are the test account's sample portfolio.

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use.

What it does

What the Risk Monitor does

ConcentrationEach holding's share of your priced portfolio, computed by Vero, not guessed.
Moves togetherPairs of holdings whose daily returns are strongly correlated over about three months.
Next week's eventsOfficial macro dates and your holdings' earnings.

When it runs

Fridays at 17:00

Runs Fridays at 17:00.

Who it's for

You hold a handful of stocks and want to notice when one grows too large.
You prefer one weekly check to daily alerts.

Risk Monitor questions

How does the Risk Monitor measure risk?

With simple, checkable numbers Vero computes itself: each holding's share of your priced portfolio, and which holdings' daily returns have been strongly correlated over about three months. The AI explains them; it does not invent them.

When does it run?

Fridays at 17:00 by default, in your own time zone. You can change the day and time.

Will it email me?

Only if you turn email on for that agent; it is off by default. Email goes to your account's verified address for findings above the agent's importance threshold, respects quiet hours and a daily cap, and every email has a one-click unsubscribe.

Will it tell me to rebalance or sell?

No. Vero agents summarize and organize information. They never give buy, sell or hold calls, and they cannot place trades.

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