Bridgewater Risk Assessment

Analytics

Included in Pro & Elite

Assess portfolio and market risks using all-weather principles inspired by Bridgewater Associates methodology.

Named for the style of research it follows. TradeAnalysis is not affiliated with or endorsed by Bridgewater Associates.

Runs on Pro ($14.99/month) and Elite. One run uses one prompt.

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Capabilities

Risk factor decomposition
Correlation analysis
Stress testing
All-weather assessment

How it works

This workflow decomposes a portfolio or position into its underlying risk factors — market beta, rate sensitivity, sector concentration, currency exposure — rather than treating "risk" as a single number. It runs a correlation check across the position's largest risk factors to flag hidden concentration (e.g. two holdings that look diversified on paper but move together in a downturn), and a basic stress-test against historical drawdown scenarios. The output is a factor-by-factor breakdown, not just an overall risk score. Input is your actual holdings as ticker-and-weight pairs (e.g. "AAPL 25% MSFT 25% SPY 30% GLD 20%") plus total portfolio value, market, and currency -- without real position weights the correlation and concentration checks have nothing to decompose, so this only works on an actual portfolio, not a hypothetical one.

Read the full methodology →