Include or Exclude Investments - Current Portfolio Risk

Within the Investment > Risk > Summary tab of each client plan, RightCapital will calculate and display a risk score for the client's current portfolio.

If you'd like to exclude a specific investment account from being factored into a client's Current Portfolio Risk Score, scroll down and open the Action Items at the bottom of the page. Clicking the Edit button in the lower right will open a drawer on the right of your screen, displaying all of the investments that are included in that client's portfolio:

If you'd like to exclude a specific investment account from being factored into a client's current portfolio risk score, simply uncheck the box next to that account, and click Save in the lower right. This will cause the risk score to be recalculated, with the unchecked account now excluded. Excluded accounts can be reincluded at any time via the same steps.