The Investment > Risk > Details tab of each client plan will display key information for individual assets that make up that client's investment portfolio:
From left to right you will see the account name, owner, and tax category, followed by:
Allocation: The Equity / Fixed Income split for that account, based on the asset allocation entered in the Profile > Net Worth section.
Standard Deviation: The standard deviation for that account, based on the asset allocation entered in the Profile > Net Worth section.
Risk Score: The risk score for that account. Risk scores range from 1 to 100, and are calculated based on the standard deviation of that asset.
The Details tab will display all of the client's assets that are included in their current portfolio risk score. You can customize which assets factor into their current portfolio risk score via the Action Items > Edit drawer.
