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 include bank accounts in the calculation for a client's current portfolio risk score, navigate to the Gear Icon > Settings > Methodology tab within the client plan. Near the bottom of the page, check the box next to the 'Include bank accounts in Asset Allocation chart' setting, and click Save in the lower right:
Back in the Investment > Risk > Summary tab, the current portfolio risk score will now be updated to reflect the new standard deviation of the current allocation, with bank accounts included. Bank accounts will also be found within the Action Items > Edit drawer, if you'd like to make further adjustments to which bank accounts are included in the risk score calculation:
Click here to return to the Current Portfolio Risk Score home page.
