It evaluates your portfolio across four dimensions - concentration risk (how much sits in one asset), liquidity risk (ability to meet near-term cash needs), cash flow adequacy (income vs. outflows), and tax efficiency. These combine into a single 0-100 score where lower is healthier.
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Risk & Portfolio
HNI Risk Scorecard
Review liquidity, concentration, and cash-flow buffers in one reference scorecard.
5 minEducational model only
Visualization
Modeled Risk Mix
Moderate modeled pressure in at least one tracked dimension.
Watchlist
Total Score
41/100
Concentration
44%Liquidity
21%Debt
8%Tax
27%Concentration
42% in one position
Tax Hygiene
Annual review
Calculator
42%
Model Risk Score
41/100
Moderate modeled pressure in at least one tracked dimension.