Regime Diagnostic

Risk isn't constant.

See how your portfolio behaves as regimes change.

Step 1 — Access Code

Step 2 — Choose what to analyze

Authenticate to see available portfolios.

Step 3 — Report details

Client / portfolio name Appears as the report title. Optional — defaults to the portfolio's name if blank.

Step 4 — Settings

Target sleeve Sidecar overlay — best paired with a well-diversified core portfolio. Build a custom blend instead

Target sleeve weight 20%

Portion of the portfolio reallocated to the target sleeve.

Funding source Where the overlay weight is carved from. US equity preserves international and fixed income allocations. At high slider values, US/All equity funding may cap the effective sleeve below the slider; pro-rata always allocates the full value.

Report style

Advisor (client-friendly) Institutional (CIO methodology)