Risk rate portfolios with your Oxford Risk solution ▶️

The Portfolio Risk Calculator is only available on Investor Compass 2.0. If you are unsure of what version of Investor Compass you are currently using, please visit this guide.

This video shows how to use our Portfolio risk calculator to rate your own funds. If you have any additional questions please contact our support team.

We recommend using the attached template to keep track of the funds you are rating with our tool.