Help

Learn Genesis Risk Monitor

Step-by-step guidance for portfolio workflows, analytics, market data, research, workspaces and account configuration.

Browse by workflow

Documentation

These guides were migrated from the existing Genesis Risk Monitor public documentation and are now available as permanent, linkable Help Center pages.

First Workspace Setup Command Palette Workflow Create or Import a Portfolio

Workspace

Portfolios Positions Risk Analytics Allocation Integrations Analyze a Client Account

Markets Overview Professional Chart Market Heatmap Watchlist News Feed Screener Company Price Card Earnings Calendar Dividend Calendar

Economic Indicators

Analysis Risk Analysis DCF Valuation Backtesting Scenario Analysis

VaR Calculator Factor Exposure P&L Attribution Limit Monitor

Fundamentals Analysis

Create and Manage Proposals Create a Model Portfolio Compare a Client Portfolio with a Model Jupyter Notebook Chat

Settings

Learn Genesis Risk Monitor

Documentation

Getting Started

Workspaces

Portfolio Operations

Market Data

Macro Context

Analysis

Risk Analytics

Research

Workflow Tools

Account