Every feature built around one question: what's the risk?
Eriswell combines automated monitoring, rules-based position sizing, and plain-language reporting so you can hold a portfolio without checking it every hour. Below is a detailed look at how each part works.
What Eriswell actually does, day to day
Each capability below runs continuously in the background. You set the boundaries once; the system enforces and reports on them going forward.
Continuous Risk Scoring
Every holding in a connected portfolio is assigned a dynamic risk score based on volatility, concentration, and correlation to the rest of the book. Scores update as market conditions shift, not just at month-end.
Rules-Based Exposure Limits
You define maximum exposure per position, sector, or asset class. Eriswell flags breaches automatically and shows exactly which rule triggered, rather than leaving you to guess.
Drawdown Alerts
Threshold-based alerts notify you when a portfolio or individual position crosses a drawdown level you've pre-set, so reactions happen on your terms rather than in a panic.
Plain-Language Reporting
Weekly and monthly summaries translate portfolio movement into short, readable notes — what changed, why it likely changed, and whether it falls inside your stated risk tolerance.
Scenario Stress Checks
Run a current portfolio against historical stress scenarios (rate shocks, sector drawdowns, liquidity squeezes) to see how it would have behaved, without committing real capital to find out.
Audit-Ready Activity Log
Every automated action, alert, and rule change is timestamped and stored, giving you a clear record of what the system did and when — useful for your own review or year-end reconciliation.
How the monitoring engine works
Eriswell ingests position-level data from connected accounts on a rolling basis and runs it through a rules engine you configure at setup. Rather than generic market alerts, the system checks your portfolio specifically against the limits you defined — concentration caps, sector weightings, volatility bands — and only surfaces what's relevant to your account.
The goal isn't to predict markets. It's to make sure a portfolio never silently drifts outside the risk profile you agreed to when you set it up, and to tell you clearly when it has.
Feature coverage by account type
Not every feature applies identically across account types. This table outlines which capabilities are active by default for each tier.
| Feature | Standard | Plus | Managed |
|---|---|---|---|
| Continuous risk scoring | Included | Included | Included |
| Custom exposure rules | Basic presets | Fully custom | Fully custom |
| Drawdown alerts | Email only | Email + in-app | Email + in-app |
| Scenario stress checks | Not included | Monthly | On demand |
| Reporting cadence | Monthly | Weekly | Weekly + review call |
Where these features matter in practice
A few common situations where the feature set above changes the outcome compared to manually watching a portfolio.
A single position grows faster than the rest of the portfolio over several months, quietly pushing total exposure past the limit originally set.
Broad market volatility rises sharply over a short window, affecting correlated holdings across a portfolio simultaneously.
A side-hustle investor checks in once a week and wants a quick read on whether anything needs attention, without digging through raw data.
Set up your risk boundaries once
Create an account to configure exposure limits, connect accounts, and start receiving automated reports.
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