We can't eliminate risk. We do eliminate surprises.

Risk. Contrary to what some might tell you, it's not necessarily a four-letter word. Surprises, on the other hand? Well, let's just say they're not what you're looking for when you have money on the line. That's why we've developed a clear, intuitive rating system to let you know precisely how much risk you're taking on when you invest in a Covestor portfolio.
Risk score 2, Long only

Your risk at a glance.

Every Covestor portfolio is assigned a risk score by our Investment Analysts. It looks like this:
When you sign up with Covestor, your account is assigned a risk score based on a short Suitability Questionnaire. Then we ensure that you don't allocate money to portfolios that have a risk score higher than yours.

examples of our graphs and charts

You can dive as deep as you want.

Of course, a single graphic can't tell you everything you need to know about a portfolio. So you'll also have a completely transparent view of nearly everything else you need to know about our portfolios — from Alpha to Sharpe ratio, from the good to the bad and everything in between. All presented in plain English, not jargon. So rest assured, you'll be investing with your eyes wide open.

There's risk, and then there's just plain risky.

There are certain things that we believe are just too risky to let through our investment filters. We'll never allow you to be exposed to things like investments in illiquid securities or over-leveraging. We can't tell Portfolio Managers how to invest their own money. But we can protect yours from anything we believe is too risky.

Try Covestor free No cost, no obligation $100,000 virtual account

or learn more about our fees