Portfolio Tools

Risk analytics, return attribution, and compliance tracking for your ethically screened portfolio.

Portfolio Overview

The Portfolio module provides a consolidated view of your current holdings, their ethical screening status, signal scores, and contribution to overall portfolio risk and return. Note: Nucore does not connect directly to your brokerage — you manually input or import your holdings for analysis.

Analytics Available

Risk Metrics

• Portfolio-level standard deviation and beta
• Value at Risk (VaR) at 95% and 99% confidence
• risk-adjusted performance
• Sharpe and Sortino ratios (based on your reported returns)

Return Attribution

• Strategy attribution: how your portfolio return compares to the broader ethical universe
• Sector attribution: return contribution by sector
• Stock-level contribution ranking

Ethical Compliance

• Current screening status for each holding (Pass / Watch / Fail)
• Alerts when any holding fails a screening layer
• Recommended charitable allocation total
• Exportable compliance report for your records

Sector Exposure

The sector exposure view shows your portfolio's concentration by GICS sector, compared to the broader ethically screened universe. Over-concentration alerts are triggered when any single sector exceeds 35% of your portfolio.

Data Retention

Portfolio analytics history is retained for 90 days (Individual subscribers) or 180 days (Institutional subscribers) after subscription lapse. All data is exportable before lapse.