SEC-registered investment adviser

AI Risk Officer

Review concentration, correlation, liquidity, and downside risk across your connected holdings. Risk Officer highlights issues that may deserve attention before you decide whether to act.

Review my portfolio risk
Independent by design
Read-only by default
You decide
Am I too concentrated?
What's my real downside?
Is this trade too risky?
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Stocks
Apple
···
Overview Dividends Notes
$300.24 +11.1% 1M
Position$24,018
Quantity80
P&L+$14,932
AAPL

Your 80 AAPL shares ($24,018, 2.6% of portfolio) are up 11.1% this month as targets move toward $350. Want the drivers and where consensus sits?

What's driving the rally? Time to take profits?
Ask AI Advisor about AAPL... →
Why it's a real second opinion

A reviewer that can actually disagree

Risk Officer reviews recommendations from a separate risk perspective. It checks concentration, correlation, liquidity, and downside exposure, then surfaces issues that may deserve a closer look before you decide whether to act.

The proposal
Portfolio Manager
"NVDA has strong momentum and fits your growth tilt. Adding to it raises expected return."
The proposal focuses on potential upside and portfolio fit.
≠
Separate model
The independent review
Risk Officer
"I'd push back. You're already 61% technology once index overlap is counted. Adding NVDA concentrates that further."
Risk Officer surfaces the risk context, explains the reasoning, and leaves the decision to you.

Five portfolio risk checks

Before any recommendation reaches you, it runs the same five checks a careful adviser would, on your actual positions rather than a model portfolio.

Risk
Officer
Independent review
Concentration risk
Hidden correlation
Scenario stress
Liquidity
Portfolio fit
Risk review Before you decide
See it in the app

Portfolio risk review in the app

Connect your accounts and review risk signals across your portfolio, including concentration, correlation, liquidity, and downside exposure.

Investor reviewing a risk flag in the 8FIGURES app
Concentration flaggedReviewed before you acted
Reviewed before you act
Every buy, sell, or rebalance is stress-checked the moment it is proposed.
Plain-language flags
Concentration, correlation, and liquidity risk in a sentence, not a spreadsheet.
You stay in control
It advises and explains. You decide, and it never trades for you.
Download on the App Store Get it on Google Play

The review happens before you see the answer

Not a warning after the fact. On every recommendation the Risk Officer completes its review first, so your answer already has any risks flagged.

Should I add to NVDA here?
Checking concentration across accounts
Testing correlation with your index funds
Running downside scenarios…
1

You ask

A portfolio question, in chat or from a daily insight.

2

The team drafts

Your advisor routes it and a recommendation takes shape.

3

It reviews, independently

A separate model re-checks the numbers with its own risk tools.

4

You get one answer

A single recommendation, with any risks already flagged.

The verdict is finished before your answer starts. If a check can't be completed, it says so rather than guessing.
Guardrails

Built to advise, never to override

It never blocks a tradeIt has no veto. It surfaces concerns and asks the hard question, then the decision is yours to make.
It never trades for youRead-only by default. It cannot place orders or move funds. You execute every trade yourself.
No invented numbersEvery risk figure comes from its own tools over your real holdings, never from a model guessing.
No proprietary productsIt has nothing to sell you. A flat subscription, paid only by you, so its guidance is designed to stay aligned with your interests.

One specialist on a team that works only for you

Five specialized AI agents, led by your AI Investment Advisor. They challenge each other, and you, so the guidance you review is designed to stay aligned with your interests.

Portfolio Manager

Builds & rebalances your allocation.

Research Analyst

Digs into every stock you own.
This page

Risk Officer

Reviews risk & challenges the team.

Tax Advisor

Optimizes for after-tax returns.

Financial Planner

Tracks progress to your goals.

We keep your data safe. Always.

Accounts connect in read-only mode via trusted providers. Bank-level security and AES-256 encryption mean even our team can't access your data without your explicit approval.

AES-256 encryptionRead-only via Plaid & SnapTradeSEC-registered adviserData never sold

Common questions

Will the AI Risk Officer block my trades?+
No. Risk Officer does not block trades, place orders, or move funds. It surfaces risk context for you to review, and you decide whether to act.
What makes it a real second opinion?+
Risk Officer reviews recommendations from a separate risk perspective. It checks concentration, correlation, liquidity, and downside exposure, then highlights issues that may deserve closer review.
When does the review happen?+
Risk Officer reviews recommendations before they are shown where possible, so relevant risk context can be included in the answer you review.
What is portfolio concentration risk?+
Portfolio concentration risk means a large share of your portfolio depends on one position, sector, geography, or theme. Risk Officer can help identify concentration across connected accounts.
Can a diversified-looking portfolio still be concentrated?+
Yes. Different funds and individual holdings can share similar underlying exposure. Risk Officer can help review overlap across connected holdings and highlight areas that may deserve attention.
Where do the risk numbers come from?+
Risk Officer is designed to use connected portfolio data, market information, and risk tools where available. If data is limited or a check cannot be completed, the output should indicate that.
Does Risk Officer predict losses or drawdowns?+
No. Risk Officer does not predict future losses or guarantee outcomes. It reviews risk signals such as concentration, correlation, liquidity, and scenario exposure so you can understand what may deserve attention.
Does 8FIGURES trade for me or manage my money?+
No. 8FIGURES is read-only by default, it cannot place trades or move your funds. The team lays out a clear recommendation and explains the reasoning; you decide what to act on and place any trades yourself. You stay in control at every step.
Is my financial data safe?+
Yes. Accounts connect in read-only mode through trusted providers, protected with bank-level security and AES-256 encryption and strict access controls. Even our team cannot access your data without your explicit approval, and your data is never sold.

Know your real risks before they cost you

A full investment team, on a flat fee, with a second opinion built in.

Review my portfolio risk