Risk is not one number. Cognia keeps the six dimensions in view.
The Risk Engine reads a connected portfolio across concentration, liquidity, volatility, correlation, return, and tax — then surfaces the changes that may deserve action.
6/6
Decision dimensions
Continuous
Monitoring
Explainable
Signals
A portfolio can look diversified while repeating the same risk.
Wallets, exchanges, protocols, funds, and traditional positions can hide common exposures behind different labels. Cognia evaluates the portfolio as a connected system so drift and concentration are visible at the level where decisions are actually made.
Signals are presented with their inputs and assumptions so users can distinguish an actionable exception from ordinary market movement.
One portfolio, six lenses
Cognia combines dimensions that are often reviewed in separate tools, helping users see the trade-offs behind a rebalance rather than optimizing one metric in isolation.
- Concentration and factor exposure.
- Liquidity and ability to act under stress.
- Volatility, correlation, and portfolio interaction.
- Return expectations and tax consequences.
Continuous signals around decision moments
The engine is designed to surface changes while they can still inform a decision — before a large trade, after sharp movement, or when a filing or liquidity window approaches.
- Allocation drift and concentration thresholds.
- Liquidity changes across connected positions.
- Tax-sensitive rebalancing windows.
- Data-quality issues that weaken the confidence of a signal.
Scenario first, recommendation second
A recommendation is more useful when users can see what changes under different assumptions. Cognia keeps the current state, proposed move, expected trade-offs, and remaining uncertainty together.
- Compare current and proposed allocations.
- Show which dimensions improve, worsen, or stay unresolved.
- Preserve the reasoning for later review with advisors or committees.
Continue exploring
More from this part of Cognia, built around the same operating principles.
One conversation. A specialist team behind every answer.
The Cognia Multi-Agent Console turns a capital question into coordinated work across finance, portfolio allocation, asset operations, and tax — then returns one coherent, reviewable answer.
Know what is in every wallet — and what still needs attention.
Wallet Diagnosis turns fragmented addresses and exchange accounts into a controlled review flow for balances, transactions, transfers, spam assets, and cost-basis gaps.
Tax reasoning that starts with the jurisdiction and ends with the evidence.
The Cognia Tax Engine connects source activity, cost basis, lot matching, jurisdiction-specific rules, and report outputs so each conclusion can be reviewed from the transaction upward.
See portfolio drift before it becomes portfolio damage.
Bring your connected holdings into Cognia, then choose the plan that matches your portfolio depth.