Features
Every tool you need to turn data into a structured plan
Corvalix brings together risk profiling, automated analysis, and clear reporting so you can make decisions without second-guessing the numbers.
Core Capabilities
A complete feature set, built around your risk profile
Each feature below is designed to reduce manual guesswork and replace it with a repeatable, data-backed process — from the first questionnaire to ongoing portfolio review.
Risk Profile Assessment
A structured questionnaire captures your time horizon, capacity for loss, and objectives, converting qualitative answers into a quantified risk score used across every other feature.
AI-Driven Data Analysis
Our models process market and portfolio data continuously, surfacing patterns and correlations that would take a manual review far longer to identify.
Automated Rebalancing Signals
When your allocation drifts outside the bounds set by your risk profile, Corvalix flags it clearly, so adjustments are made on evidence rather than impulse.
Plain-Language Reporting
Dashboards and summaries translate complex metrics into straightforward language, so you understand what changed and why — not just a wall of numbers.
Continuous Monitoring
Rather than a one-off assessment, your profile and portfolio are reviewed on an ongoing basis, with alerts raised when conditions meaningfully change.
Scenario Comparison
Compare how different allocations or risk settings would have behaved under varying conditions, helping you weigh trade-offs before committing to a change.
Risk Profiling
Your risk profile is the foundation, not an afterthought
Many tools ask a handful of generic questions and move on. Corvalix treats your risk profile as a living input that shapes every recommendation, signal, and report you see.
- ✓Captures time horizon, loss tolerance, and goals in a structured format.
- ✓Converts answers into a quantified score, not a vague label.
- ✓Updates as your circumstances or answers change over time.
Illustrative profile scoring — your actual results are generated from your individual questionnaire.
How It Works Together
From data in, to decisions out
Each feature feeds the next, so the output you see is always grounded in your profile and current data — not a static template.
Profile & Collect
You complete the risk questionnaire and connect the data points Corvalix needs to begin analysis.
Analyse & Score
The AI engine processes this information against your risk score, identifying gaps, drift, and opportunities.
Report & Review
You receive a clear report with recommended actions, which you can accept, adjust, or revisit as your situation evolves.
Built on a consistent methodology
Every feature follows the same underlying logic, so results stay comparable over time instead of shifting with ad-hoc judgment calls.
Consistency
The same scoring logic is applied every time, reducing the inconsistency that comes with purely manual review.
Transparency
Reports show the reasoning behind a signal or recommendation, not just a conclusion to accept on faith.
Adaptability
As your profile or market data shifts, outputs update accordingly rather than relying on a fixed, one-time assessment.
Why It Matters
Less noise, more structure
The goal behind every Corvalix feature is the same: remove unnecessary complexity from your decision-making, while keeping you fully informed about what is happening and why.
Instead of reacting to headlines or guesswork, you work from a profile-driven framework that stays consistent as conditions change.
Ask us a questionFeature questions, answered
Do I need investment experience to use these features?
No. The risk profiling questionnaire and plain-language reporting are designed to be usable without prior investment or analytical experience.
How often is my risk profile updated?
Your profile can be revisited whenever your circumstances change, and Corvalix will also flag if ongoing data suggests your current settings may need review.
Does Corvalix make decisions for me?
Corvalix provides analysis, signals, and reporting based on your risk profile. Decisions about acting on that information remain yours.
Can I compare different scenarios before acting?
Yes. The scenario comparison feature lets you review how different allocations or settings might behave under varying conditions before you commit to a change.
Have a feature-specific question not covered here? Get in touch.
Ready to put these features to work?
Start with your risk profile and let Corvalix build your structured, data-backed plan from there.
Define your risk profile Takes a few minutes to get started.