AI-powered portfolio risk & performance

Portfolio intelligence,
without the complexity.

Connect portfolios, configure the risk and performance measures you care about, automate reports and alerts — and use Ciro AI to analyse or operate the workspace in plain English.

Launch Ciro ↗ See how Ciro works

Ciro What is the risk of the portfolio?

Built for small and mid-sized asset managers, investment managers and wealth managers that want a configurable portfolio workspace without an enterprise-sized risk stack.

Portfolio workspace Connected portfolios, configurable measures and a flexible monitoring workspace.

Reporting & alerts Schedule reports, configure alerts and keep monitoring focused on material changes.

Ciro AI Ask questions in plain English, check Value at Risk and create actions from the same workflow.

Product-inspired Ciro preview Based on the current portfolio workspace

Portfolio Workspace

Portfolio ID: 6

WorkspaceConfigurable analytics KPIs for this portfolio. Design

Portfolio Summary

Summary and explanation will appear here.

Hypothetical Portfolio

Inactive No hypothetical trades

⋮⋮Value at Risk?KPIReportLive

2 warnings

Valuation: Stored valuation

Return Distribution3-year lookback · 95% confidence

-4%-3%-2%-1%0%1%2%3%4%

95% confidence0.97% one-day VaR1.41% conditional VaR14.0% latest 21D vol

Value at Risk ContributionTop 10 + Other

CAT 20.5%GOOGL 11.5%Other 28.4%

⋮⋮Exposure Summary?KPIReportLive

Valuation: Stored valuation · Card setting

Exposure by Bucket

Long 73.6%Short 9.6%Cash 16.8%

BucketGross% Portfolio

LongUS$1.10m91%

ShortUS$143k-12%

CashUS$250k21%

TasksScheduled reports, collectors, and risk alerts for this workspace.

Daily risk reportActiveScheduled ReportWorkspace Template Report · Portfolio A

SCHEDULEDaily at 08:00 Europe/London

NEXT RUN13 Oct 2026, 08:00 BST

LAST RUN—

LAST STATUS—

BINDING#12

DELIVERYEmail: Admin

Workspace TemplateLive DemoPreset: Monitoring Report

Report KPIs: 5 / 5Outputs: JSON, HTML, PDF

AlertsRecent breach, recovery, skipped, and failed alert events.

Critical Active0

Active3

Acknowledged0

Muted0

Resolved1

Last weekAll eventsAll severitiesAll statuses

▸ Alert Lifecycle Analytics6 open · 4 raises · 2 rules raised

EventSeverityLifecycleMetricValue

BreachwarningActiveValue at Risk0.0166

BreachwarningActivePortfolio Beta0.33

BreachwarningResolvedPortfolio Beta0.32

ReportsGenerate and schedule portfolio reporting.

▤

Daily risk reportScheduled · 08:00 Europe/London

Active

▤

Monitoring ReportValue at Risk · Alerts · Exposure

Ready

▤

Investment Committee PackOn demand · PDF / HTML

Ready

Portfolio SettingsPortfolio configuration, rollout rules and operating settings.

Active

Portfolio Data ReadinessCheckingChecking current portfolio readiness…

Portfolio Data IngestionNo sourcesNo ingestion sources configured

Position RollforwardActive

Enable Position rollforward

Exclude weekends

Delivery SourceFixed expected delivery timeExpected Time09:00Grace Period2 hoursTimezoneEurope/London

Market DataSecurity coverage, analytics readiness and provider health.

Analytics ReadinessReady

Security Coverage16 / 16100% coverage

Latest Security Data2026-10-12Cached market data

Daily Data & EnrichmentEnabled

SymbolCurrencyProviderLatest DateStatus

AAPLUSDyahoo2026-10-09Stale

AMZNUSDyahoo2026-10-09Stale

CATUSDyahoo2026-10-09Stale

GOOGLUSDyahoo2026-10-09Stale

PositionsHoldings, weights and reconciliation views for the live portfolio.

TickerNameQtyLast PriceMarket ValueWeight

AAPLApple Inc.250336.6784,1677.00%

MSFTMicrosoft Corp.180529.7695,3577.93%

JPMJPMorgan Chase300329.5898,8748.22%

CATCaterpillar Inc.180813.83146,48912.18%

✓

Task createdMonitoring is now active for Portfolio A.

ConnectYour portfolios

MonitorRisk & performance

ConfigureReports & alerts

CiroCiro AI

One connected portfolio view

Everything you need to keep portfolios in view.

Ciro brings portfolio data, risk measures, performance monitoring, reporting and alerts into one flexible platform — configured around the way your investment team actually works.

Portfolio connectivity

Bring the portfolio information your team relies on into Ciro so monitoring starts from a connected, consistent view.

Risk & performance measures

Choose the measures that matter to each strategy, portfolio or mandate and tailor how they are monitored and displayed.

Flexible reporting

Configure recurring and on-demand reports around the measures, portfolios and audiences you need to support.

Daily risk reportActive

Daily at 08:00 Europe/London

5 / 5 KPIsPDF · HTML

Alerts that fit your process

Set the thresholds, conditions and recipients that matter. Keep attention on material changes instead of checking dashboards manually.

3 Active monitoring events 1 Resolved lifecycle event Value at Risk breach flagged

Ciro Assistant

AI that works with the portfolio in context.

The assistant sits beside the workspace and can answer questions using the portfolio, current page and live market-data context — then help turn that analysis into an action.

Ask direct portfolio questions. Query Value at Risk, exposure, position size or other configured measures without navigating through multiple screens.

Use current context. Ciro can work from the portfolio and page you are already viewing, including live market-data context where relevant.

Move from answer to action. Create monitoring, alerts and scheduled reporting without breaking the investment workflow.

Value at RiskPortfolio A · Current workspace

Current

Value at Risk0.960%95% confidence

Conditional Value at Risk1.49%

PortfolioPortfolio A

Return Distribution95% confidence

Loss tailValue at Risk 0.960%Conditional Value at Risk 1.49%

Risk contributorsPortfolio contribution

CAT19.9%

GOOGL11.4%

JPM9.7%

Other28.8%

Largest live positionCATUSD 144,084.59Long · live quote + FX context

Ciro AIPortfolio A · Workspace

ChatNotesCurrent Page

AI Budget47%

CURRENT PORTFOLIO CONTEXT

You

What is the Value at Risk?

Ciro AI

Value at Risk (95%) is 0.960%. Conditional Value at Risk is 1.49%. The largest risk contributions shown here come from CAT, GOOGL and JPM.

Portfolio A · current workspace

You

What is the biggest position by market value?

Ciro AI

CAT is the largest position by absolute live market value in USD.

Live quote + FX context

ReadyAsk Ciro another portfolio question

Ask about this page or portfolio...

A Ciro workflow

One workspace from monitoring to action.

Product-inspired views reflect the current platform: portfolio navigation, configurable analytics, scheduled reporting, live monitoring and Ciro AI alongside the workspace.

PORTFOLIOS

Keep portfolios and groups organised in one place.

Select a portfolio from Ciro’s navigation and move directly into its workspace, settings and monitoring views.

Portfolio and group navigation
Strategy-aware workspaces
One place to start analysis

Built for focused investment teams

Institutional oversight, right-sized.

Ciro is designed for investment firms that need strong portfolio oversight but do not want the cost, complexity or operating burden of a large enterprise risk stack.

Asset Managers

Bring portfolio monitoring, risk measures, performance reporting and alerts into one configurable operating view.

RiskPerformanceReporting

↗

Investment Managers

Track the measures that matter to each strategy and interrogate portfolio changes without building another manual process.

MonitoringAlertsAI analysis

↗

Wealth Managers

Standardise oversight across portfolios while keeping reporting flexible enough for different mandates and stakeholders.

PortfoliosMeasuresClient reporting

↗

Lean Risk & Operations Teams

Automate repetitive monitoring and reporting tasks so a smaller team can spend more time on analysis and decisions.

AutomationOversightWorkflow

↗

Flexible by design

Configure Ciro around your investment process.

Different managers care about different measures, thresholds, reports and review cycles. Ciro is built around configuration rather than forcing every portfolio into the same template.

Discuss your requirements

◎

Your measures

Select the risk and performance measures that are relevant to the portfolios and mandates you manage.

⌁

Your reports

Build reporting views around the information different investment and oversight stakeholders need.

✓

Your alerts

Define thresholds, conditions and recipients so the right people see the right changes at the right time.

✦

Your AI workflow

Use natural language not only to analyse portfolios, but also to configure monitoring, reporting and alerts.

Questions

What investment teams want to know first.

Ciro is positioned around connected portfolio oversight: configurable risk and performance monitoring, flexible reporting and alerts, with AI as both an analysis and configuration interface.

Who is Ciro built for?

Ciro is aimed at small and mid-sized asset managers, investment managers and wealth managers that need sophisticated portfolio oversight without a large specialist risk technology stack.

What can we monitor in Ciro?

Risk and performance monitoring is configurable. Teams can select the measures relevant to their portfolios and use those measures across dashboards, reports and alerts.

Can the AI assistant actually configure the platform?

Yes. Ciro’s AI experience is designed for both questions and actions. Users can ask about portfolio changes and also use natural language to create or modify monitoring, reports and alerts.

How flexible are reporting and alerts?

Reporting and alerts can be configured around the portfolios, measures, thresholds, timing and audiences that matter to your investment process.

Contact Ciro

Talk to us about Ciro.

Whether you are evaluating the platform, exploring a partnership or interested in the company as an investor, send us a short note.

Product conversations. Tell us what you manage and where portfolio monitoring or reporting takes the most effort today.

Investor and partnership enquiries. Use the same form and choose the topic that best fits your conversation.

Direct follow-up. We will use the work email you provide to reply to your enquiry.

Ask more of your portfolio data

Connect. Monitor. Report. Ciro.

See how Ciro can fit the way your investment team monitors portfolios and communicates risk and performance.

Portfolio intelligence,without the complexity.