Riskalyze
Riskalyze is a risk assessment questionnaire integration that imports Risk Numbers and model portfolios into RightCapital.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Risk Assessment |
| Authentication | OAuth 2.0 (Authorization Code) |
| Data Flow | Inbound only (Riskalyze → RightCapital) |
| Developer | Tingsong Xu |
| Cron Owner | tingsong.xu |
Data Imported
Section titled “Data Imported”- Risk Numbers - 0-100 scale risk score
- Model Portfolios - As Target Category Mixes
- Client Active Portfolios - With holdings
- Nested Sleeve Portfolios - Recursive model resolution
API Endpoints
Section titled “API Endpoints”| Endpoint | Purpose |
|---|---|
/ap/v1/oauthpro/token |
OAuth token |
/ap/v1/clients |
List all clients |
/ap/v1/portfolios |
List model portfolios |
/ap/v1/portfolios/<id> |
Get portfolio detail with allocations |
Key Features
Section titled “Key Features”Async Sync
Section titled “Async Sync”Model portfolios sync in background job on connection.
Active Portfolio Detection
Section titled “Active Portfolio Detection”Imports only portfolios with type=ACTIVE and status=active|null|empty.
Security Matching
Section titled “Security Matching”By CUSIP or Morningstar reference, with fallback to generic securities.
Target Category Mix
Section titled “Target Category Mix”Converts holding allocations to category percentages, handles nested sleeves.
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Riskalyze/Connector.php |
| Integrator | retail-api/app/Integrations/Riskalyze/Integrator.php |
| Models | retail-api/app/Integrations/Riskalyze/Models/ |
Related
Section titled “Related”- Orion - Also supports model portfolios