Souppe use cases
Real portfolio risk problems, grouped by who you are. Find your role and see the analysis and suggestions that fit it.
Souppe reads your portfolio first, then suggests holdings tailored to its blind spots and to the risk you choose to run.
You run your own money and you run it actively. Ideas are everywhere. What nobody hands you is the next position chosen for your book: one that fills a gap you actually have, at the risk you actually want, instead of doubling down on the same hidden bet.
Turn any client book into a plain-language risk read, plus suggestions matched to that client's holdings and chosen risk level, ready for you to vet.
No two clients hold the same book or want the same risk. One needs protection, another wants growth, and tailoring real suggestions to each of them, every quarter, takes hours. A model portfolio ignores what the client already owns.
One combined read across managers and accounts, plus suggestions tailored to the whole balance sheet and the family's appetite for risk.
A family's wealth is spread across managers and accounts, each reported on its own. Added up, they often carry the same risk several times over. And the advice each manager gives is tailored to their own sleeve, not to the combined book or the risk level the family actually agreed to.
A fast read of the shared risks in your book, plus suggestions chosen to cut the crowding rather than add to it.
Your positions look uncorrelated on paper. Then a single market move takes several of them down together. Screens and idea flow keep handing you more of the same crowded names, because none of them start from what your book already holds.
A risk read of the basket beneath the category label, plus suggestions tailored to the fund's mandate and the risk profile it promises.
A fund's name and category promise a risk profile. The basket drifts. Two sleeves that look distinct end up carrying the same underlying risk, and the next addition usually gets picked by theme rather than by what the basket is actually missing.
A read of the risk your managers share, plus suggestions for where new capital would round out the program at the risk tolerance your mandate sets.
You allocate across several managers, each well diversified on its own. Added up, they carry the same risk many times over. The next allocation gets pitched on its own track record, with nobody starting from what the combined program already holds or the risk tolerance your board signed off on.
A clear, jargon-free read of how your own holdings behave together, where the real risk sits, and how the book holds up when markets turn.
You picked your holdings one at a time, and on paper they look spread out. What a spreadsheet cannot show you is how much they move together, or what the whole book does on a bad day.