What does the investment risk score mean, and where can I change it?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → Edit
The investment form has a Risk selection from 1 to 20, where 1 is least risky and 20 most risky on the scale you use. Open ACCOUNTS and INVESTMENTS, choose Edit Investments for the account and edit the holding to change it.
Where price history is available, MRA can provide a score based on recent volatility. The tool that changes expected returns by asset class also offers automatic risk settings. You can use those values or enter your own consistent scale.
The account’s average risk summarizes the scores of the investments it holds, weighted by their values. It is not a probability of failure. A larger holding therefore influences the average more than a small one.
The score is displayed in risk/return charts. Market simulations use the market model and asset allocations to generate returns, rather than this personal risk score.