How to analyze the risk of my wallets

Generate and consult a risk analysis report for your wallets.

To analyze the risk of your portfolios on Exceefy:

  • In the Dashboard, click the button requests a risk analysis.

  • A pop-up opens with the explanations.If that suits you, click throw.

  • You will be redirected to a page where your report will be available after generation.

    • Generation can take a few minutes.

    • A notification will be sent to you when the report is ready.

  • The status will be displayed as finished in the list.

  • You can then:

    • Download The report by clicking on Télécharger.

    • Visualize directly the report by clicking on the corresponding line.

You can also access your reports at any time:

  • Via the button consults my analyzes in the dashboard.

  • From Profile photo → Settings → IA ratio.

  • Or directly via this link: IA reports

💡 This feature allows you to easily follow the risk level of your wallets.

Help Exceefy | Analyze the risk of my Exceefy portfolios