Advanced Path
Put Your Knowledge to Work
For users ready to explore the full power of FinRisk AI — advanced concepts with practical, tool-driven workflows.
Who is this for?
Advanced users who are ready to use the application hands-on — experimenting with scenarios, building screens, and interpreting AI-driven risk insights to guide decisions.
Step 1
Complex Risk Management
- Portfolio diversification by geography, sectors, investment styles (growth, value, momentum), and alternative investments
- Risk-adjusted returns: understanding Sharpe ratio, Sortino ratio, and beta to evaluate performance relative to risk
- Tail risk and black swan events
Step 2
Advanced Valuation Techniques
- Discounted cash flow (DCF) with Multiple Scenarios: Using different growth rates, discount rates, and stress-testing assumptions.
- Relative Valuation: multiples (P/E, EV/EBITDA, P/B), comparing companies within industries or regions
- Option pricing models
Step 3
Macroeconomic and geopolitical analysis
- Knowing how interest rates, inflation, currency fluctuations, and political events impact different asset classes and sectors
- Incorporating central bank policies, fiscal stimulus, trade policies, and global economic cycles into decision-making
Step 4
Behavioral Finance
- Recognizing cognitive biases in self and markets (confirmation bias, herd behavior, loss aversion)
- Using this knowledge to avoid emotional investing and identify opportunities created by market irrationality
Step 5
Use of Leverage and Derivatives
- Understanding the risks and rewards of leverage
- Using options, futures, and swaps for hedging or speculative purposes
Step 6App-related
Quantitative and Algorithmic Approaches
- Using data-driven models and backtesting strategies
- Understanding the limitations of algorithms, data mining bias, and overfitting
Step 7