Thanks to constant monitoring, your portfolio is always in line with your risk profile.


Our systems have detected that you are using a computer with an IP address located in the USA.
If you are currently not located in the USA, please click "Continue" in order to access our website.

Local restrictions - provision of cross-border services

Swissquote Bank Ltd ("Swissquote") is a bank licensed in Switzerland under the supervision of the Swiss Financial Market Supervisory Authority (FINMA). Swissquote is not authorized as a bank or broker by any US authority (such as the CFTC or SEC) neither is it authorized to disseminate offering and solicitation materials for offshore sales of securities and investment services, to make financial promotion or conduct investment or banking activity in the USA whatsoever.

This website may however contain information about services and products that may be considered by US authorities as an invitation or inducement to engage in investment activity having an effect in the USA.

By clicking "Continue", you confirm that you have read and understood this legal information and that you access the website on your own initiative and without any solicitation from Swissquote.

If cookies are currently disabled on your computer, you will be required to continue accepting this legal information for every new page visited on this website. In order to avoid this, please enable cookies on your computer.

monitoring1ePrivate Banking measures the market risk to which a portfolio is exposed by calculating the average loss an investor is prepared to accept over a one-week horizon based on a probability of 5%.

This conditional value at risk, or CVaR, can be set anywhere on a scale of 1 to 10 within the parameters of the strategy and can be adjusted at any time. When ePrivate Banking constructs the portfolio to match a strategy, the algorithm searches for the combination that will offer the best possible return relative to this level of risk, taking into account historical data, market cycles and your investment preferences.

monitoring2Once you confirm that the strategy should be implemented, the electronic asset manager will continuously compare the level of risk you defined with the actual market risk. As soon as an asset changes to such an extent that the portfolio's overall risk exceeds the level you defined, the asset in question is sold in order to lower the portfolio's risk back down to within the defined limits. This means that you as an investor can rest assured that you will never find yourself exposed to higher risk than you are prepared to accept.