For Self-Directed Investors

Know where your portfolio
stands

Clavix tracks your holdings, analyzes market-moving news, and scores downside risk - so you always know what matters and what needs attention.

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Clavix app dashboard - portfolio risk score
Portfolio Risk · Holdings · Digest
How Clavix Works

From holdings to a daily
risk briefing in minutes

01

Add or Connect Your Portfolio

Enter your holdings in seconds or connect your brokerage for automatic sync. Clavix builds a live view of your portfolio instantly.

02

Clavix Tracks What Matters

Clavix continuously monitors macro, sector, and company news, filtering everything through your portfolio so only relevant events surface.

03

Your Portfolio’s Risk, Scored and Explained

Clavix analyzes each position and assigns a clear downside risk score, explaining what changed, why it matters, and how it affects your portfolio.

Clear actions.
No noise.

Every market event is filtered through your portfolio and translated into one clear action. What matters, what doesn't, and what to do next.

Ignore
No meaningful impact on your positions. No action needed.
Monitor
Situation is developing. Hold your position and watch for the next signal.
Reduce
Risk is elevated. Reduce exposure to limit downside.
Exit
Risk has materialized. Exit the position.
Add
Conditions have improved. The position has room to move higher.
Clavix digest - what to do next
Daily digest

What changed. What it means.
What to do.

01

Market Context

Clavix summarizes the key macro events shaping the market, highlighting what could impact your portfolio before you even look at positions.

02

Where You’re Exposed

Clavix connects market and sector shifts directly to your holdings, showing exactly where your portfolio is most at risk.

03

Clear Actions

Each position is translated into a clear action — ignore, monitor, reduce, exit, or add — so you know exactly what to do next.

See the app

Every screen designed to
keep you ahead

Alerts
Alerts
Position detail
Position detail
Risk dimensions
Risk dimensions
Digest
What to do
Position watch
What to watch
Alerts
Alerts
Position detail
Position detail
Risk dimensions
Risk dimensions
Digest
What to do
HOOD watch
What to watch
Overnight
Overnight macro
Sector
Sector overview
Holdings
Holdings
Position impacts
Position impacts
Early access

Your first month is free.
No commitment required.

Get early access to Clavix and finally see how much risk you’re taking on, and when you should actually do something about it.

Your spot is reserved. We’ll be in touch.

No credit card · Cancel anytime · Your data is never sold

Join 2+ investors on the waitlist