DriftGuard

DriftGuard is a web app (with optional mobile companion) that monitors multi-account portfolios for risk drift versus a target mandate. It ingests holdings via read-only connections (brokerage integrations or CSV uploads), normalizes tickers/asset classes, and continuously recalculates factor exposures, concentration, liquidity, and drawdown sensitivity. The core output is a simple “risk drift score” plus plain-English alerts: e.g., “Tech factor exposure is 2.1x your policy,” “Top-5 holdings now exceed 38%,” or “Liquidity stress: 4 positions may take >5 days to exit.” It also generates a one-click rebalancing plan (not trading) with tax-aware suggestions and an audit log for compliance. This is a combination traditional + AI app: traditional analytics for correctness, with AI used to explain drivers, draft client-ready summaries, and answer “what changed?” questions without spreadsheets.