Use Case

Comprehensive Investment Portfolio Risk

Investment managers need to assess risk across large portfolios including SEC filings, entity status, and location factors.

DELPHIJANUSATLAS
The Problem

The Challenge

Investment managers need to assess risk across large portfolios including SEC filings, entity status, and location factors. Manual monitoring doesn't scale.

The Solution

How Olympus Helps

Combine DELPHI for SEC filing analysis, JANUS for entity monitoring, and ATLAS for location risk to provide comprehensive portfolio risk analysis.

Key Benefits

Transform your workflow with measurable improvements

Real-time portfolio monitoring

Multi-factor risk assessment

Automated alert generation

Scalable to any portfolio size

How It Works

A simple workflow to achieve your goals

1

Import Portfolio

Upload list of portfolio companies

2

Assess Risk Factors

Analyze SEC filings and entity status

3

Score Risk Levels

Calculate risk scores for each holding

4

Monitor Continuously

Receive alerts for material changes

APIs You'll Use

The Olympus products that power this use case

DELPHI

SEC EDGAR Enhanced API

Enhanced access to SEC EDGAR filings with full-text search, real-time streaming, and normalized financial data.

Learn more

JANUS

Business Verification API

Unified API for verifying business entity registrations across all 50 US states.

Learn more

ATLAS

ZIP Code Intelligence API

Aggregate demographic, crime, school, and flood risk data for every US ZIP code.

Learn more

Industries Using This

See how different sectors apply this solution

Private Equity & VC
Fintech
Banking & Credit Unions

Ready to comprehensive investment portfolio risk?

Get started in minutes with our developer-friendly APIs and comprehensive documentation.

Start BuildingView All Use Cases