Doris is an interactive investment planning tool that lets users visualise and adjust their risk‑return profile using slider‑controlled “kinked line” graphs. Users can set a maximum loss they’re willing to tolerate and explore potential returns, helping them define a personal safety net before committing capital. The platform also offers integration options for financial services firms to embed the tool for their clients.
Funding
Funding not disclosed
Founders
Product
Problem
Professional investors need a clear way to assess and communicate the trade‑off between potential losses and expected returns, but traditional portfolio analysis tools often rely on abstract metrics that are difficult to visualize and compare.
Solution
Doris provides an interactive, visual planning interface that represents risk‑return profiles as kinked lines. Users set a maximum acceptable loss (the “safety net”) and a target return using sliders, instantly seeing how different assumptions reshape the risk profile. The tool generates customized scenarios that illustrate the range of outcomes consistent with the chosen parameters, helping investors evaluate suitability and compliance with FCA rules for eligible clients. Doris can be embedded into third‑party platforms, allowing wealth managers and fintech services to offer the same visual planning capability within their own client‑facing applications.
Target Audience
Primary users are professional investors, wealth managers, and fintech platforms that serve professional or eligible counterparty clients and need a visual, regulatory‑compliant risk‑return planning tool.
Features
- Interactive sliders to define a maximum loss and desired return, updating the kinked risk‑return line in real time
- Visual representation of risk scenarios as kinked lines that clearly show the relationship between loss limits and upside potential
- Scenario generation engine that produces multiple customized risk profiles based on user inputs
- Compliance‑focused design aligned with FCA requirements for professional and eligible investors
- White‑label integration API enabling platforms to embed Doris’s visual planning tool within their own services