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Applies to the public registration form observed with Risk Portal interface release 19.14.0.111. The Sign up for free demo link starts account registration. New-account setup creates a demonstration portfolio and saved report setups when setup succeeds.

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What is required before registration?

  • A Risk Portal login page displaying Sign up for free demo.
  • Access to the email address used for registration.
  • A password that meets the form’s displayed requirements.
  • Acceptance of the linked terms, privacy notice, and applicable eligibility requirements.
An existing account can use the sign-in procedure.

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How to create a demo account

  1. Open the Risk Portal login page.
  2. Select Sign up for free demo. The Create an account form opens.
  3. Review the linked Terms and Conditions in a separate browser tab.
  4. Return to the registration tab.
  5. Review the linked Privacy Notice in a separate browser tab.
  6. Return to the registration tab.
  7. Enter the first name in First Name.
  8. Enter the last name in Last Name.
  9. Enter the registration email address in Email.
  10. Enter the chosen password in Password.
  11. Select the acceptance checkbox if its terms and age requirement are met.
  12. Select Create Account.
Verify that registration advances to the next authentication screen. The next step depends on the returned account state. Read any displayed error if the form does not advance.

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How to complete account confirmation

If Confirm email appears, complete these steps:
  1. Retrieve the confirmation code sent to the registration email address.
  2. Enter the confirmation value in Code.
  3. Select Create Account.
Verify that the authenticated portal opens, or complete sign-in if the login screen appears. Follow the displayed prompts if another verification method is requested. Accounts already confirmed can proceed directly to sign-in.

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How to find the demo setup

  1. Select Reports after sign-in.
  2. Select Risk. The Risk Report Launcher opens.
  3. Locate Demo Portfolio in the saved launcher rows.
Verify that a row identifies Demo Portfolio and an available report. The saved rows provide reusable inputs for calculations. Saving a setup does not produce completed report results. Before running a sample, confirm that its position data and market data support the selected valuation date. Use How to launch a risk report to check the setup and start a calculation.

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What can prevent access to the demo?

For the differences between available report categories, see Report types.