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Portfolio Checker

Review holdings as one risk system—allocation, role, concentration, benchmark alignment, market fit, and decision priority.

Concentration Position roles Action priority
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Find hidden concentration, role conflicts, weak benchmark fit, and the small number of holdings that should drive the next portfolio review.

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Portfolio decision layerIllustrative Portfolio Diagnosis
Product PreviewExample output · no user holdings shown
Portfolio healthNeeds reviewGood assets, concentrated construction
Top-three weight62%Decision risk dominated by three positions
Largest theme41%AI infrastructure exposure
Cash reserve8%Limited flexibility under stress
Priority 1ConcentrationPortfolio-level risk
Two holdings and one correlated theme drive most of the expected volatility.The checker separates position size from company quality so a strong business cannot hide an oversized allocation.
Review firstHighDecision priority
Priority 2Role conflictCore vs swing
A short-horizon swing position is being sized like a core holding.Role-aware analysis tests whether time horizon, allocation, and risk treatment agree.
Reclassify1Position flagged
Market fitMixedBenchmark alignment
The portfolio is more growth-sensitive than its selected benchmark implies.Changing the benchmark changes the question—not the holdings—and exposes unintended factor bets.
CompareQQQAlternative lens

Premium unlocks holdings analysis, live price enrichment, position roles, concentration and theme diagnostics, benchmark and regime alignment, position classification, action roadmaps, and private saved portfolios.