Tools : Portfolio

Portfolio Checker

Review your holdings by allocation, concentration, role, trend quality, benchmark alignment, and decision priority.

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Health
Ready
Conviction Read
Step 1

Enter holdings

Enter the ticker as it appears in your account. If a holding has more than one listing, choose the market/currency that matches what you own.

Ticker / Asset
Market
Average price
Allocation %
Current price
% gain/loss
Role
Notes
Auto-detect ready
Auto-detect ready
CASH
Live server analysis. Current prices, gain/loss, and Portfolio Read update after analysis.
Enter your own 6-8 character code or leave blank to generate one.
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Portfolio Read

Enter holdings to generate a portfolio read.

The checker will review position weights, benchmark fit, concentration, role balance, and which holdings need attention first.

Portfolio Health Score --
Largest position --
Review List --
Vs benchmark --
Primary Tilt --
Cash / Unassigned --
Portfolio diagnosis
Strength Add holdings to calculate the strongest part of the portfolio.
Weakness Add holdings to identify concentration, overlap, or speculative drag.
Priority Add holdings to produce the first review action.
Step 2

Position classification

Ticker Role Allocation Current % Gain/Loss Condition Decision label Next action
Enter holdings above and click Analyze portfolio.
Step 3

Action roadmap

01

Enter holdings

Add your positions and run the checker to generate a review sequence.

02

Choose benchmark

Select SPY, QQQ, IWM, or BTC depending on what the portfolio is trying to beat.

03

Review concentration

The first output will show whether one theme or top position dominates the account.

04

Classify positions

The tool separates core holdings, swing trades, speculative risk, and hedge exposure.

What this checks

Portfolio decision layer

Position size and concentration
Sector and theme balance
Holding role and purpose
Benchmark comparison
Quality versus high-risk exposure
What to review first
About this page

This page helps you look at your holdings as one portfolio, not as separate tickers. Enter each position, your average price, and its portfolio weight. The checker reviews concentration, cash, risk, benchmark comparison, and which holdings may need attention first.

Use it as a review tool before adding more money. It does not tell you what to buy or sell. It helps you see whether the portfolio is balanced, too concentrated, too speculative, or simply not matched to the market you are comparing against. You can also save a portfolio and reveal it later with a short private passcode, which makes quick follow-up reviews easier without retyping every holding.

Educational use only. This page is for educational use only. It is not financial advice, does not make personalized investment recommendations, and should be used with your own risk plan.