Build, Import & Score YourInvestment Portfolioin Seconds
Automatically build a portfolio based on your goals and risk tolerance, import existing holdings for instant analysis, or get professional-grade insights—risk, allocation, investment scores, a live market score, and actionable recommendations—using real-time market data.
- 0–100
- Quantitative Investment Score
- 3 factors
- Value · Quality · Momentum
- Live macro
- Market Score Engine
- Daily
- Gain / Loss Tracking
Professional analysis, instantly
The same institutional-grade framework used by professional fund managers—available for every portfolio you build or import.
Instant Portfolio Analysis
Complete portfolio assessment in seconds with concentration risk, sector allocation, performance analysis, and a full holdings breakdown.
Risk Level Assessment
Identifies concentration risks, volatility exposure, and provides specific risk mitigation strategies tailored to your holdings.
Asset Allocation Insights
Detailed sector breakdowns, diversification analysis, and rebalancing recommendations that account for regime and factor fit.
Actionable Recommendations
Specific buy/sell/hold suggestions with reasoning grounded in market conditions, portfolio balance, and your factor scores—not generic advice.
Every holding gets a quantitative score
The same annual factor model that powers individual stock pages scores every stock in your portfolio on Value, Quality, and Momentum. The composite investment score (0–100) drives an Add / Hold / Reduce signal per position, so you always know what to do with each line.
- Annual factor model identical to the stock detail page
- Value · Quality · Momentum sub-scores shown per holding
- Aggregate weighted book scores feed the market score
- Scores refreshed whenever you refresh prices
Holdings — Investment Score
Annual model · updated on refresh
| Symbol | Weight | Score | Signal |
|---|---|---|---|
AAPL Apple Inc. | 24% | 74 | Hold |
MSFT Microsoft | 19% | 81 | Add |
NVDA Nvidia | 14% | 68 | Hold |
Portfolio weighted score: 74.2 / 100 · Attractive
Market Score
Macro + news → portfolio action signal
Anchor insight
You have a modest edge vs macro conditions in a mixed / late-cycle environment. Despite relative factor strength, soft macro limits how much risk the composite score endorses.
Action score
54
Hold / be selective
Stance
Constructive
Positive edge vs macro
Macro factor weights
Macro conditions are the dominant driver of risk.
Your book vs the macro backdrop
Market score reads today's macro signals—economic data, geopolitics, inflation, credit—and maps them to your portfolio's weighted Value, Quality, and Momentum scores. The result is a single composite action score and a stance (Constructive / No Clear Edge / Defensive) that reconciles your book with the environment.
- Edge vs macro conditions — not a benchmark return
- Regime-weighted fit: Value / Quality / Momentum vs what the regime rewards
- "What would change this?" — AI + heuristic signal improvement guide
- Biggest driver surfaced per refresh
- Holdings-aware suggested actions from your weakest positions
The full toolkit — in one dashboard
From factor scoring and macro alignment to daily P&L and rebalancing recommendations. No spreadsheets, no stitching together multiple tools.
Market Score
Blends your portfolio's weighted factor scores with a live macro signal from news and market data. Outputs a composite action score, regime-weighted fit, edge vs macro conditions, and a stance (Constructive / No Clear Edge / Defensive).
Investment Score
Every stock in your portfolio gets an annual Investment Score (0–100) built from Value, Quality, and Momentum factors—the same engine powering the stock detail pages. Scores drive Add, Hold, or Reduce signals per holding.
Daily P&L Tracking
Accurate daily gain/loss for the whole portfolio and every position, derived from the per-share change returned by the quote pipeline—not a simple percent approximation.
Risk Analysis
Concentration risk detection, volatility exposure, portfolio health signals, correlation insights, and sector-level breakdowns—surfaced automatically every time you refresh.
Allocation & Rebalancing
Visual sector, asset class, and single-stock allocation breakdowns. Target-weight rebalancing suggestions that account for regime and factor fit, not just index weights.
AI Portfolio Insights
Plain-English narrative analysis generated from your holdings, market conditions, and macro signals. Surfaces the key drivers, what would change the signal, and specific next steps.
Set up in minutes
Three steps from sign-in to institutional-grade analytics.
Build or import
Add stocks and ETFs manually or let the auto-builder construct a portfolio based on your goals and risk tolerance.
Refresh prices
One click refreshes live prices, daily P&L, Investment Scores, and factor sub-scores across every holding.
Read your signals
Holdings table shows Add/Hold/Reduce per stock. Market score panel shows macro alignment and your composite action score.
Start scoring your portfolio
Build or import a portfolio in minutes. Get instant risk analysis, sector allocation insights, investment scores per holding, a live market score, daily P&L tracking, and AI-powered recommendations—all free, no credit card required.
Educational use only — not investment advice. Scores are model outputs based on public financial data.