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Paste positions, upload screenshots, or add tickers manually. We parse tickers, shares, and cost basis automatically.
See health score, concentration risks, sector mix, and performance — all calculated automatically.
Follow clear suggestions to reduce risk, improve diversification, and track progress over time.
No noise. Just clear analytics tailored to your portfolio.
Actionable recommendations tailored to your portfolio to reduce risk and improve diversification.
Spot concentration, single‑stock exposure, and volatility pockets before they hurt performance.
Contextual explanations and AI‑generated takeaways to understand the “why” behind the numbers.
A clear 0–10 score that reflects concentration, diversification, and balance.
See where you’re concentrated and where you can rebalance for better coverage.
Live prices and performance metrics so your analysis is always up to date.
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