Find the real bets in your portfolio
A portfolio can hold a dozen stocks and still depend on one idea. If every position needs the same outcome—higher AI capex, lower rates, rising oil, or a recovery in Chinese consumption—the apparent diversification may not reduce much risk.
Portfolio Analysis looks past the tickers to find the shared drivers underneath. It shows which themes matter most and roughly how much capital depends on each one.
Put the downside on the table
Portfolio risk becomes real when markets fall. The analysis runs practical stress scenarios: a broad selloff, a sharp drop in the largest holding, or a breakdown in the portfolio's core theme.
- Expose hidden concentrationIt groups positions that share a sector, a supply chain, or a macro driver — revealing the real single bet hiding behind apparent diversification.
- Make the downside concreteTranslate a potential drawdown into a dollar loss so you can judge whether the position sizes are realistic.
- Compare your optionsReview practical ways to trim, add, monitor, or maintain exposure, with the trade-offs of each choice made explicit.
Turn the analysis into a practical portfolio review
- 01
One-line diagnosis
It starts by capturing your portfolio's personality in a single sentence: aggressive growth, a one-theme bet, cash-flow defense — or seemingly diversified but moving as one.
- 02
Top three risks
Only the three things most likely to hurt you — with weightings or loss ranges wherever possible, so risk comes with numbers attached.
- 03
Stress scenarios
It estimates the damage under a few concrete scenarios: a broad market decline, your core theme turning, your largest holding plunging in a single day.
- 04
Decision options
It compares ways to reduce, maintain, or reshape exposure—and shows how each choice changes both downside protection and potential upside.
When to use it
Upload a brokerage screenshot, paste your holdings, or review a stock before adding it. The result is a map of exposures and risks rather than a simple list of positions.
It won't predict prices or push you to trade. It lays out the risks, trade-offs, and decision paths behind your positions so you can evaluate the portfolio as a whole instead of reacting to daily P&L.