First, it finds the real bets in your portfolio.
Plenty of investors own a dozen stocks and assume they're diversified. But if every one of those stocks depends on the same story — AI capex, falling rates, rising oil, a Chinese consumer rebound — they may just be one bet wearing different outfits.
Portfolio Analysis strips away the tickers to expose the shared drivers underneath, showing you which few themes actually decide your portfolio's fate — and roughly how much capital is riding on each one.
Then it puts the worst case on the table.
Portfolio risk isn't an abstraction — it's how much money leaves your account when the market actually drops. It runs a rough-but-useful stress test: how hard your portfolio could get hit if the index sells off, your largest holding craters, or your core theme's thesis gets disproven.
- 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.
- Quantify the sleep testIt translates "max drawdown" into a dollar loss you can actually feel, so you can judge whether you could truly ride out that kind of swing.
- Give concrete movesNot a vague "consider diversifying" — but executable options to trim, add, watch, or hold, each with its trade-offs spelled out.
What you get is a portfolio checkup — not a lecture on investment theory.
- 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
Action options
It shows how it would reposition if it were managing this money — and is honest about what each move buys you in safety and costs you in upside.
When should you use it?
Upload a brokerage screenshot, paste your current holdings, size up a stock you're about to add, or just ask "how are my positions doing?" — it turns your portfolio from a list of tickers into a map of risk.
It won't predict prices for you, and it won't use scare tactics to push you into trading. What it does is lay out the risks, trade-offs, and paths forward behind your positions — so you act like a portfolio manager, not someone dragged around by the daily P&L.