Investment Portfolio Analyzer — Free AI Portfolio Review
Paste your holdings (tickers and weights) and get an instant analysis of diversification, risk and 3 concrete rebalancing suggestions.
What it does
Portfolio Analyzer reviews your holdings against your horizon and risk tolerance, then highlights concentration, asset-class gaps, and how to rebalance.
When to use it
Use it quarterly, after big market moves, or before making a big buy/sell decision.
Benefits
- Diversification & concentration check
- Allocation vs your goals
- Tax & fee hints
- Concrete rebalancing actions
Example
VTI 40% / QQQ 20% / BND 25% / VXUS 10% / Cash 5% → see if it fits a balanced 10-year horizon and what to tweak.
Frequently asked questions
- Do you connect to my broker?
- No — you paste your holdings manually. Nothing leaves the request beyond the AI call.
- Is this investment advice?
- No, it's educational. Talk to a licensed advisor for regulated advice.
- Can I include crypto or alts?
- Yes — list anything with a ticker or label and a weight.
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