Enter your holdings and risk appetite — get a personalized AI score, Buy/Hold/Sell signals, stock recommendations matched to your profile, and a full rebalancing plan.
Composite 0–100 grade from 4 sub-scores: diversification, risk balance, sector coverage, and concentration.
Select Conservative, Moderate, Aggressive, or Speculative — every insight adapts to your stated comfort level.
Position-level signals calibrated to your risk appetite, not just generic allocation rules.
Curated buy suggestions matched to your exact risk profile — tickers, rationale, yield, and risk rating.
Context-aware flags — severity adjusts based on your risk appetite and portfolio structure.
Full GICS sector breakdown with bar chart and a coverage gap analysis.
Trim / Buy / Hold / Sell guidance per position, weighted against your risk appetite.
See exactly how each sub-score was calculated — full transparency, no black box.
Complete both steps below for a fully personalized analysis.
| Ticker / Name | Sector | Asset Type | Value (USD) |
|---|
Running personalized portfolio analysis…
Portfolio weight by holding
Exposure by GICS sector (%)
Estimated portfolio volatility profile
Position size as % of portfolio
Signals calibrated to your risk appetite
| Ticker | Sector | Type | Weight | Signal | Rationale |
|---|
Curated additions matched to your risk profile and portfolio gaps
⚠ These suggestions are educational and rule-based. They are not financial advice. Yields and risk ratings are illustrative. Always conduct your own research and consult a licensed financial advisor before investing.
Tailored to your risk appetite