Get your portfolio reviewed by experts.
Upload your portfolio and get clear insights on risk, performance, overlap and improvement opportunities. Mutual fund and stock portfolios, free of charge.
01What we check
Four questions, honestly answered.
- 01
Risk
Is your portfolio taking more — or less — risk than your goals need?
- 02
Performance
How each holding has done against its category and benchmark.
- 03
Overlap
Funds that hold the same stocks and quietly concentrate your exposure.
- 04
Improvements
Specific, prioritised changes — with the reasoning behind them.
You can send any one of
- A CAS statement or mutual fund holdings statement
- A broker P&L or holdings report for stocks
- Screenshots of your portfolio
- An Excel or PDF statement