Your portfolio, graded
A single health score — graded A through F — tells you where your portfolio stands across risk, diversification, and momentum. Paired with concrete, prioritised suggestions from our AI optimizer.
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Portfolio health score
An A–F grade derived from multiple factors: concentration risk, sector balance, momentum, and volatility regime.
Factor breakdown
See exactly which factors are lifting or dragging your score — not just the headline number but the why behind it.
Optimizer suggestions
Concrete, prioritised suggestions from our AI optimizer. Each one labelled high/medium/low and tied to a specific factor.
Watchlists & alerts
Build a watchlist of tickers you're watching. Get signal and price alerts delivered the moment they trigger.