Portfolio Command Center
Est. 2026 · v17.10
Analyze My Portfolio →

Know exactly what to
buy next in your portfolio.

Paste your holdings and receive a four-factor analysis in seconds!
Buy priorities, health score, allocation warnings, stress tests, and a rebalance plan at your fingertips.
No more spreadsheets. No more second guessing.

Analyze My Portfolio→See sample report
Your data stays in your browser session — nothing stored, nothing shared.
Everything required to manage a high performance portfolio
01
BPS Rankings
Every holding scored across four factors — underperformance vs S&P, thesis strength, weight gap, sector diversity.
02
Health Score
A 0–100 score from diversification, concentration, liquidity, volatility, and correlation clustering.
03
Allocation Warnings
Automatic checks against target bands. Overweights, theme drift, sector skew — flagged by severity.
04
Stress Tests
See how your portfolio weathers a market shock, rate spike, crypto crash, or sector rout — calculated from real holdings.
05
Smart Rebalance Plan
Enter a contribution amount and get exact trades to bring your portfolio toward target weights.
06
Disruptors & Mega-Caps
Discovery tabs surface the highest-conviction disruptors and mega-cap opportunities scored against your portfolio.