Top Position Cap
Portfolio Intelligence
AI Portfolio Analyzer
Strict, data-heavy workspace for concentration diagnostics, diversification scoring, and concrete rebalancing priorities before the next decision window.
Stocks + ETFs + CryptoConcentration diagnosticsWeight drift control
Diversification Target
70+
Crypto Allocation Guardrail
15-30%
Live Market Pulse
Allocation Momentum Matrix
Inspect allocation pressure between intraday turbulence and 30-day trend posture.
Signal Strength
89.3%
Volatility Regime
Balanced
Decision Delta
+1.2
Scenario Visual
Run Portfolio Analysis
Results
Run analysis to see structured output.
Diversification Score Interpretation
0 - 39Highly concentrated. Reduce single-name dependency and rebalance fast.
40 - 59Moderate concentration. Tighten top weights and add low-correlation exposure.
60 - 79Healthy baseline. Monitor drift, sector overlap, and event risk.
80 - 100Well distributed. Keep risk budget discipline and rebalance on schedule.
Methodology
- Parses each line into ticker and weight.
- Classifies asset type: equity, ETF, crypto.
- Measures concentration through normalized weights.
- Returns AI explanation with action-first guidance.
Use Cases
- Monthly rebalance review for active portfolios.
- Pre-trade risk check before adding a large position.
- Client-ready portfolio health snapshots.
- Post-volatility stress sanity check.
FAQ
What input format should I use?
Use one asset per line, ticker plus weight. Example: AAPL 20%, MSFT 20%, SPY 40%, BTC 20%.
What does diversification score mean?
Higher score means less concentration. It reflects how balanced your allocation is across positions.
Does score alone define portfolio quality?
No. You still need to check asset correlation, volatility profile, and scenario risk.
Can I use this without account?
Yes. Analysis runs without registration. Account is only needed for saved history.
How often should I run this?
Run after every major rebalance, and again after large market moves that shift weights.
Is this investment advice?
No. Output is analytical and educational. Final decisions stay with you.
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