Understand the stock portfolio you own.
PORTIQA gives individual investors a structured check of their stock holdings: where capital is concentrated, how market sensitivity fits the selected risk level, and which parts of the analysis have enough evidence.
What you can check
- Concentration: how much of your invested value sits in the largest stock positions and reported sectors.
- Risk balance: how the available market-sensitivity evidence compares with your chosen low, medium or high risk profile.
- The score behind the headline: component scores, coverage and data gaps, so you can see what contributes to the result.
The tool is useful for reviewing the structure of individual-stock portfolios, including concentrated or technology-heavy baskets. Start with an illustrative portfolio to see the output before entering your own holdings. Examples are analysis demonstrations, not recommended investments.
From holdings to a result
Paste tickers and their current market values into the free portfolio analyzer, using one currency throughout. Choose a risk level and optionally include cash. The browser check accepts up to 25 holdings and does not require coding, an account or a broker connection.
Read the component scores and limitations alongside the overall score. The methodology explains the calculations, and the data and coverage notes explain what may be missing.
Save holdings for your next check
A free account lets you save up to 10 portfolios, reopen the holdings and run a fresh evaluation. Analysis does not automatically save your portfolio: you choose what to keep. Saved portfolios retain your holdings, risk level and cash input; they do not create a score history or update market values automatically.
Where the analysis stops
Funds are treated as individual positions. PORTIQA does not inspect their underlying securities or calculate overlap between ETFs. Fund allocation figures therefore do not establish diversification across underlying issuers or sectors. The website labels this limitation and withholds interpretations that need those missing details.
PORTIQA does not predict returns, guarantee performance, execute trades or custody assets. A score cannot account for your tax position, time horizon, liabilities or all of your financial circumstances. Its output is information to examine, not personalised investment, legal or tax advice. See the Financial Disclaimer.
Who is responsible
Jim Stromberg is responsible for PORTIQA's analysis and educational content. The methodology documents the implementation and its limitations. If a calculation or explanation appears wrong, contact us with the page and the disputed result so it can be checked.
For developers
The same evaluation engine is available through POST /evaluate for applications and integrations. The API includes component scores, coverage diagnostics and an engine version. API documentation and API pricing have their own usage limits; paid API plans are separate from the free browser check.
Contact
- Product questions and corrections: hello@portiqa.com
- Integration support: support@portiqa.com
- Privacy: privacy@portiqa.com
- Security reports: security@portiqa.com
Check your own stock portfolio.
Enter up to 25 holdings for a free analysis of concentration, risk balance and the available evidence. No account or broker connection required.
A free account saves up to 10 sets of holdings for your next check. Results are recalculated when you run another analysis.