What is your portfolio score?
Paste your holdings and get your portfolio score in seconds: one number from 0 to 100, with the concentration read, exposure plan and the specific things to tighten behind it. No account needed to analyse. Holdings are saved only when you choose to save them.
What the check measures
One number, then the parts
A 0–100 composite weighs diversification, risk balance, quality, signal, trend and market context. The components are shown separately because they routinely disagree, and the disagreement tells you what to fix first.
Concentration, measured properly
Holding count is not diversification. The Herfindahl index turns your position sizes into the number of equally weighted holdings the portfolio behaves like. Thirty stocks can behave like six.
How much to have invested
Given your risk level and current signal, trend and concentration evidence, the plan states a target invested-versus-cash split, a stance, and how confident the engine is in it.
The full calculation is documented in the methodology. Worked examples are in the concentration guide and score guide.
Common questions
Is the portfolio analyzer free?
Yes. Paste up to 25 holdings and get the full evaluation without creating an account. The free check is rate limited per visitor. API access is available separately for applications and integrations; its own plan limits apply.
What do I need to enter?
One holding per line as a ticker and its current market value, in any single currency, plus an optional cash balance and a risk level. PORTIQA resolves sector, factor and regime data for each ticker itself.
Is my portfolio stored?
Analysis does not automatically save your holdings. They are saved to your account only when you choose Save. An account is required to save and reopen holdings.
Is this the same result the API returns?
Yes. The page calls the identical evaluation engine, with the same data snapshot and engine version, and shows the raw JSON under the result.