Jim Stromberg

Jim Stromberg is responsible for PORTIQA’s analysis and educational content, including how the portfolio score, supporting evidence and limitations are explained.

Last reviewed: 14 October 2026 · By Jim Stromberg

What this content covers

PORTIQA's educational pages explain how to examine a stock portfolio: position weights, concentration, risk balance, component scores and missing evidence. Product documentation also explains saved holdings and the developer API. The calculations described can be checked against the evaluator's implementation and published examples.

The methodology explains what the score measures. The data and coverage notes explain uncertainty, freshness and the absence of ETF look-through analysis. Neither a score nor a published example establishes what will happen to an investment.

Review process

1. Check calculation and product claims against the scoring implementation and current user journey.
2. Recalculate worked examples and label the inputs, assumptions and missing evidence.
3. Keep substantive review dates aligned with the content reviewed; a page view does not refresh its date.
4. Review the methodology when material calculation or display behavior changes.

These are product and technical checks. They are not an independent audit of investment performance, a forecast validation or personalised financial advice.

Corrections

If a calculation, explanation or factual statement appears wrong, email hello@portiqa.com with the page URL and the disputed passage. For a result, include its evaluation time and engine version if available. A small illustrative set of inputs is usually enough to explain the issue; there is no need to send account credentials or your complete personal holdings.

Confirmed errors are corrected in the relevant page and reflected in its review date. Read more about PORTIQA or start with the example portfolios.

Start with the calculations

• Measuring portfolio concentration risk
• What is a good portfolio score?