Norwegen · Beispielportfolio

Ein typisches Oslo-Børs-Portfolio.

Die Namen, die in den meisten norwegischen Privatanlegerportfolios auftauchen. Energie, Banken, Lachs und Industrie, alle in Oslo notiert. Die Engine löst Oslo-Børs-Ticker direkt auf, daher wird dieses Portfolio genauso bewertet wie jeder US-Korb.

Das Portfolio

EQNR.OL10%
DNB.OL10%
NHY.OL10%
MOWI.OL10%
TEL.OL10%
KOG.OL10%
AKRBP.OL10%
YAR.OL10%
ORK.OL10%
STB.OL10%

Gewichte wie angezeigt, Risikoprofil Mittel. Etwa wöchentlich automatisch neu bewertet; Datum und Engine-Version stehen im Ergebnis.

60.3 / 100

Portfolio-Score Neutral

Gemischte Evidenz.

Die Komponenten widersprechen sich. Lesen Sie sie einzeln, statt der einen Zahl zu vertrauen.

Schwach Neutral Gut Stark

10 Positionen aufgelöst · Risikoprofil Mittel · Engine 2026-03-07-v5 · Trajektorie stabil (11% Konfidenz)

Was ist ein guter Score? → Eigenes Portfolio bewerten

Größte Position: 10.0% EQNR.OL · Limit 30%
Effektive Positionen: 10.0 von 10 gehalten · Ziel 8
Größter Sektor: 20.0% Energie
Gewichtetes Beta: 0.25 Marktsensitivität
Exposure-Plan: 70% investiert 30% Cash · ausgewogen
Sie liegen bei: 100% investiert 0% Cash

Komponenten-Scores

Diversifikation100
Risikobalance65
Qualität51
Signal56
Trend46
Marktkontext0

Eine Komponente zeigt „keine Daten“, wenn der Engine die Evidenz dafür fehlt – das wird gemeldet, nicht geraten.

Was zuerst anzusehen ist

Priorität Erhebliches Gewicht in Positionen mit negativem Signal
30.0% des investierten Werts liegen in Positionen mit negativer Signalbewertung – mehr, als das Profil toleriert.
Priorität Der Exposure-Plan bevorzugt einen Cash-Puffer
Angesichts der aktuellen Signal-, Trend- und Konzentrationsevidenz zielt der Plan auf etwa 70.0% investiert und 30.0% Cash; Aufbautempo: schrittweise.
Beobachten Begrenzte Faktorevidenz
Für 100.0% des investierten Werts fehlt Faktorevidenz, was den vorausschauenden Kontext einschränkt, den die Engine stützen kann.
Beobachten Vorausschauende Konfidenz ist begrenzt
Die Lens-Konfidenz liegt im Schnitt bei 50.8%. Behandeln Sie die Komponenten Trend und Marktkontext als vorläufig.
Priorität Größere Positionen mit schwachen Bewertungen
NHY.OL, YAR.OL, TEL.OL tragen erhebliches Gewicht bei niedrigen Positions-Scores. Sie belasten den Gesamtscore am stärksten.

Positionen

Ticker	Sektor	Wert	Gewicht	Signal	Score	Profil
EQNR.OL	Energie	10,000	10.0%	HALTEN	0.00	zyklisch
DNB.OL	Finanzdienstleistungen	10,000	10.0%	HALTEN	0.01	Kern
NHY.OL	Grundstoffe	10,000	10.0%	VERKAUFEN	-4.31	Turnaround
MOWI.OL	Basiskonsum	10,000	10.0%	KAUFEN	4.02	Kern
TEL.OL	Kommunikationsdienste	10,000	10.0%	VERKAUFEN	-2.39	Turnaround
KOG.OL	Industrie	10,000	10.0%	KAUFEN	2.29	zyklisch
AKRBP.OL	Energie	10,000	10.0%	KAUFEN	5.33	zyklisch
YAR.OL	Grundstoffe	10,000	10.0%	VERKAUFEN	-2.95	Turnaround
ORK.OL	Basiskonsum	10,000	10.0%	HALTEN	1.85	Kern
STB.OL	Finanzdienstleistungen	10,000	10.0%	HALTEN	-0.83	Kern

Grenzen der Evidenz:

Bewertungsdaten fehlen für einen Teil des Portfolios
Geringe Konfidenz der Aktientyp-Klassifizierung für einen Teil des Portfolios
Lens-spezifische Faktorevidenz fehlt für große Teile des Portfolios
Geringe Konfidenz der Faktorevidenz mindert die vorausschauende Aussagekraft

POST /evaluate

Jede Zahl oben stammt aus einem einzigen API-Aufruf.

Diese Seite ist das JSON unten, gerendert. Bauen Sie dasselbe in ein Dashboard, ein Berater-Tool oder einen KI-Agenten ein. Dieselbe Engine in jedem Plan, fünf kostenlose Auswertungen pro Monat mit einem API-Schlüssel.

Kostenlosen API-Schlüssel holen API-Referenz →

Rohantwort anzeigen

{
    "ok": true,
    "evaluation": {
        "engine_version": "2026-03-07-v5",
        "score": 60.2999999999999971578290569595992565155029296875,
        "health_score": 60.2999999999999971578290569595992565155029296875,
        "status": "Neutral",
        "status_key": "neutral",
        "count": 10,
        "weighted_score": 0.299999999999999988897769753748434595763683319091796875,
        "max_position_weight": 10,
        "max_position_ticker": "EQNR.OL",
        "effective_positions": 10,
        "weighted_beta": 0.25,
        "signal_mix": {
            "buy": 30,
            "hold": 40,
            "sell": 30
        },
        "trend_alignment_pct": 40,
        "trend_negative_pct": 40,
        "weighted_grade_score": 3.79999999999999982236431605997495353221893310546875,
        "weighted_dividend_score": 3.060000000000000053290705182007513940334320068359375,
        "top_sector": "Energy",
        "top_sector_weight": 20,
        "score_components": {
            "signal": 56,
            "diversification": 100,
            "risk": 64.599999999999994315658113919198513031005859375,
            "quality": 50.60000000000000142108547152020037174224853515625,
            "trend": 46,
            "macro": 0.1000000000000000055511151231257827021181583404541015625
        },
        "trajectory": {
            "direction": "stable",
            "confidence": 11,
            "summary": "Mixed signals"
        },
        "context_alignment": {
            "score": 0.1000000000000000055511151231257827021181583404541015625,
            "coverage_pct": 100,
            "matched_weight_pct": 100,
            "top_sector_view": null
        },
        "forward_confidence": 50.7999999999999971578290569595992565155029296875,
        "exposure_plan": {
            "target_invested_pct": 70,
            "target_cash_pct": 30,
            "min_invested_pct": 56.89999999999999857891452847979962825775146484375,
            "max_invested_pct": 83.099999999999994315658113919198513031005859375,
            "min_cash_pct": 16.89999999999999857891452847979962825775146484375,
            "max_cash_pct": 43.10000000000000142108547152020037174224853515625,
            "base_invested_pct": 72,
            "stance": "balanced",
            "deployment_speed": "gradual",
            "confidence": 54.2000000000000028421709430404007434844970703125,
            "market_regime_score": 50,
            "market_regime_code": "",
            "reason_codes": [
                "negative_trend_pressure",
                "high_sell_weight",
                "low_forward_confidence"
            ],
            "components": {
                "market_adjustment": 0,
                "signal_adjustment": 1.6599999999999999200639422269887290894985198974609375,
                "trend_adjustment": 0,
                "sell_penalty": 4.5,
                "concentration_penalty": 0
            }
        },
        "holding_analysis": [
            {
                "ticker": "EQNR.OL",
                "weight_pct": 10,
                "score": 0,
                "signal": "HOLD",
                "sector": "Energy",
                "profile": "cyclical",
                "lens": "macro_cyclical",
                "classification_confidence": 64,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "cyclical_sector"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 64
            },
            {
                "ticker": "DNB.OL",
                "weight_pct": 10,
                "score": 0.01000000000000000020816681711721685132943093776702880859375,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "core",
                "lens": "core_quality",
                "classification_confidence": 28,
                "classification_quality": "weak",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "fallback_core"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 28
            },
            {
                "ticker": "NHY.OL",
                "weight_pct": 10,
                "score": -4.30999999999999960920149533194489777088165283203125,
                "signal": "SELL",
                "sector": "Basic Materials",
                "profile": "turnaround",
                "lens": "recovery",
                "classification_confidence": 68,
                "classification_quality": "usable",
                "classification_ambiguous": true,
                "classification_reason_codes": [
                    "negative_medium_score"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 68
            },
            {
                "ticker": "MOWI.OL",
                "weight_pct": 10,
                "score": 4.019999999999999573674358543939888477325439453125,
                "signal": "BUY",
                "sector": "Consumer Defensive",
                "profile": "core",
                "lens": "core_quality",
                "classification_confidence": 28,
                "classification_quality": "weak",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "fallback_core"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 28
            },
            {
                "ticker": "TEL.OL",
                "weight_pct": 10,
                "score": -2.390000000000000124344978758017532527446746826171875,
                "signal": "SELL",
                "sector": "Communication Services",
                "profile": "turnaround",
                "lens": "recovery",
                "classification_confidence": 68,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "negative_medium_score"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 68
            },
            {
                "ticker": "KOG.OL",
                "weight_pct": 10,
                "score": 2.29000000000000003552713678800500929355621337890625,
                "signal": "BUY",
                "sector": "Industrials",
                "profile": "cyclical",
                "lens": "macro_cyclical",
                "classification_confidence": 64,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "cyclical_sector"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 64
            },
            {
                "ticker": "AKRBP.OL",
                "weight_pct": 10,
                "score": 5.3300000000000000710542735760100185871124267578125,
                "signal": "BUY",
                "sector": "Energy",
                "profile": "cyclical",
                "lens": "macro_cyclical",
                "classification_confidence": 64,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "cyclical_sector"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 64
            },
            {
                "ticker": "YAR.OL",
                "weight_pct": 10,
                "score": -2.95000000000000017763568394002504646778106689453125,
                "signal": "SELL",
                "sector": "Basic Materials",
                "profile": "turnaround",
                "lens": "recovery",
                "classification_confidence": 68,
                "classification_quality": "usable",
                "classification_ambiguous": true,
                "classification_reason_codes": [
                    "negative_medium_score"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 68
            },
            {
                "ticker": "ORK.OL",
                "weight_pct": 10,
                "score": 1.850000000000000088817841970012523233890533447265625,
                "signal": "HOLD",
                "sector": "Consumer Defensive",
                "profile": "core",
                "lens": "core_quality",
                "classification_confidence": 28,
                "classification_quality": "weak",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "fallback_core"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 28
            },
            {
                "ticker": "STB.OL",
                "weight_pct": 10,
                "score": -0.82999999999999996003197111349436454474925994873046875,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "core",
                "lens": "core_quality",
                "classification_confidence": 28,
                "classification_quality": "weak",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "fallback_core"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 5,
                "factor_has_sufficient_evidence": false,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 28
            }
        ],
        "coverage": {
            "beta_pct": 100,
            "grade_pct": 90,
            "dividend_pct": 100,
            "trend_pct": 100,
            "macro_pct": 100
        },
        "diagnostics": {
            "risk_level": "medium",
            "risk_profile": {
                "target_max_weight": 0.299999999999999988897769753748434595763683319091796875,
                "target_sector_weight": 0.40000000000000002220446049250313080847263336181640625,
                "target_sell_weight": 0.200000000000000011102230246251565404236316680908203125,
                "target_effective_positions": 8,
                "beta_band_min": 0.75,
                "beta_band_max": 1.25
            },
            "profile_mix": {
                "core": 40,
                "cyclical": 30,
                "turnaround": 30
            },
            "lens_mix": {
                "core_quality": 40,
                "macro_cyclical": 30,
                "recovery": 30
            },
            "classification": {
                "avg_confidence": 50.7999999999999971578290569595992565155029296875,
                "quality": "weak",
                "low_confidence_weight_pct": 40,
                "ambiguous_weight_pct": 20,
                "weak_count": 4,
                "low_confidence_tickers": [
                    "DNB.OL",
                    "MOWI.OL",
                    "ORK.OL",
                    "STB.OL"
                ]
            },
            "factor_evidence": {
                "avg_confidence": 0,
                "quality": "weak",
                "low_confidence_weight_pct": 100,
                "missing_weight_pct": 100,
                "aligned_weight_pct": 0,
                "avg_lens_confidence": 50.7999999999999971578290569595992565155029296875
            },
            "sector_context": {
                "scores": [],
                "top_sector": "Energy",
                "top_sector_score": null,
                "top_sector_detail": null
            },
            "market_regime": {
                "selected_code": "",
                "mode": "missing",
                "score": null,
                "weights_pct": {
                    "OSL": 0,
                    "US": 0,
                    "GLOBAL": 0
                },
                "selected_regime": null
            },
            "data_gaps": [
                "Missing grade data for part of the portfolio",
                "Weak stock-type classification confidence for part of the portfolio",
                "Missing lens-specific factor evidence for large parts of the portfolio",
                "Weak factor evidence confidence reduces forward-looking reliability"
            ]
        },
        "insights": [
            {
                "id": "weighted_score",
                "value": 0.299999999999999988897769753748434595763683319091796875,
                "tone": "warn",
                "status_key": "neutral"
            },
            {
                "id": "target_invested_pct",
                "value": 70,
                "cash_pct": 30,
                "stance": "balanced",
                "confidence": 54.2000000000000028421709430404007434844970703125,
                "tone": "risk"
            },
            {
                "id": "effective_positions",
                "value": 10,
                "tone": "good"
            },
            {
                "id": "largest_position",
                "value": 10,
                "ticker": "EQNR.OL",
                "tone": "good"
            },
            {
                "id": "top_sector",
                "value": 20,
                "sector": "Energy",
                "tone": "good"
            },
            {
                "id": "signal_mix",
                "buy": 30,
                "hold": 40,
                "sell": 30,
                "tone": "risk"
            },
            {
                "id": "portfolio_trajectory",
                "value": "stable",
                "tone": "warn",
                "confidence": 11
            },
            {
                "id": "weighted_beta",
                "value": 0.25,
                "tone": "good"
            },
            {
                "id": "macro_alignment",
                "value": 0.1000000000000000055511151231257827021181583404541015625,
                "tone": "risk"
            },
            {
                "id": "lens_confidence",
                "value": 50.7999999999999971578290569595992565155029296875,
                "tone": "risk"
            }
        ],
        "suggestions": [
            {
                "tone": "risk",
                "code": "lower_sell_exposure",
                "sell_pct": 30
            },
            {
                "tone": "risk",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 30,
                "invested_pct": 70,
                "deployment_speed": "gradual"
            },
            {
                "tone": "warn",
                "code": "expand_factor_coverage",
                "missing_weight_pct": 100
            },
            {
                "tone": "warn",
                "code": "lower_forward_confidence",
                "lens_confidence": 50.7999999999999971578290569595992565155029296875
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
                    "NHY.OL",
                    "YAR.OL",
                    "TEL.OL"
                ]
            }
        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 100000,
            "total_value": 100000,
            "cash_pct": 0,
            "invested_pct": 100,
            "missing_tickers": []
        }
    }
}

Die Ergebnisse von PORTIQA sind quantitative Analysen und dienen ausschließlich Informationszwecken. Sie stellen keine Anlageberatung dar. Siehe den Finanz-Disclaimer.

Weitere Beispielportfolios

Konzentration · 7 Positionen

Ein typisches Oslo-Børs-Portfolio.

Das Portfolio

Gemischte Evidenz.

Komponenten-Scores

Was zuerst anzusehen ist

Positionen

Weitere Beispielportfolios

Die Magnificent 7 als Portfolio.

Eine Aktie. Alles darauf.

Das klassische 60/40.

Ihr Portfolio, dieselbe Engine.