How portfolio analysis actually works.
Formulas, worked examples, and the reasoning behind them — written for people who need the numbers to be right. Every guide shows the calculation and the API field that returns it.
Measuring portfolio concentration risk
Counting holdings is not measuring diversification. The Herfindahl index, the effective number of positions, and maximum position weight — how each is calculated, what each misses, and why a thirty-stock portfolio can behave like it holds six.
Scoring · 7 minWhat is a good portfolio score?
A composite score is a triage signal, not a diagnosis. What the ranges mean, why component scores routinely disagree with each other, and how that disagreement tells you exactly which problem to solve first.
Put it into practice
Every metric in these guides is returned by a single API call. Five free evaluations per month.
Get a free API key