インデックス · サンプルポートフォリオ

ETFのみ。

投資可能な世界の大半をカバーする6本のファンド。興味深いのは、エンジンが何を「欠けている」と報告するかです。ファンド単位の保有は個別株よりエビデンスが少なく、スコアはその点に正直です。

ポートフォリオ構成

VOO25%
QQQ20%
VEA15%
VWO10%
BND20%
GLD10%

ウェイトは表示のとおり、リスク許容度は「中」。約週1回自動で再評価され、日付とエンジンバージョンは結果に記載されます。

ファンドはそれぞれ1つの保有銘柄として扱います。組入銘柄やファンド間の重複は分析しません。集中度はファンドの配分を表し、組入証券の発行体への分散を表すものではありません。スコアの仕組み

41.4 / 100

ポートフォリオスコア

ファンド単位の分析：組入銘柄は分析していません

このスコアでは各ETFを1つの保有銘柄として扱います。ファンド内の証券やファンド間の重複は分析しません。集中度はファンド間の配分を表し、組入証券の発行体への分散を表すものではありません。スコアと提案には、この情報不足による限界があります。

6 銘柄を照合 · リスク許容度：中 · エンジン 2026-03-07-v5

良いスコアとは？ → 自分のポートフォリオを採点

最大ポジション: 25.0% VOO
実効銘柄数: 5.4 保有 6 銘柄中
加重ベータ: 0.96 市場感応度
現在の状態: 投資 100% 現金 0%

構成要素スコア

リスクバランス87
品質38
シグナル27
トレンド11

エンジンにエビデンスがない構成要素は「データなし」と表示されます。推測ではなく、そのまま報告します。

最初に見るべきこと

優先 売りシグナル銘柄の比重が大きい
投資額の 35.0% がシグナル判定マイナスの銘柄にあり、プロファイルの許容範囲を超えています。
注意 加重銘柄スコアが低い
評価額で加重した銘柄スコアは -1.15 です。構成が判定の弱い銘柄に偏っています。
優先 判定が弱い大きめのポジション
QQQ, VEA, GLD は比重が大きい一方で銘柄スコアが低く、総合スコアを最も押し下げています。

保有銘柄

ティッカー	セクター	評価額	ウェイト	シグナル	スコア	タイプ
VOO	—	25,000	25.0%	保有	0.29	ファンド
QQQ	—	20,000	20.0%	売り	-2.32	ファンド
BND	—	20,000	20.0%	保有	-0.96	ファンド
VEA	—	15,000	15.0%	売り	-2.29	ファンド
VWO	—	10,000	10.0%	保有	-0.48	ファンド
GLD	—	10,000	10.0%	保有	-1.73	ファンド

エビデンスの限界：

一部の銘柄で格付けデータが不足
一部の銘柄で配当品質のデータが不足
ファクターエビデンスの信頼度が低く、先行きの信頼性が下がっています

POST /evaluate

上の数値はすべてAPI呼び出し1回から得られたものです。

このページは下のJSONを描画したものです。同じものをダッシュボード、アドバイザー向けツール、AIエージェントに組み込めます。どのプランでも同じエンジン、APIキーで毎月5回まで無料評価。

無料APIキーを取得 APIリファレンス →

生レスポンスを表示

{
    "ok": true,
    "evaluation": {
        "engine_version": "2026-03-07-v5",
        "score": 41.39999999999999857891452847979962825775146484375,
        "health_score": 41.39999999999999857891452847979962825775146484375,
        "status": "Weak",
        "status_key": "weak",
        "count": 6,
        "weighted_score": -1.149999999999999911182158029987476766109466552734375,
        "max_position_weight": 25,
        "max_position_ticker": "VOO",
        "effective_positions": 5.410000000000000142108547152020037174224853515625,
        "weighted_beta": 0.95999999999999996447286321199499070644378662109375,
        "signal_mix": {
            "buy": 0,
            "hold": 65,
            "sell": 35
        },
        "trend_alignment_pct": 0,
        "trend_negative_pct": 65,
        "weighted_grade_score": null,
        "weighted_dividend_score": 3.8300000000000000710542735760100185871124267578125,
        "top_sector": "Financial Services",
        "top_sector_weight": 100,
        "score_components": {
            "signal": 27,
            "diversification": 55.89999999999999857891452847979962825775146484375,
            "risk": 86.900000000000005684341886080801486968994140625,
            "quality": 38.2999999999999971578290569595992565155029296875,
            "trend": 11,
            "macro": 0
        },
        "trajectory": {
            "direction": "deteriorating",
            "confidence": 68.900000000000005684341886080801486968994140625,
            "summary": "Negative signal concentration or weakening trend"
        },
        "context_alignment": {
            "score": 0,
            "coverage_pct": 100,
            "matched_weight_pct": 100,
            "top_sector_view": null
        },
        "forward_confidence": 95,
        "exposure_plan": {
            "target_invested_pct": 56.89999999999999857891452847979962825775146484375,
            "target_cash_pct": 43.10000000000000142108547152020037174224853515625,
            "min_invested_pct": 45.2999999999999971578290569595992565155029296875,
            "max_invested_pct": 68.400000000000005684341886080801486968994140625,
            "min_cash_pct": 31.60000000000000142108547152020037174224853515625,
            "max_cash_pct": 54.7000000000000028421709430404007434844970703125,
            "base_invested_pct": 72,
            "stance": "defensive",
            "deployment_speed": "gradual",
            "confidence": 71.599999999999994315658113919198513031005859375,
            "market_regime_score": 50,
            "market_regime_code": "",
            "reason_codes": [
                "negative_signal_balance",
                "negative_trend_pressure",
                "high_sell_weight",
                "strong_forward_confidence"
            ],
            "components": {
                "market_adjustment": 0,
                "signal_adjustment": -6.30999999999999960920149533194489777088165283203125,
                "trend_adjustment": -6.5,
                "sell_penalty": 6.75,
                "concentration_penalty": 0
            }
        },
        "holding_analysis": [
            {
                "ticker": "VOO",
                "weight_pct": 25,
                "score": 0.289999999999999980015985556747182272374629974365234375,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            },
            {
                "ticker": "QQQ",
                "weight_pct": 20,
                "score": -2.319999999999999840127884453977458178997039794921875,
                "signal": "SELL",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            },
            {
                "ticker": "BND",
                "weight_pct": 20,
                "score": -0.95999999999999996447286321199499070644378662109375,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            },
            {
                "ticker": "VEA",
                "weight_pct": 15,
                "score": -2.29000000000000003552713678800500929355621337890625,
                "signal": "SELL",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            },
            {
                "ticker": "VWO",
                "weight_pct": 10,
                "score": -0.479999999999999982236431605997495353221893310546875,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            },
            {
                "ticker": "GLD",
                "weight_pct": 10,
                "score": -1.729999999999999982236431605997495353221893310546875,
                "signal": "HOLD",
                "sector": "Financial Services",
                "profile": "fund",
                "lens": "allocation",
                "classification_confidence": 95,
                "classification_quality": "strong",
                "classification_ambiguous": false,
                "classification_reason_codes": [
                    "is_fund"
                ],
                "factor_evidence_confidence": 0,
                "factor_evidence_score": null,
                "factor_match_count": 0,
                "factor_required_count": 0,
                "factor_has_sufficient_evidence": true,
                "factor_matched_factors": [],
                "top_factor": null,
                "top_factor_direction": null,
                "lens_confidence": 95
            }
        ],
        "coverage": {
            "beta_pct": 100,
            "grade_pct": 0,
            "dividend_pct": 83.2999999999999971578290569595992565155029296875,
            "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": {
                "fund": 100
            },
            "lens_mix": {
                "allocation": 100
            },
            "classification": {
                "avg_confidence": 95,
                "quality": "strong",
                "low_confidence_weight_pct": 0,
                "ambiguous_weight_pct": 0,
                "weak_count": 0,
                "low_confidence_tickers": []
            },
            "factor_evidence": {
                "avg_confidence": 0,
                "quality": "weak",
                "low_confidence_weight_pct": 100,
                "missing_weight_pct": 0,
                "aligned_weight_pct": 0,
                "avg_lens_confidence": 95
            },
            "sector_context": {
                "scores": [],
                "top_sector": "Financial Services",
                "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",
                "Missing dividend quality data for part of the portfolio",
                "Weak factor evidence confidence reduces forward-looking reliability"
            ]
        },
        "insights": [
            {
                "id": "weighted_score",
                "value": -1.149999999999999911182158029987476766109466552734375,
                "tone": "risk",
                "status_key": "weak"
            },
            {
                "id": "target_invested_pct",
                "value": 56.89999999999999857891452847979962825775146484375,
                "cash_pct": 43.10000000000000142108547152020037174224853515625,
                "stance": "defensive",
                "confidence": 71.599999999999994315658113919198513031005859375,
                "tone": "warn"
            },
            {
                "id": "effective_positions",
                "value": 5.4000000000000003552713678800500929355621337890625,
                "tone": "warn"
            },
            {
                "id": "largest_position",
                "value": 25,
                "ticker": "VOO",
                "tone": "warn"
            },
            {
                "id": "top_sector",
                "value": 100,
                "sector": "Financial Services",
                "tone": "risk"
            },
            {
                "id": "signal_mix",
                "buy": 0,
                "hold": 65,
                "sell": 35,
                "tone": "risk"
            },
            {
                "id": "portfolio_trajectory",
                "value": "deteriorating",
                "tone": "risk",
                "confidence": 68.900000000000005684341886080801486968994140625
            },
            {
                "id": "weighted_beta",
                "value": 0.95999999999999996447286321199499070644378662109375,
                "tone": "good"
            },
            {
                "id": "macro_alignment",
                "value": 0,
                "tone": "risk"
            },
            {
                "id": "lens_confidence",
                "value": 95,
                "tone": "good"
            }
        ],
        "suggestions": [
            {
                "tone": "warn",
                "code": "diversify_sector",
                "sector": "Financial Services",
                "weight_pct": 100
            },
            {
                "tone": "warn",
                "code": "increase_diversification",
                "effective_positions": 5.4000000000000003552713678800500929355621337890625
            },
            {
                "tone": "risk",
                "code": "lower_sell_exposure",
                "sell_pct": 35
            },
            {
                "tone": "risk",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 43.10000000000000142108547152020037174224853515625,
                "invested_pct": 56.89999999999999857891452847979962825775146484375,
                "deployment_speed": "gradual"
            },
            {
                "tone": "warn",
                "code": "lift_quality_score",
                "weighted_score": -1.149999999999999911182158029987476766109466552734375
            },
            {
                "tone": "risk",
                "code": "review_weak_positions",
                "tickers": [
                    "QQQ",
                    "VEA",
                    "GLD"
                ]
            }
        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 100000,
            "total_value": 100000,
            "cash_pct": 0,
            "invested_pct": 100,
            "missing_tickers": []
        }
    }
}

PORTIQAの出力は情報提供のみを目的とした定量分析であり、投資助言を構成するものではありません。金融免責事項をご覧ください。