Single position · example portfolio

One stock. All of it.

The purest concentration case there is. Every metric the engine has for spread collapses to one, and the score shows how a great company and a fragile portfolio can be the same thing.

The portfolio

NVDA100%

Weights as shown, Medium risk profile. Re-scored automatically about once a week; the date and engine version are on the result.

13.2 / 100

Portfolio score Weak

Structural problems dominate.

Concentration or evidence quality is far outside the profile's limits. Start with the first suggestion.

Weak Neutral Good Strong

1 holdings resolved · Medium risk profile · engine 2026-03-07-v5 · trajectory deteriorating (100% confidence)

What is a good score? → Score your own portfolio

Largest position: 100.0% NVDA · limit 30%
Effective positions: 1.0 of 1 held · target 8
Top sector: 100.0% Technology
Weighted beta: 2.22 market sensitivity
Exposure plan: 40% invested 60% cash · defensive
You are at: 100% invested 0% cash

Component scores

Diversification4
Risk balance17
Quality72
Signal0
Trend0
Market context0

A component is “no data” when the engine lacks evidence for it, which is reported rather than guessed.

What to look at first

Priority Largest position is above the profile limit
NVDA is 100.0% of invested value. The Medium risk profile treats 30.0% as the ceiling for a single holding.
Watch One sector dominates
Technology is 100.0% of invested value. When one sector carries that much weight, a single macro theme drives most of the outcome.
Watch Fewer effective positions than it looks
Position sizing gives this portfolio the concentration of about 1.0 equally weighted holdings, below the profile target.
Priority Material weight in negative-signal holdings
100.0% of invested value sits in holdings with a negative signal reading, above what the profile tolerates.
Priority The exposure plan favours a cash buffer
Given current signal, trend and concentration evidence, the plan targets about 40.0% invested and 60.0% cash, deployed at a gradual pace.
Watch Weighted holding score is low
The value-weighted score across holdings is -4.47. The mix leans on names with weak readings.

Holdings

Ticker	Sector	Value	Weight	Signal	Score	Profile
NVDA	Technology	50,000	100.0%	SELL	-4.47	high beta

Evidence limits:

Missing lens-specific factor evidence for large parts of the portfolio
Weak factor evidence confidence reduces forward-looking reliability

POST /evaluate

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{
    "ok": true,
    "evaluation": {
        "engine_version": "2026-03-07-v5",
        "score": 13.199999999999999289457264239899814128875732421875,
        "health_score": 13.199999999999999289457264239899814128875732421875,
        "status": "Weak",
        "status_key": "weak",
        "count": 1,
        "weighted_score": -4.46999999999999975131004248396493494510650634765625,
        "max_position_weight": 100,
        "max_position_ticker": "NVDA",
        "effective_positions": 1,
        "weighted_beta": 2.220000000000000195399252334027551114559173583984375,
        "signal_mix": {
            "buy": 0,
            "hold": 0,
            "sell": 100
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        "trend_alignment_pct": 0,
        "trend_negative_pct": 100,
        "weighted_grade_score": 5,
        "weighted_dividend_score": 4.4000000000000003552713678800500929355621337890625,
        "top_sector": "Technology",
        "top_sector_weight": 100,
        "score_components": {
            "signal": 0,
            "diversification": 4.20000000000000017763568394002504646778106689453125,
            "risk": 17.10000000000000142108547152020037174224853515625,
            "quality": 72,
            "trend": 0,
            "macro": 0
        },
        "trajectory": {
            "direction": "deteriorating",
            "confidence": 100,
            "summary": "Negative signal concentration or weakening trend"
        },
        "context_alignment": {
            "score": 0,
            "coverage_pct": 100,
            "matched_weight_pct": 100,
            "top_sector_view": null
        },
        "forward_confidence": 78,
        "exposure_plan": {
            "target_invested_pct": 40,
            "target_cash_pct": 60,
            "min_invested_pct": 40,
            "max_invested_pct": 53,
            "min_cash_pct": 47,
            "max_cash_pct": 60,
            "base_invested_pct": 72,
            "stance": "defensive",
            "deployment_speed": "gradual",
            "confidence": 56,
            "market_regime_score": 50,
            "market_regime_code": "",
            "reason_codes": [
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                "negative_trend_pressure",
                "high_sell_weight",
                "concentration_risk",
                "strong_forward_confidence"
            ],
            "components": {
                "market_adjustment": 0,
                "signal_adjustment": -14,
                "trend_adjustment": -10,
                "sell_penalty": 16,
                "concentration_penalty": 18
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        },
        "holding_analysis": [
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                "weight_pct": 100,
                "score": -4.46999999999999975131004248396493494510650634765625,
                "signal": "SELL",
                "sector": "Technology",
                "profile": "high_beta",
                "lens": "risk_control",
                "classification_confidence": 78,
                "classification_quality": "usable",
                "classification_ambiguous": false,
                "classification_reason_codes": [
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                "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": 78
            }
        ],
        "coverage": {
            "beta_pct": 100,
            "grade_pct": 100,
            "dividend_pct": 100,
            "trend_pct": 100,
            "macro_pct": 100
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        "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": {
                "high_beta": 100
            },
            "lens_mix": {
                "risk_control": 100
            },
            "classification": {
                "avg_confidence": 78,
                "quality": "usable",
                "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": 100,
                "aligned_weight_pct": 0,
                "avg_lens_confidence": 78
            },
            "sector_context": {
                "scores": [],
                "top_sector": "Technology",
                "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 lens-specific factor evidence for large parts of the portfolio",
                "Weak factor evidence confidence reduces forward-looking reliability"
            ]
        },
        "insights": [
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                "id": "weighted_score",
                "value": -4.46999999999999975131004248396493494510650634765625,
                "tone": "risk",
                "status_key": "weak"
            },
            {
                "id": "target_invested_pct",
                "value": 40,
                "cash_pct": 60,
                "stance": "defensive",
                "confidence": 56,
                "tone": "risk"
            },
            {
                "id": "effective_positions",
                "value": 1,
                "tone": "risk"
            },
            {
                "id": "largest_position",
                "value": 100,
                "ticker": "NVDA",
                "tone": "risk"
            },
            {
                "id": "top_sector",
                "value": 100,
                "sector": "Technology",
                "tone": "risk"
            },
            {
                "id": "signal_mix",
                "buy": 0,
                "hold": 0,
                "sell": 100,
                "tone": "risk"
            },
            {
                "id": "portfolio_trajectory",
                "value": "deteriorating",
                "tone": "risk",
                "confidence": 100
            },
            {
                "id": "weighted_beta",
                "value": 2.220000000000000195399252334027551114559173583984375,
                "tone": "risk"
            },
            {
                "id": "macro_alignment",
                "value": 0,
                "tone": "risk"
            },
            {
                "id": "lens_confidence",
                "value": 78,
                "tone": "warn"
            }
        ],
        "suggestions": [
            {
                "tone": "risk",
                "code": "reduce_single_position",
                "ticker": "NVDA",
                "weight_pct": 100,
                "target_pct": 30,
                "risk_level": "medium"
            },
            {
                "tone": "warn",
                "code": "diversify_sector",
                "sector": "Technology",
                "weight_pct": 100
            },
            {
                "tone": "warn",
                "code": "increase_diversification",
                "effective_positions": 1
            },
            {
                "tone": "risk",
                "code": "lower_sell_exposure",
                "sell_pct": 100
            },
            {
                "tone": "risk",
                "code": "hold_higher_cash_buffer",
                "cash_pct": 60,
                "invested_pct": 40,
                "deployment_speed": "gradual"
            },
            {
                "tone": "warn",
                "code": "lift_quality_score",
                "weighted_score": -4.46999999999999975131004248396493494510650634765625
            }
        ],
        "portfolio_input": {
            "cash_balance": 0,
            "holdings_value": 50000,
            "total_value": 50000,
            "cash_pct": 0,
            "invested_pct": 100,
            "missing_tickers": []
        }
    }
}

PORTIQA outputs are quantitative analysis for informational purposes only and do not constitute investment advice. See the financial disclaimer.

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