PORTFOLIO SCORE
DASHBOARD
Enter stocks to receive your personalised Portfolio Score
Drill down into each score by checking the Return, Risk and Diversification
NEW HERE?
01
Enter holdings
Add tickers and weights directly in the dashboard, then explore the structure with demo data before deciding if you want live analysis.
02
Explore the demo
Free shows demo portfolio data across Dashboard, Return, Risk, and Diversification so you can learn the workflow first.
03
See plans
Starter unlocks live scoring and portfolio pages, while Investor adds Analyze, Track, customization, and digest features.
STOCK LIST - ENTER HERE
Free uses demo data only. Load the sample portfolio below to explore the Dashboard and score pages.
100.0% OK
4/25 stocks
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WHERE NEXT?
Use the next page based on the job you want to do after the dashboard overview.
Return / Risk / Diversification
Use the Dashboard as a starting point, then drill into the weakest score first.
Analyse
See improvement ideas, read the portfolio as one business, and inspect fundamentals by year.
Portfolios
Compare against reference investors, saved portfolios, and side-by-side portfolio views.
Track
Follow a real-money portfolio, spot where new money could go, and review dividend income.