Understand your portfolio

Portfolio Analysis Guides

Look beyond the headline return. Learn what to check, how to read the evidence and which trade-offs deserve a closer look.

Return

Is your portfolio beating the market?

Compare against a fair benchmark, uncover weaker years behind the headline return, and identify the next questions to investigate.

Risk

Look beyond the final gain: compare return efficiency, the deepest fall and shared movement among your largest holdings.

Diversification

Check whether your stock count hides a few dominant positions, shared sectors or industries—and which dependencies deserve attention.

Portfolio Score links performance, risk and concentration to the holdings behind them, then lets you test hypothetical changes.