Check which holdings contribute to returns, where risk and concentration come from, and how a different allocation would score.
Understand one portfolio and see potential changes to explore.
One Check per account. Your Check payment is credited towards your first annual plan if you upgrade within 30 days.
Revisit your portfolio as markets move, understand what changed, and test changes before making them.
All Investor tools, with more testing capacity and longer history.
Want to understand one portfolio, or try the website before committing to an annual plan? One Check per account. Your Check payment is credited towards Investor or Investor Plus if you upgrade within 30 days.
Want to revisit your portfolios, compare investments and regularly test changes? Investor is for ongoing analysis and testing.
Want the same tools as Investor, with more calculation credits, more saved portfolios and longer historical analysis? Choose Investor Plus for the extra capacity.
| Feature | Portfolio Check | Investor | Investor Plus |
|---|---|---|---|
| Score pages | |||
| Compare pages | |||
| — | |||
| — | |||
| View only | |||
| Improve pages | |||
| One set of four | |||
| — | |||
| Customise | |||
| — | |||
| Coverage and usage | |||
| Portfolio analysis | One fixed analysis | Repeated | Repeated |
| Weekly calculation credits | — | 50 | 250 |
| Available price history | Up to 5 years | Up to 5 years | Up to 10 years |
| Saved portfolios | 1 locked result | 5 editable | 10 editable |
| Holdings per portfolio | Up to 25 | Up to 25 | Up to 25 |
| Stock coverage | Global | Global | Global |
| PDF reports | |||
The practical details before you choose.
Portfolio Check is one fixed analysis with one set of four Score Proposals, available once per account. Its original result stays saved in your account; saving a proposed allocation separately requires an Investor plan. Investor lets you keep analysing, compare portfolios and test changes, with 50 weekly credits, five saved portfolios and up to five years of price history. Investor Plus adds 250 weekly credits, ten saved portfolios and a selectable ten-year history.
Your actual Check payment can be credited once towards your first annual plan if you upgrade within 30 days. The exact amount is shown before checkout.
Yes. Upgrade in Settings and pay only the prorated difference for the rest of your current year. Your renewal then follows the Investor Plus annual price.
You can cancel a future annual renewal in Settings. Access normally continues until the end of the period already paid for. A Portfolio Check is a one-time payment.
One portfolio analysis or Builder run uses one credit; generating all four Score Proposals uses one additional credit. Recalculation batches use one per distinct allocation. Loading saved results and exploring charts use none. Weekly allowances reset each week. Investor plans can buy optional 50-credit packs in Settings; weekly credits are used first. Purchased credits do not expire while your account exists and require an active annual plan to use.
Your analysis is powered by Financial Modeling Prep (FMP), a specialist data provider used by financial institutions, analysts and fintech companies. FMP sources data from major exchanges including Nasdaq, LSEG and Cboe, giving your portfolio analysis a professional market-data foundation. Coverage varies by stock; any missing data is clearly flagged.