Built with the editorial discipline of a private-markets research desk and the utility of a portfolio workstation. Import holdings, choose your trading mandate, and receive a weekly brief with clear rationale behind every action.
Upload a CSV from a broker or load a sample portfolio to generate exposures, concentration flags, and next-trade ideas instantly.
Every suggestion includes the portfolio condition it responds to, the strategy it supports, and the expected portfolio impact.
Configure a Monday or Friday review cadence with a strategy profile so the next trade list stays aligned to your style.
Strategy selector
A balanced core allocation designed to keep flexibility while limiting unnecessary drift.
Portfolio value
$48,926.80
Largest holding
AVGO · 26%
Diversification
Concentrated
Cash buffer need
5% target
Portfolio scan
Recommendation engine
AVGO represents 26% of the account, which leaves the portfolio vulnerable to a single-stock drawdown. This matters even more for a select mandate where position discipline drives steadier compounding.
Suggested action
Scale out 10-15% of AVGO and recycle proceeds into the weakest mandate bucket or hold part as dry powder.
Technology is running 49 points above target while Fixed Income is 11 points light. That drift is the clearest mismatch between current holdings and your chosen strategy profile.
Suggested action
Stage the next add in Fixed Income funded by a trim in Technology to move the strategy score higher.
The largest three positions make up 63% of the portfolio. When concentration is this high, even correct stock selection can still leave the account overly dependent on one theme or earnings cycle.
Suggested action
Pause new discretionary adds until the top-three weight is closer to 45% or below.
Healthcare is one of the sleeves this mandate relies on most, but the current allocation is still under target. Filling that gap makes future alerts more selective because the portfolio has fewer structural imbalances.
Suggested action
Use the next weekly brief to screen for one or two entries in Healthcare rather than broadening the watchlist unnecessarily.
Weekly alerts
What arrives each week
Research lens
Capital concentration matters more than position count when the top three holdings exceed half the portfolio.
Income mandates usually improve when fixed-income and dividend sleeves offset growth equity volatility.
Unique-opportunity sleeves work better when capital is reserved for selective entries rather than fully deployed at all times.
Model allocations