AI portfolio review

Check whether a portfolio matches its mandate.

PortfolioFit turns an investment objective into editable rules, then reviews holdings for concentration, allocation, liquidity, and risk mismatches.

View sample analysis

No signup to inspect a demo workflow
Paste messy holdings or a table
Sign up only when saving your draft

Sample review Concentrated Growth Portfolio Single holding cap <=25%, liquidity 5-15%, diversified growth exposure. NVDA breaches the single-holding cap while liquidity remains inside the target band.

Start by looking

See the output before sharing data.

Concentrated Growth Portfolio Issues · 6 holdings · 3 rules Income & Liquidity Portfolio Warning · 6 holdings · 4 rules Balanced Foundation Portfolio OK · 5 holdings · 3 rules

Try a private draft

Add objective and holdings.

Start with either field. PortfolioFit saves the draft only when you choose to continue, then asks for account access before creating a private workspace.