PortfolioFit
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Align your portfolios with their objectives

PortfolioFit helps you turn a written investment objective into a practical review of the portfolio behind it.

  • Compare current holdings with objective rules for concentration, liquidity, income, and allocation fit.
  • Extract editable rule cards from plain-language objectives so the review logic stays visible.
  • Inspect the holdings behind each evaluation instead of reading a black-box summary.
  • Review suggested local adjustments before deciding what, if anything, should change.
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Demo portfolio

You are viewing a dummy portfolio. The holdings, objectives, evaluation results, and suggested adjustments are sample data only. Sign up to analyze your own portfolios.

Dummy data Read-only demo

Objectives

Define your objectives

3 Rules

Equity and bond mix

VTI + VXUS + BND

The allocation is close to the intended balanced foundation.

ok

The allocation is close to the intended balanced foundation.

ETF concentration

VTI 34.00%

No ETF is above the 35% maximum.

ok

No ETF is above the 35% maximum.

Liquidity band

T-Bills + Cash

Cash plus T-Bills is 10.0%, inside the intended band.

ok

Cash plus T-Bills is 10.0%, inside the intended band.

Evaluation Result

OK 2026-08-01 11:30

The portfolio fits the objective. No material objective mismatch was found in the current holdings.

Holdings

List or upload your portfolio holdings

5 Holdings
Asset Role Weight
VTI US equity 34.00%
VXUS International equity 24.00%
BND Core bonds 32.00%
T-Bills Liquidity 7.00%
Cash Liquidity 3.00%
No local adjustment is needed for the current objective.
No adjustment needed Review manually Keep current local holdings unchanged and review after the next rebalance.

Addresses 1 rule

Review manually