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.

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Objectives

Define your objectives

3 Rules

Single holding cap

NVDA 31.40%

NVDA is 31.4%, above the 25% maximum.

issue

NVDA is 31.4%, above the 25% maximum.

Liquidity band

T-Bills + Cash

Cash plus T-Bills is 14.1%, inside the target range.

ok

Cash plus T-Bills is 14.1%, inside the target range.

Growth sleeve

NVDA + MSFT + QQQ + 1 more

Growth exposure is visible and diversified across multiple holdings.

ok

Growth exposure is visible and diversified across multiple holdings.

Evaluation Result

Issues 2026-08-01 11:32

The portfolio needs attention: NVDA breaches the single-holding cap while liquidity remains inside the stated band.

Single holding cap breach

NVDA is 31.4%, above the 25% maximum.

Holdings

List or upload your portfolio holdings

6 Holdings
Asset Role Weight
NVDA Semiconductors 31.40%
MSFT Software 18.20%
QQQ Growth ETF 22.00%
AAPL Hardware 14.30%
T-Bills Liquidity 8.10%
Cash Liquidity 6.00%
A minimal local rebalance can reduce NVDA while keeping the rest of the growth sleeve intact.
Minimal rebalance Local scenario Reduce NVDA toward 25% and redistribute the excess across QQQ and MSFT.

Addresses 1 rule

Apply to local holdings
  • NVDA to 25.00%
  • QQQ to 25.40%
  • MSFT to 21.20%
NVDA 31.40% to 25.00% QQQ 22.00% to 25.40% MSFT 18.20% to 21.20%