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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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

4 Rules

High-yield exposure

HYG 13.50%

HYG is 13.5%, above the 12% ceiling.

issue

HYG is 13.5%, above the 12% ceiling.

Cash floor

Cash 7.00%

Cash is 7.0%, above the 6% minimum.

ok

Cash is 7.0%, above the 6% minimum.

Income definition

Review
VNQ 7.00%

Clarify whether REIT income should count toward the income sleeve.

Review the mandate definition before relying on this rule.

Definition needs review.

clarification_needed

Clarify whether REIT income should count toward the income sleeve.

Credit risk

Review
HYG + BND

Credit-risk treatment needs objective detail before a final verdict.

Review the mandate definition before relying on this rule.

Definition needs review.

clarification_needed

Credit-risk treatment needs objective detail before a final verdict.

Evaluation Result

Warning 2026-08-01 11:30

The mandate is mostly interpretable, but high-yield exposure is over limit and income classification needs objective detail.

High-yield exposure breach

HYG is above the stated high-yield ceiling.

Holdings

List or upload your portfolio holdings

6 Holdings
Asset Role Weight
VTEB Municipal bonds 27.00%
SCHD Dividend equity 25.00%
HYG High yield 13.50%
BND Core bonds 20.50%
Cash Liquidity 7.00%
VNQ REIT income 7.00%
Lowering HYG below 12% is the smallest clear adjustment; REIT treatment still needs a mandate interpretation.
Manual review plan Local scenario Trim high-yield exposure and add the REIT-income interpretation to the objective before rerunning evaluation.

Addresses 1 rule

Apply to local holdings
  • HYG to 11.50%
  • BND to 22.50%
HYG 13.50% to 11.50% BND 20.50% to 22.50%