Portfolio Scorecard Research Desk
Know What You Own.
Understand The Risk.
Paste your holdings or upload a positions file. See your research score, inspect each name, and put the risks in context.
Your portfolio grade is a starting point. Review the source date, your individual holdings and the limits of the research.
01 / Bring Your Portfolio
Your Research Starts Here.
One holding per line. Enter percentages, or import position values from a CSV. Review the interpretation before scoring.
Holdings are processed on this device. Sharing is always your choice.
02 / Check The Inputs
Is This Your Portfolio?
Your Portfolio / Research Snapshot
A higher technical score does not mean a safer portfolio.
Understand The ScoreThe Readout
Know Where You Stand.
- Scored
- Unscored
- Cash
Every Holding, In Focus
The Evidence Behind Your Score.
Select a holding to inspect its signals, strengths, concerns, and research gaps. Returns describe the security, not your account performance.
The Bigger Picture
A Portfolio Is More Than Its Parts.
Build Understanding
Better Questions. Better Research.
What Does My Score Actually Measure?
The Research Score is the position-weighted average of available holding scores. The three technical components are Momentum (up to 40 points), Leadership (26), and Exhaustion (34). Cash and unscored weight are excluded. A score is not a return forecast, a financial-health rating, or a probability.
Component values are displayed on the same 100-point scale. Small rounding differences can occur. Data completeness and portfolio concentration are separate from the score.
Short-Term Signals Vs. Long-Term Conviction
Momentum, recent price changes, and setup flags describe current market behavior. Long-term company conviction requires revenue, profitability, cash flow, debt, competitive position, and valuation research. Three months of price performance cannot establish those facts.
Read Financial Statements With Investor.gov ↗Why Not Chase A Perfect Score?
Several high-scoring holdings can still depend on the same market theme. Concentration, your time horizon, and your ability to tolerate losses matter. A high score does not remove earnings risk or protect against losses.
Understand Diversification ↗Research, Not Autopilot For Your Decisions. Review The Date, The Coverage, And The Evidence.