Independent Research · Built by retail, for retailScored every trading day
Portfolio Scorecard ·

The portfolio review Wall Street sells for a fortune.

Every institution runs its book through a risk desk daily — risk grades, exhaustion flags, regime fit, concentration math. Now your portfolio can get the same treatment from our machine that scores our entire universe every trading day.

Imagine what an institution would charge to grade your portfolio and hand you sector guidance every single day. You couldn't afford it? Good — neither could we. That's why we built our own.
🔒 Private by design. When you scan your book, your holdings are parsed and scored entirely in your browser and saved only on your device — nothing is uploaded. We couldn't see your portfolio if we wanted to.
What a scan gives you

Your grade, every holding scored, and a card worth sharing.

1 · The grade
62/ 100
SOLID — a few flags worth fixing

One number for the whole book — momentum, leadership and exhaustion, weighted by your actual position sizes.

2 · Every name, graded
NVDA20%78Buyable
UNH15%41exhaustion
BAC10%60earnings 3d

Weight, score, one-month move and the flags the machine is watching on each position.

3 · The scorecard
62MY PORTFOLIO CRC / 100

A shareable card with your grade and flags — your holdings are never on it.

Illustration with sample numbers — to see the real thing on today's scores, or scan your own above. Free, private to this device.