See where you stand. Understand what you own. Find what needs your attention.
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Start with what you own.
Build your portfolio to see analysis with IQ quality scores, IV fair value gaps, Prism timing signals and a full Portfolio IQ diagnosis.
Your holdings
Performance first. Research when you need it.
Ticker
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Avg Cost
Price
Value
Weight
P&L
IQ
IV Gap
Prism
Sector
How your portfolio fits togetherYour portfolio health, across six dimensions.
Where your money sitsYour allocation and concentration, side by side.
Sector Allocation
Concentration Risk
Risk & resilienceHow your holdings move together, based on available return history.
A closer look at your holdingsBusiness quality meets valuation. Select a group to explore.
Your portfolio reviewThe bigger picture, in plain English.
Portfolio readout
What is working, what needs attention
Start with the strengths. Take a moment with the risks. Then explore the holdings behind them.
Plain English
Strengths
Watch Areas
Review Priorities
Portfolio IQ is an informational portfolio health diagnostic, not personalized financial advice or a recommendation to buy or sell any security.
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Ideas you're keeping an eye on
A place for your next research question, separate from what you own.
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Search above, or tap the star on any stock in Analyze, to track it here with live IQ quality, IV fair-value gaps and Prism timing signals.
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IQ
IV Gap
Prism
Sector
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Adding a ticker you already hold adds to that position - shares add up and the average cost blends across both lots. Use the +/- buttons on a row to adjust later.
Import Portfolio
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Drop a CSV, TSV or XLSX file here, or click to browse
Works with exports from IBKR, Schwab, Fidelity and most brokers
Match your file's columns. We guessed based on the headers - adjust if needed.
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