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AI Portfolio Analyzer

Describe your investments — AI scores your risk level, grades diversification, maps sector exposure, and recommends rebalancing actions.

Analyze My Portfolio →
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Risk & Diversification Scores

Get a 1-10 risk score and diversification grade — instantly see where your portfolio stands.

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Rebalancing Actions

Specific, prioritized actions — what to increase, reduce, add, or remove to match your goals.

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Return Projections

Conservative, moderate, and aggressive return estimates for 1, 5, and 10-year horizons.

See It In Action

60% VOO, 20% VXUS, 10% BND, 10% AAPL — moderate risk, retirement goal

💼 Retirement
⚖️ Moderate Risk
📅 20+ Years
6/10
Risk Score — Moderate-High
5/10
Diversification — Moderate
Reduce — High Priority
Individual Stock Concentration (AAPL 10%)
Single-stock risk is high. Consider reducing to 3-5% and reallocating to a broader tech ETF like QQQ for sector exposure without company-specific risk.
Increase — Medium Priority
Bond Allocation (BND 10% → 20%)
For a moderate risk tolerance, 10% bonds is light. Increasing to 20% provides better downside protection during market corrections.
Add — Medium Priority
Real Estate Exposure (REITs)
Consider adding 5-8% in VNQ or similar REIT ETF for inflation protection and income diversification beyond stocks and bonds.

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