Portfolio Analyzer
PortfoMemo is a portfolio analyzer designed to help you understand how your investments are structured. Instead of just showing charts, it evaluates concentration risk, diversification, and the underlying drivers of your portfolio.
Paste your portfolio and get a clear, structured analysis in seconds.
AAPL 40% MSFT 30% NVDA 30%Try this example
What this portfolio analyzer shows
- ✓Concentration risk across your holdings
- ✓Diversification across sectors and themes
- ✓Overlap between positions
- ✓Downside resilience in different market conditions
- ✓A structured portfolio verdict and score
Why it matters
Most portfolios look diversified on the surface but are driven by a few underlying factors. A portfolio analyzer helps you see what actually drives your returns and where your risks are concentrated.
Frequently asked questions
- What is a portfolio analyzer?
- A portfolio analyzer is a tool that evaluates how your investments are structured. It examines concentration risk, sector exposure, diversification quality, and the underlying drivers of your portfolio's returns.
- How does PortfoMemo analyze concentration risk?
- PortfoMemo calculates position weights, identifies the largest holdings, and evaluates how much of your portfolio depends on a small number of stocks or themes. It flags extreme concentration and single-name risk.
- Is this financial advice?
- No. PortfoMemo is a diagnostic tool for informational purposes only. It describes portfolio characteristics and structural risks but does not recommend trades or allocations.
- What formats does the portfolio analyzer accept?
- You can paste holdings as tickers with percentages (AAPL 20%), dollar values (AAPL $5,000), or share counts with prices (AAPL 10 @ 150). Stock names also work.