Know what you own and whether it still fits.
Portfolio Analyzer reviews allocation, concentration, costs, overlap, and drift so investing decisions connect back to goals, risk tolerance, and time horizon.
Performance is not the whole story
A portfolio can be up and still be riskier than you intended. It can hold ten funds and still own the same stocks over and over. It can look diversified in one account while the total household portfolio is concentrated.
Portfolio Analyzer is planned as the diagnostic layer that asks: does this portfolio still match the plan?
- Asset allocation by account and household
- Single-stock and fund concentration
- Sector and style exposure
- Fund fees and overlap
- Drift from target allocation
Portfolio diagnostic model
Review allocation drift, concentration, fee drag, and diversification signals.
Interactive
| Diagnostic | Score | Signal | Read |
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Investify provides educational tools and information only — not financial, tax, or investment advice. Results are estimates. Consult a qualified professional before making decisions.
Diagnostics before decisions
The analyzer is built to help users understand risk, not chase noise.
Allocation check
See stocks, bonds, cash, and other holdings across all connected accounts instead of one brokerage at a time.
Concentration risk
Flag single holdings, sectors, or employer stock exposure that can quietly dominate the plan.
Fee review
Estimate weighted fund costs and surface expensive positions that may deserve a closer look.
Fund overlap
Spot funds that appear diversified separately but hold many of the same underlying companies.
Rebalance drift
Compare current exposure to a target allocation and identify where the portfolio has moved.
Goal fit
Tie the portfolio back to time horizon, risk tolerance, and near-term cash needs.
Designed to make investing calmer
The product is not built around daily performance reactions. It is built around periodic reviews: what changed, what drifted, what got expensive, what became concentrated, and whether the portfolio still matches the user’s goals.
- Quarterly review rhythm
- Plain-English risk flags
- No hot-stock chasing
- Connections to risk tolerance and asset allocation guides
- Educational disclaimers on every diagnostic
Portfolio questions
Does the Portfolio Analyzer pick stocks for me?
No. It is designed as an educational diagnostic that reviews allocation, concentration, fees, and diversification drift. It does not provide personalized investment advice.
What does it analyze?
The planned analyzer reviews asset mix, account location, sector exposure, single-position concentration, fund fees, overlap, and whether the portfolio still matches the user’s risk profile.
How is this different from a brokerage view?
Brokerage screens show holdings and performance. Investify is focused on whether the portfolio still fits the user’s goals, risk tolerance, and time horizon.
Review the portfolio, then make the move.
Start with the asset allocation and diversification guides while Portfolio Analyzer is built.
Investify provides educational tools and information only — not financial, tax, or investment advice. Results are estimates. Consult a qualified professional before making decisions.