Portfolio Analysis

Diversification Check

Enter your holdings to see how much they move together, how big the swings are, which sectors they cluster in, and when they all report earnings.

Correlation
Do they move together?
A grid scoring every pair from +1.0 (perfect sync) to −1.0 (perfect opposition). Near 0 is what you want — it means one holding dropping doesn't drag the others with it.
Swings
How big are the moves?
The size of a normal up or down week, in percent and in dollars. Shows which holding drives most of the movement, and how much smaller your swings are because they don't all move at once.
Sectors
Where are you concentrated?
Six stocks in one industry isn't six bets, it's one. This breaks your holdings down by sector, which is usually the reason correlation runs high in the first place.
Earnings
When does news hit?
Weeks where several holdings report within days of each other. This is the one risk correlation can't see, because it's about what's scheduled ahead rather than what already happened.
Your portfolio — 2 to 20 tickers
Premium feature
Portfolio analysis requires premium access. Compare up to 20 holdings across correlation, risk, sector, and earnings views.
Get premium access
01Enter 2 to 20 tickers, separated by commas. Every symbol is checked against live market data before anything runs.
02A year of weekly closing prices is pulled for each holding, plus its sector and its next earnings date.
03Four views are built from that data: pair correlations, swing sizes, sector concentration, and earnings overlap.
04Click any matrix cell for a plain-language breakdown, and switch swings between weekly and yearly.

analyzing portfolio…

Diversification
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Typical swing
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Swing avoided
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Sectors covered
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Correlation matrix
Each cell shows how closely two holdings have moved together over the past year. Click any cell for a full breakdown.
Opposite
Independent
Somewhat linked
Move together
Pairs worth knowing about
The relationships doing the most and least for your diversification
How much this portfolio moves
The size of a normal up or down move, measured from a year of actual price data.
—%
What diversification is doing for you
Your holdings don't all rise and fall at the same time. Here's what that's worth.
Swing size by holding
Sorted from calmest to wildest. The longest bar is the position driving most of your portfolio's movement.
Calm
Active
Wild
Sector breakdown
Holdings in the same sector respond to the same news, which is usually what drives correlation up.
Upcoming earnings
Weeks where several holdings report within days of each other concentrate your risk into a short window.