An independent, data-driven check of your portfolio.

You send your holdings. We analyse them with the same tools behind the Research Terminal and send you a written review with concrete next steps.

What you get

• Allocation & concentration: asset classes, regions, sectors, single positions and hidden overlaps between funds
• Risk: estimated volatility, how deep the portfolio fell in past crashes (2008, 2020, 2022) and how it would behave in a stock–bond sell-off
• Trend status of every holding: which positions are in uptrends, which in persistent downtrends
• Diversification: correlations between your holdings and what is missing (gold, commodities, trend, cash)
• Costs: fund fees and what they cost you over 10–20 years
• 3–5 concrete improvement steps, ranked by impact, plus a comparison with a Defensive / Balanced / Growth model portfolio

How it works

1. Send your data with the form: paste your holdings or upload a broker export or screenshot.
2. Payment link within 24 hours. The review starts after payment.
3. Your written review (PDF) within 5 business days, with one round of follow-up questions by email.

Confidential: your data is used only for this review and deleted on request. The review is general, educational analysis, not personal investment advice or a recommendation to buy or sell. Legal