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PORTFOLIO SCORE

Explore Portfolio Score

Reveal the strengths and risks in your portfolio.

Understand what drives your returns, where risks overlap, and how different holdings or allocations would have performed.

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Portfolio Overview

This portfolio outperformed its benchmark, but its largest historical fall was 34.1%, compared with 24.5% for S&P 500.

Demo · Everyday Growth5Y · Benchmark S&P 500
PORTFOLIO SCORE
Good
70/100

Overall, the portfolio is ahead of S&P 500 over 5Y, experienced a larger maximum fall than S&P 500 and has some concentration in its largest positions.

  • Return: The portfolio returned 109.1% more than S&P 500 over 5Y.
  • Risk: The largest fall was 34.1%, compared with 24.5% for S&P 500.
  • Diversification: The three largest holdings represent 53.0%, while Technology is the largest sector at 53.0%.

Portfolio Return

Compare portfolio performance against S&P 500 over 5Y.

Date

Score Breakdown

Return

Portfolio return
Sector & Stock Return
Return concentration

The portfolio led in rising-market years, but that advantage did not carry into falling-market years.

Worth checking · Use Drawdown and Correlations to check the cost of that upside exposure before judging the Return Score on its own.

Risk

Sharpe Ratio
Correlations
Drawdown

Returns justified volatility better than the benchmark, but the worst fall was deeper.

Worth checking · Could you remain invested through the recorded 34.1% maximum fall? Examine its recovery path too.

Diversification

Stock balance
Sector balance
Industry balance

The stock count suggests breadth, but Technology still dominates the allocation.

Worth checking · Technology holds 53.0% of the portfolio. Review whether this shared exposure is intentional.

Portfolio Score features

How you use Portfolio Score

Start with your holdings. Follow the arrows to see what you can do next.

01–02 / Enter holdings & understand your results

See what is behind your score.

Which holdings drove your returns—and which risks are less obvious? Enter your stocks and weights or values, then inspect the evidence behind each score.

  • Did your holdings beat their sectors and the benchmark?
  • Did higher returns justify the risk taken?
  • Where is your portfolio more concentrated than it looks?
Included in every plan

Your portfolio analysis

Illustrative example
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Illustrative example — not actual investment performance.

03 / Market trends & monthly updates

Was your return part of a wider market rise?

Put your results in context: compare risk and return with familiar ETFs, then see which sectors led or lagged.

  • Compare returns alongside the volatility behind them.
  • See how sector leadership and valuations changed.
  • Catch up with the monthly market update.
Market analysis included in every plan

Market analysis

Illustrative example
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Illustrative example — not actual investment performance.

03 continued / Market composition over five years

Has the market become more concentrated?

Compare benchmark sector weights five years ago with today to see which parts of the market gained influence.

  • See whether the biggest sectors became more dominant.
  • Put your own sector exposure in context.
Market analysis included in every plan

Five-year market composition · US

Illustrative example
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Illustrative example — not actual investment performance or verified benchmark weights.

04 / Portfolio Compare

Why does one portfolio score higher?

Compare saved portfolios or disclosed investor portfolios, then trace the score gap to differences in returns, risk and allocation.

  • Find the metrics behind the difference—not just the total score.
  • See how holdings and sector exposure differ.
  • Investigate individual holdings in Stock Compare.
Interactive comparison with Investor and Investor Plus

Portfolio Compare

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Fictional user and portfolio figures—not live user results.

05 / Proposed improvements

Could a stronger score hide a trade-off?

Compare four calculated alternatives. See the exact holding and weight changes, alongside what improves and what gets worse.

  • Review the changes together, not as separate tips.
  • Check which scores rise and which fall.
  • Save a proposal separately with an Investor plan.
One set of four proposals with Portfolio Check · repeat tests with Investor plans

Score Proposals

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Illustrative scores and changes—not a calculated proposal or guaranteed improvement.

Optional / From step 05 · Custom scores

Choose how your score is calculated.

Put more weight on what matters to you. Save a custom method with your own category and metric weights.

  • Choose the balance of Return, Risk and Diversification.
  • Adjust weights or swap available metrics.
  • Re-score the same holdings with your chosen method.
Investor · Investor Plus

Return Score Metric Weights

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Interactive method example. These controls do not save a method or recalculate scores.

06 / Test before buying or selling

“What if I bought this?” “What if I sold that?”

Test a different allocation against the same historical data before deciding whether to change anything. These tests do not predict future returns or place trades.

  • Set your instructions and limits in Portfolio Builder.
  • Edit holdings and weights yourself in Portfolio Editor.
  • Keep selected holdings fixed while testing other changes.
Investor · Investor Plus

Test your instructions

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Fictional starting holdings. Preview controls do not place trades, save changes or calculate results.

06 continued / Saved portfolios

What changed since your last review?

Return to saved scores and dated allocation edits to see what changed, then use that record as the starting point for your next review.

  • Inspect earlier scores without rebuilding the portfolio.
  • Track stocks added, removed or reweighted.
  • Test another allocation without overwriting the original.
Ongoing portfolio analysis with Investor and Investor Plus

Your saved portfolio

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Fictional portfolio, scores and edits—not actual investment performance.

Review your portfolio with Portfolio Score.

View the demo to explore the analysis, or compare plans to analyse your own holdings.

View Demo Plans & Pricing