Is your portfolio working for you?

Add your holdings, pick your risk style, and get an institutional-grade risk report — Sharpe ratios, concentration checks, and a clear verdict with actions.

Your risk style

How much rollercoaster can you stomach? Be honest — this sets your targets.

From your retirement plan — the return your goals assume
What cash/government bonds pay you risk-free
Portfolio value
€0
Holdings
0
Largest position
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Est. return
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Your holdings

Pick the closest type — we fill in typical return, volatility and beta. Tap “advanced” to fine-tune any number.

Name / TickerValueTypeWeight
advanced: edit return / volatility / beta per holding

Risk score

0
out of 10 · —

Where your money sits

Risk vs return — each holding

What the numbers mean

Sharpe ratio — return per unit of risk. Above 0.5 is good, above 1.0 excellent.
Beta — market sensitivity. 1 = moves with the market, below 1 = calmer.
Max drawdown — roughly the worst fall to expect (≈2× volatility). Can you sit through it?
HHI — concentration. Below 0.10 means well spread out.
VaR 95% — in a bad year (1-in-20), you could lose about this much.

Your action plan

Six checks, ranked by what matters

Holding-by-holding flags

What to hold, hedge, trim or replace