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Rate My Portfolio

Paste your tickers and weights for an instant AI portfolio analysis — a diversification score, sector concentration and risk read in seconds. Your portfolio's second opinion.

One holding per line: TICKER weight (e.g. AAPL 25). Weights are relative — they don't have to add to 100. No weights? We'll treat them equally.
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Educational content only — not financial advice. This tool is for educational and informational purposes only and does not constitute financial, investment, or tax advice. The quick read is a simplified estimate and may not be suitable for your individual circumstances. Past performance is not indicative of future results. Always consult a qualified financial advisor before making investment decisions. MinMaxDoc is not a registered investment advisor.

Rate My Portfolio — FAQ

Paste your tickers and weights and we compute an instant diversification and risk read: a 0–100 score, your largest single-position and sector concentration, and a weighted-average volatility band. It uses our own market data and runs with no account required.

Yes — completely free and no login. Create a free account to unlock the full tax-aware, correlation-aware optimization with specific buy and sell recommendations.

No. The free analysis is stateless — we don't save the tickers or weights you paste, we create no account, and we write nothing to our database for the quick read. It's a read-only calculation.

The score rewards spreading risk across many holdings and sectors and penalizes concentration — one position above 25%, one sector above 40%, or only a handful of holdings. Higher means risk is more broadly distributed. It's an educational signal, not a recommendation.

The quick read shows a weight-weighted average of each holding's annualized volatility as a rough band. It deliberately ignores how holdings move together. The full analysis behind a free account uses the real covariance matrix for a correlation-aware, tax-aware optimization.

Unknown tickers are flagged as unrated and excluded from the risk math, and the tool tells you what share of your portfolio it analyzed. The rest of your holdings are still scored.