Your portfolio is rated from 0 to 1000 based on how well it meets your goals for return, safety, and income potential.

Powered by forward looking fundamentals, historical insights, technical indicators, and allocation weights of your holdings, portfolio hScores make it easy to analyze, optimize and improve your portfolio, saving time and enhancing decision quality

Compare your portfolio’s hScore to the S&P 500 to see how you’re positioned relative to the market.

As stock and ETF prices fluctuate, get unbiased portfolio improvement suggestions with exact buy/sell amounts to capture new opportunities.

Your optimal portfolio is built using your custom preferences, respecting sector and holding limits, minimizing taxes, protecting against downside, meeting dividend targets, and more.

When you want to sell a holding, AI suggests the best replacements to maximize upside while keeping your portfolio aligned with your goals and risk limits.

When you want to buy a particular stock, AI shows you which holdings to sell to free up cash, keeping your portfolio aligned with your goals and risk limits.

If you deposit more cash in the account, let AI tell you best stocks to buy using that cash. If you want to withdraw cash from your account, let AI tell you worst hodlings to sell to generate that cash. All suggestion are made while staying within your specified risk limits.

As stock and ETF prices fluctuate, get unbiased portfolio improvement suggestions with exact buy/sell amounts to capture new opportunities.

Your optimal portfolio is built using your custom preferences, respecting sector and holding limits, minimizing taxes, protecting against downside, meeting dividend targets, and more.

Selling decisions are hard. Let AI suggest when to exit low potential holdings and reallocate into stronger opportunities, free from emotional bias.

Quickly identify which stocks or ETFs are dragging down your portfolio’s potential and get impactful replacement suggestions to strengthen its positioning.

Simulate a market selloff (for example, an S&P 500 drop of 15%) to see how much your portfolio could lose. Then adjust proactively to improve its positioning.

Supplementary portfolio scores like the Return Score estimate your upside potential, while the Safety Score gauges downside protection. Together, they help you stay balanced in any market environment