Grade a Sample Portfolio
Get an AI review of this fixed sample portfolio: a model-generated letter grade, dimension scores, and commentary grounded in the holdings shown below.
Portfolio
$55,362 · 5 equities + cash
Cost basis
$45,950
Unrealized gain
$9,412 (20.5%)
Tech concentration
38.6%
Allocation
Broad-market ETF · 52.4%Technology · 38.6%Cash · 9.0%
Positions
| Symbol | Sector | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | Broad-market ETF | 40 | $21,700 | 39.2% |
| QQQ | Broad-market ETF | 15 | $7,308 | 13.2% |
| AAPL | Technology | 30 | $6,552 | 11.8% |
| MSFT | Technology | 20 | $8,852 | 16.0% |
| NVDA | Technology | 5 | $5,950 | 10.7% |
| CASH | Cash | 5,000 | $5,000 | 9.0% |
Open the portfolio reviewer →
Explore this engineering work with an existing or invited account. Access is subject to approval.