Scan Your Portfolio for Hidden Risks
Enter your stock holdings and instantly see your diversification grade, sector concentration, volatility exposure, and the top risks lurking in your portfolio.
Why portfolio risk analysis matters
Most retail investors unknowingly concentrate their portfolios in a handful of sectors. During sector-specific downturns, this hidden concentration can amplify losses far beyond market averages. A portfolio that looks diversified by stock count may still carry significant risk if all holdings move in the same direction.
What our scanner checks
Our free portfolio risk scanner analyzes your holdings across multiple dimensions: sector allocation balance using GICS classifications, portfolio-level beta for volatility assessment, valuation metrics like average P/E ratio, and income characteristics through dividend yield analysis. The diversification grade (A through F) uses a modified Herfindahl-Hirschman Index to quantify concentration risk, giving you a single, actionable score for your portfolio health.
How to improve your diversification
If your score is below a B, consider adding positions in the “Missing Sectors” identified by the scanner. Defensive sectors like Utilities, Healthcare, and Consumer Staples can reduce overall portfolio beta. For concentrated tech portfolios, adding Financials or Energy exposure provides natural hedging during interest rate cycles. The goal is not equal-weighting every sector, but ensuring no single sector dominates more than 30-40% of your holdings.