Enter your holdings and get an instant, color-coded portfolio health report — sector allocation, concentration risk, cash positioning, and an Options Readiness score. Completely free. No account required.
Three steps. No signup. Instant results.
Type, paste, or upload a CSV of your current portfolio positions.
Our engine analyzes sector balance, risk concentration, and options readiness.
Receive a color-coded PDF report with actionable insights and your overall grade.
Four pillars of portfolio health, scored and color-coded.
Are you diversified across market sectors, or overweight in one area? We map every holding to its sector and measure balance against healthy benchmarks.
How much of your portfolio rides on a single position? We identify outsized bets that could disproportionately impact your overall performance.
Is your cash allocation appropriate for current market volatility? We compare your cash positioning against a VIX-based model to flag over-exposure.
What percentage of your holdings are options-eligible and wheel-ready? We score your portfolio's income-generation potential using the Wheel Strategy.
Every analysis generates a clear, actionable scorecard.
Your portfolio data is never saved, stored, or accessible to anyone. Analysis runs in your session only. Close the tab, and it's gone. Your financial information stays yours — always.
FreePortfolioRating.com is an automated educational tool, not a financial advisor. All reports are generated algorithmically for informational purposes. No personalized investment advice is provided.