Add positions manually or paste your existing tracker. InvestmentLens builds a live map of your portfolio — sector, country, currency, asset class — then keeps analyzing it as you evolve.
Portfolio Intelligence is built around the questions serious investors ask about their book — not the vanity metrics brokerage apps prefer.
Any ticker. Any asset type. Any currency. Track quantity, cost basis, and purchase date.
A single composite score combining diversification, concentration, volatility, and coverage.
See how much you actually own in each sector — including passthrough exposure inside funds.
Understand geographic concentration and currency risk in one view.
Cost basis, unrealized P&L, and performance broken down per position and per bucket.
Compare portfolio behavior against a benchmark you choose. See how you deviate and why.
Log thesis, doubts, and edits. Every position becomes a mini research file that never gets lost.
Diversification ideas, questions to research, potential blind spots — surfaced automatically.
Because life doesn't fit one investing style.
The compounding book — index funds, dividend equities, quality growth. Managed with patience.
AI, semiconductors, defense, renewables — themes you want to track separately from your core.
Higher-conviction, higher-risk positions kept in their own sleeve so they don't contaminate core analysis.
Tax-advantaged account with a different asset allocation and time horizon.
Shared holdings managed with someone else. Keep the accounting clean.
What you are studying but do not own yet. Analyzed with a different lens.
health = round(0.6 × diversification + 0.4 × (100 - risk))
Diversification rewards breadth: more positions, more sectors, more asset classes, more countries. Risk penalizes concentration and volatile asset classes. The health score is the weighted blend, expressed on a 0-100 scale.
A 90 is not "better than 70" in every context. A concentrated bet on a business you deeply understand may be entirely reasonable — the score will still be low because it is measuring diversification, not conviction. Interpret it as: "here is what my book looks like from a diversification-and-risk perspective", then decide whether that matches your intent.
The AI will happily walk you through what would move the number up or down, and whether that would actually make you a better investor.
For each holding you track:
Search-friendly identifiers so the position surfaces immediately in global search.
Stock, ETF, mutual fund, bond, REIT, crypto, commodity, cash — used to shape AI reasoning.
The AI uses these to compute sector concentration and to compare against peers.
Feeds geographic exposure and currency-risk analysis.
Cost basis, cost per share, and running P&L when a current price is entered.
Your thesis, doubts, follow-up research — kept alongside the numbers, never lost.