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Build your portfolio to see analysis with IQ quality scores, IV fair value gaps, Prism timing signals and a full Portfolio IQ diagnosis.
Ticker
Shares
Avg Cost
Price
Value
Weight
P&L
IQ
IV Gap
Prism
Sector
Portfolio Analysishow your holdings stack up
Sector Allocation
Concentration Risk
Risk Intelligencehow the portfolio behaves, from one year of returns
Action Matrixquality vs valuation, with Prism timing context
Portfolio Reviewplain-English read on your holdings
Strengths
Watch Areas
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Portfolio IQ is an informational portfolio health diagnostic, not personalized financial advice or a recommendation to buy or sell any security.
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Ticker
Price
IQ
IV Gap
Prism
Sector
Add Holding
Adding a ticker you already hold adds to that position - shares add up and the average cost blends across both lots. Use the +/- buttons on a row to adjust later.
Import Portfolio
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Drop a CSV, TSV or XLSX file here, or click to browse
Works with exports from IBKR, Schwab, Fidelity and most brokers
Match your file's columns. We guessed based on the headers - adjust if needed.
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Ticker
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Avg cost
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Blends into your average cost. Leave blank to keep the current average.
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