Portfolio health check

Is your portfolio as solid as you think?

Paste your holdings. In a minute, every company and ETF is checked against its official accounts: your overall score out of 100 is free, and you'll see how many of your holdings are in the weak zone.

Name, ticker or ISIN, followed by the amount held (optional). Copy your positions from Trade Republic, Degiro or Interactive Brokers, or import your broker's CSV export (any name or ISIN column is recognised). 60 lines at most.

No account needed. Your holdings are only used to compute your check-up; they are never sold or shared.

Questions

Where do the scores come from?
From each company's official annual reports (SEC, ESEF, EDINET, DART…), read and scored with the same method as the rest of the site. The method →
What about my European ETFs?
An S&P 500, MSCI World or Nasdaq 100 ETF listed in Europe is analysed through the US fund that tracks the same index, whose full holdings we read from its SEC filing.
Is this investment advice?
No. The check-up measures the financial health of the companies you hold, from their published accounts. It does not tell you what to buy or sell.
Portfolio health check · Scorvest