Enter your stock holdings and free cash to see how TickerForge reads the portfolio as a system. The analyzer resolves either a ticker or a company name, applies the latest available daily market price, and builds an in-memory portfolio for analysis. It does not place trades, connect to a broker, or save a public balance.
TickerForge
Portfolio Analyzer
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Build a portfolio snapshot
Enter your holdings. See the risk underneath.
Add stocks by ticker or company name, include free cash, then run the same Portfolio Diagnostics used by TickerForge model portfolios.
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Add your first holding to get startedUse a ticker such as AAPL or a company name such as Microsoft.
CSV or broker screenshot importDrop-zone support for CSV and IBKR screenshots is the next import step.
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Read the reports
What Your Portfolio Diagnostics Mean
Start with the Snapshot, then use the deeper reports to understand why a number is high or low. Each result describes portfolio structure, not a prediction or a personalized buy or sell instruction.
01
Portfolio Snapshot
A one-screen summary of quality, exposure, concentration, and downside sensitivity.
Scores
Overall combines the portfolio's weighted TickerForge and Piotroski results after structural caps. Higher is healthier: 80-100 strong, 60-79 needs review, and below 60 fragile.
TickerForge Score summarizes business and valuation quality. Piotroski emphasizes accounting strength. Read the TickerForge Score methodology.
Exposure
Net liquidity is cash plus signed position value. Gross exposure counts the absolute size of every position. Example: $10K equity with $15K gross exposure is leveraged; a large cash percentage reduces market sensitivity.
Concentration
Top Position and Top Sector reveal single points of failure. As practical review levels, inspect a stock above 25% or a sector above 30%. These are warning thresholds, not automatic sell rules.
Stress Scenario
Expected Drawdown estimates the portfolio response to the selected S&P 500 shock. A -10% market shock producing -20% portfolio drawdown indicates roughly twice the downside sensitivity of the benchmark.
Diagnostics
Risk Profile summarizes the strongest structural warning. "Financial distress risk detected" means at least one holding has an elevated balance-sheet distress signal; it does not mean bankruptcy is certain.
02
Portfolio Health Check
A deduction-based audit of diversification, business quality, risk, cash, and leverage. See the complete methodology.
Health Scores
The Health Score begins at 100 and loses points for structural weaknesses. Risk Level is derived from position and sector concentration, high-risk holdings, and the weighted Fundamental Risk Score.
Exposure
Compare net liquidation with gross exposure. Gross exposure above net liquidation signals leverage. Cash can cushion shocks, although very high cash may reduce capital efficiency.
Concentration
Max Position and Max Sector show where portfolio outcomes depend on one company or one economic theme. More tickers do not help if they all belong to the same sector.
Quality Lens
Average TickerForge and Piotroski values are position-weighted. A large weak holding therefore matters more than a tiny weak holding.
Risk Metrics & Diagnostics
Market Risk (Beta) estimates price sensitivity: near 1.0 resembles the market, below 1.0 is usually calmer, and above 1.3 is more aggressive. Fundamental Risk Score runs in the opposite direction: lower is better; below 35 is generally lower risk, 35-49 needs review, and 50+ is elevated. See the Risk Score methodology.
03
Sector Allocation
Shows whether diversification exists across economic drivers, with cash kept visible.
Exposure
Cash appears separately from invested sectors. This prevents a portfolio with a large reserve from being presented as 100% invested.
Sector Concentration
A top sector above 30% deserves review. Cyclical Tilt measures exposure to areas that usually react more strongly to economic expansion and contraction: below 40% is lower, 40-54% moderate, and 55%+ high.
Allocation Chart
Use the chart to find hidden clusters. For example, software, semiconductors, and internet stocks may look different by ticker but still create one Technology bet.
The engine applies the selected S&P 500 move to every position using its beta, direction, and size. Cash does not move. Test both falling and rising markets, especially when the portfolio contains short positions.
Impact Summary
Net Impact combines estimated long losses and short hedge effects. Margin Utilization and Required Equity matter mainly for leveraged books; a deficit is a warning that the simulated move may breach the model's maintenance assumption.
Top Position Impacts
These are the holdings contributing most to the simulated gain or loss. They are the first positions to review when one scenario dominates the whole portfolio.
This first version supports long stock positions and USD cash. Add a holding by entering a ticker such as MSFT or a company name such as Microsoft, set the number of shares, and select Add. You can remove individual positions or reset the full input before analysis.
The CSV and broker-screenshot drop area is included as a placeholder for the next import step. It will connect the existing Telegram import workflow for CSV and IBKR screenshots without asking for a separate starting portfolio size: the imported positions plus free cash already define the portfolio.
The web analyzer keeps the editable holding list in your browser. When you select Analyze Portfolio, it sends only the ticker quantities and cash required to calculate the reports. The backend resolves current company data, sector, beta, business scores, and risk attributes, then returns the four diagnostic payloads directly to the page.
