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.
After the diagnostics are ready, you can leave an email and receive a consolidated PDF with the Portfolio Snapshot, Health Check, Sector Allocation, and Stress Test sections for your portfolio.
How TickerForge checks this
Portfolio diagnostics combine portfolio health, concentration, sector exposure, and stress-test scenarios. The calculation logic is documented in the Portfolio Health Check and Portfolio Stress Test methodology pages.
See an example report: Before importing your own holdings, review a real sample PDF or compare public model portfolios in the Portfolio Diagnostics demo. Download sample PDFOpen Portfolio Diagnostics demo
What this does not tell you: Stress tests are scenarios, not forecasts. TickerForge does not place trades, prevent drawdowns, manage portfolios, or provide personalized financial advice.
This is the action page for the portfolio diagnostics cluster. Add your holdings and cash below to run a free Portfolio Health Check, Portfolio Snapshot, Sector Allocation view, and Stress Test. The output is a risk review and decision-support report, not a guarantee that future drawdowns can be avoided.
Use Workspace Login when you want to return to saved diagnostics, email-linked reports, alert settings, and portfolio workflows after the first analysis. The import page is the fastest starting point; the workspace is where follow-up work continues.
Not ready to enter your own holdings yet? Open the Portfolio Diagnostics demo to inspect public model portfolios first.
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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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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.
CSV and broker-screenshot import remain part of the broader TickerForge workflow, but this page keeps the web UI focused on manual entry so the first diagnostic experience stays clear.
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.
