Finally, an honest checkup for your portfolio.
We score your fees, concentration, and idle cash, then price each problem in dollars.
Free. About two minutes. Read-only. We can’t touch your money.
One fund needs attention.
Fees eat 38% of this fund's gains
$18,400 earning 0.1% while T-bills pay 4.2%
A big bet riding on one company
Fine. Leave it alone.
Fees. Concentration. Idle cash.
A 0.64% fee on an $82,400 fund.
38% of this example portfolio rides on one stock, counting shares inside its funds.
$18,400 parked at 0.1% while T-bills pay 4.2%.
We do not do retirement planning. This is a checkup of the portfolio you already have.
1% sounds like nothing.
Over 30 years, that nothing can cost you $424,848.
to start, added monthly, yearly returns, and a fund fee.
A checkup, not a consultation.
01
Upload a statement
Any brokerage PDF, or enter holdings by hand.
02
Every holding scored
Checked for fees, concentration, and idle cash.
03
Fixes ranked by dollars
Biggest leak first.
Most famous funds didn’t earn their fees.
After 37 years running money, our co-founder Frank checked. Against simple, risk-matched portfolios, the typical famous fund added about nothing across 20 years.
Start free. Stay for the household.
Plus
- Unlimited accounts
- Whole household, one score
- Rescored whenever accounts change
Your portfolio is probably ok. Probably.
Find out in two minutes.
Free for your first account. Read-only, always.