Analyze your stock portfolio with AI. Compound OS measures how your capital is actually distributed, then explains the concentration risk, diversification gaps, weak holdings, strengths, and opportunities in clear, plain English.
Free plan includes up to 10 holdings. No brokerage connection required.
Every report starts from deterministic math on your real positions, priced with live market data. The AI interprets those figures — it never invents them.
Every position is weighted against your total portfolio value and scored with a Herfindahl-Hirschman Index, so an oversized bet is impossible to miss.
Your holdings are graded A through F and broken down by sector exposure, showing exactly where you are doubled up and where you have no coverage.
A Low to Very High risk rating with the specific reasons behind it, citing the tickers and weights that actually drive your exposure.
Plain-English commentary on each position, explaining the role it plays and any concentration or risk consideration attached to it.
A portfolio score out of 100 alongside what is working, what is fragile, and practical considerations worth thinking about next.
Positions are priced with real-time quotes and company fundamentals, so the analysis reflects today’s market rather than a stale snapshot.
Most portfolios are assembled one decision at a time. The analyzer shows you what those decisions add up to.
A portfolio can look healthy while three correlated positions quietly drive most of its movement. The analyzer surfaces that math directly.
No formulas, pivot tables, or manual weighting. Upload a CSV or add positions and the calculations run for you.
Every score, grade, and rating comes with the reasoning in plain English, referencing your real tickers instead of generic advice.
Analyses are saved to your account, so you can revisit past reports and see how your risk profile shifts as the market moves.
Import positions from a CSV or enter them manually. Each one is enriched with live prices and sector data automatically.
The analyzer computes your weights, concentration, and sector exposure, then interprets those figures into a written report.
Read your score, risk level, diversification grade, and per-holding notes, then dig deeper with per-symbol stock research.
Want to dig into a single company first? Explore stock research for quotes, fundamentals, and the latest headlines on any symbol.
An AI portfolio analyzer reviews the stocks you own and explains the structure of your portfolio: how concentrated it is, how diversified it is across sectors, which positions carry the most risk, and where the gaps are. Compound OS calculates those figures from your real holdings and live market data, then translates them into plain English.
Your positions are priced with real-time quotes to produce accurate portfolio weights. From those weights Compound OS computes a Herfindahl-Hirschman Index for concentration and aggregates exposure by sector, then produces a risk level, a diversification grade from A to F, and a portfolio score out of 100, each with the reasoning behind it.
No. You can upload a CSV of your holdings or add positions manually. There is no brokerage connection required, and every query is scoped to your own account.
Yes. The Starter plan is free and includes up to 10 holdings with one AI analysis per day. Larger portfolios and more frequent analyses are available on the Pro plan.
No. Compound OS is an educational and informational tool. It does not provide personalized investment advice or recommendations, and it is not a registered investment advisor. Always do your own research or speak with a licensed professional before making investment decisions.
Add your holdings and get a strategist-level read on your concentration, diversification, and risk.
Get started free