Get suggestions

Accredited Investor Analysis

The complete Souppe: ranked security suggestions that strengthen your portfolio, each built on the full 8-dimension analysis. Powered by Souppe's model.

Important Disclaimer For analysis purposes only. The information provided does not constitute investment advice, a recommendation, or a solicitation to buy or sell any securities. Past performance is not indicative of future results. Always consult a qualified financial advisor before making investment decisions.
or
← Go back
Souppe applied to a real, funded portfolio on the Investment Desk
Souppe on real money See the live Investment Desk

Tom's own portfolio, analyzed with Souppe.

· Soupper
Introduction −

Welcome, Soupper. This is your accredited workspace for seeing risk clearly, evaluating alternatives, and making more deliberate portfolio decisions.

This page works in two stages. The top half is your planning sandbox where you build a portfolio, analyze its risk profile and refine it with Souppe's suggestions. The bottom half is the tracker where you commit the plan to a paper portfolio and follow its real market performance over time. When you change positions in the sandbox, click "Sync to Tracker" to apply those changes as trades.

Souppe strengthens your portfolio's logic by helping you understand how it interacts with multiple types of systematic risk, so it is better positioned to endure broad market shocks and changing external conditions. Important: as the portfolio manager, it is your job to apply your wisdom and skill in researching and selecting the securities to which you want idiosyncratic exposure. While Souppe helps you identify and manage systematic risk, you retain full control over your idiosyncratic risk exposure and your pursuit of alpha.

Portfolio Positions

Enter your positions or leave empty to get suggestions based solely on your risk group. Position changes for saved portfolios are marked with color.

drag or paste portfolio
Drop a file, click to browse, or paste from clipboard
Excel, CSV, JSON or TSV.
or enter manually
All amounts must be in the same currency. We'll calculate the portfolio weights from your totals.

You set each position's weight manually.

choose your risk preference
Risk Group iChoose your preferred risk group. 1 is the lowest risk (most conservative), 7 is the highest risk (most aggressive). Souppe uses this to tailor security suggestions that match your risk tolerance.
1 - Lowest risk 7 - Highest risk
choose your direction preference
Direction Preference iChoose what kind of suggestions you prefer. Crash-Resistant tilt leans toward stress protection at the cost of some upside. Balanced is the standard recovery + crash-resistant balance. Growth tilt leans toward upside, accepting higher stress exposure.
set weight and markets
Markets iWhich country markets to search for suggestions. Auto-selected when you add positions. Your portfolio is always fully analyzed regardless.

Portfolio History

Portfolio auto-saves every action

Analysis Output

Analyze Risks scores your portfolio across 8 risk dimensions, from 0 to 100:

Position Diversity Diversification Ratio Sector Diversity Systematic Coverage Downside Exposure Liquidity Beta Stability Tail Coherence

Get Suggestions runs Souppe's model to suggest securities that improve your portfolio's systematic risk profile, tailored to your chosen risk group.

Enter your portfolio positions and click either button to get started.

Analyzing your portfolio...
Running deep risk analysis across 8 dimensions. This typically takes up to 10 seconds.

Analysis Output

Composite Score
-
-
    -