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Analyze Your Portfolio

Understand your portfolio's true risk exposures across 7 dimensions. No sign-up required.

Introduction −

Welcome to Souppe's portfolio analysis. Here you can understand your portfolio's true risk exposures in depth. Use the left pane to insert your portfolio, and see your risk profile on the right.

Souppe reveals how your portfolio interacts with multiple types of systematic risk, so you can see how well it is positioned to endure broad market shocks and changing external conditions. Important: as the portfolio manager, it is your job to apply your judgment, wisdom and skill in researching and selecting the securities to which you want idiosyncratic exposure. While Souppe shows you where systematic risks lie, you retain full control over your idiosyncratic risk exposure and your pursuit of alpha.

Portfolio Positions

Enter your positions with their portfolio weights or dollar amounts. Select the market where each ticker is listed. We'll score your portfolio across 7 risk dimensions.

Drop a file, click to browse, or paste from clipboard
Excel, CSV, JSON or TSV. You can also copy a table from your brokerage or spreadsheet and paste it here (Ctrl+V / Cmd+V).
or enter manually
All amounts must be in the same currency. We'll calculate the portfolio weights from your totals.

Portfolio History

Analysis Output

A composite risk score from 0 to 100, plus individual scores across 7 dimensions:

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

Enter your portfolio's positions and click Analyze Risks.

Analyzing your portfolio...
Running deep risk analysis across 7 dimensions. This typically takes up to 10 seconds.

Risk Profile

Composite Score
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