Free portfolio review: frequently asked questions
Is my portfolio diversified?
The roast measures it instead of guessing. It computes how much your largest holding and your top three weigh, how many positions really drive the result, and how the mix splits by sector and region. The red flags section says where you are overexposed.
Is the free portfolio review really free?
Yes. Every account includes a pool of AI analyses, and a roast runs on that pool: no card, no subscription, no brokerage login. You enter holdings as percentages or import a statement.
What does the roast check?
Allocation by asset class, sector and region, concentration, idle cash, and how the mix fits the goal you state. A legendary investor persona then delivers a verdict with a score out of 10. It is an educational analysis, not investment advice.