Know Your Portfolio Well

and Sleep Soundly

With Our Insights

AI-Powered Platform Providing in-Depth Insights to Optimize Your Investments

Choose Your Plan

Welcome to Portfolio Doctor

How It Works

Upload Your Portfolio

Quickly add actual or hypothetical portfolios

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Choose Your Benchmark

Select the model portfolio you want to use for comparison

Get Your Instant Report

Access and save your custom report diagnosing ways to improve your portfolio

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Invest Smarter

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Data-Driven Investment Decisions

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Institutional-Grade Analysis

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Time-Saving Portfolio Management

What Can You Achieve With Portfolio Doctor?

Risk vs Reward: Check your portfolio, and begin your free trial now!

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Diagnosis

We analyze your portfolio's historical risk and return to diagnose how it has performed. Get an expert evaluation of your investments' past strengths and weaknesses.

Prognosis

Look into the future with our forward-looking projections. See how your portfolio may perform moving ahead compared to the benchmarks you choose.

Attribution

We identify the underlying drivers of your portfolio's results. Pinpoint which investments are excelling or lagging to understand what's impacting performance.

Remedy

Based on our comprehensive analysis, we provide targeted recommendations to optimize your portfolio. We'll suggest adjustments to align it closer with your risk tolerance and return goals.

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Accessible Portfolio Analysis

At Portfolio Doctor, our mission is to democratize sophisticated portfolio analysis and make it accessible to all investors. For too long, advanced analytics have only been available to institutional investors. We aim to change that through our easy-to-use platform that presents complex portfolio diagnostics in simple, understandable terms. Our goal is to empower ordinary investors to optimize their portfolios just like the pros.

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Delivering Quality You Can Trust

We believe quality portfolio management should be available to everyone, not just financial institutions. At Portfolio Doctor, we use the latest AI modeling and big data analytics to provide unbiased, actionable insights you can trust. Our tools level the playing field, so every investor can make smart investment decisions and take control of their financial future. We strive to make portfolio analysis understandable and accessible to all.

What We Provide

AI-powered in-depth diagnosis of your existing or hypothetical portfolio
Easy-to-understand analysis you can act on to make well-guided decisions
Robo-advisory suggestions regarding the optimal reconfiguration of your portfolio
Market trend and sector trend analysis related to your existing portfolio
Customized portfolio construction and ongoing monitoring guidance and tool [link for detailed description]
Education and training classes and material for both professional and individual investors
Opinions and recommended portfolio

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FAQ

Why Portfolio Analysis is Important

Portfolio analysis is vital for investors to understand how to optimize their portfolio (e.g. diversifications) and work towards achieving their investment goals by assessing risk, analyzing the compositions, and evaluating potential performance, investors can make informed decisions.

Portfolio analysis is akin to an annual medical checkup by a doctor: are all the health metrics still acceptable? Is the body as a whole robust and healthy? What are the risks and weaknesses that must be identified and addressed in order to have a vibrant and wholesome life one or more years ahead?

Unfortunately, sophisticated and easy-to-understand analytical tools have eluded ordinary investor.

Most stock investment advisory websites, however, only focus on “tips” on picking single stocks (an elusive strategy of market timing), ignoring the incremental impact of these selections on the existing portfolio (See for example, https://traderhq.com/.) Quite often, we hear people asking: “Should I buy this stock? At what price should I enter? “The correct way to ask is: “If I add 100 shares of this stock, how will the risk-reward profile of my portfolio.

There is barely a platform for individual investors to diagnose their investment portfolios. Is it worth the effort to form your own portfolio to invest in the benchmark index? This platform is to democratize the portfolio analysis for ordinary investors who prefer to have the whole or partial of their equity portfolio under their full control, rather than leaving it to professional managers.

How Does Portfolio Doctor Differentiate Itself From Other Similar Products and Services in the Market?

Firstly, there are not too many high-quality portfolio analysis tools dedicated to individual investors. Fidelity provides a tool for portfolio analysis for their clients. MorningStar is mostly for institutional investors. These tools, however, only provide basic information about the portfolio and are not granular enough for investors to take action. The chart and table provided may be hard to understand for ordinary investors without intuitive and jargon-free interpretations. Most of all, the analysis is mostly backward-looking, meaning no future performances are forecasted. Our distinctive features and functionalities can be summarized as follows:

i) Not only do we measure the past performance of the portfolio via back testing, but we also provide predictive analysis by applying sophisticated data science approaches and AI technology.
ii) Most portfolio analysis platforms only focus on the portfolio level, we also dissect into the details of composition and identify the determinants of the portfolio performance.
iii) We provide a whole new set of metrics to assess your portfolio against the benchmark and translate the esoteric terminologies into plain English that any layperson can understand.
iv) In addition to providing the check-up for the health of your current or hypothetical portfolio, we also offer suggestions for remedy and optimization.

What Are the Methods Used by Portfolio Doctor to Analyze My Portfolio?

How Are the Overall Portfolio Ranking Scores With a (0-5) Scale Determined? What Are the Most Important Factors to Be Considered?

The scores are based upon a predictive model using a number of different machine learning algorithms, which identifies the “most important features “that consistently impact the predictive results “. The following factors have been identified:
PE vs Growth ratio (PEG), Profit Margin, Price to book ratio (PB), Sharp Ratio, Street Price Target vs Current price gap, Price to sale Ratio (PS), Quick Ratio (measuring short term liquidity of the company)