- SCREEN
- Dashboard → Portfolio Health
- METRIC
- All four components
- PLAN
- Investor
Checked against the app on 26 September 2026
The portfolio health score is a weighted blend of four measures chosen by your investor persona. A Seedling's are position balance (30%), diversification (28%), sector coverage (24%) and a quality floor (18%); a Fortress Builder's lean on dividend safety and yield instead. Each measure scores 0–100, the blend is rounded, and the result gets a band: Strong from 82, Stable from 68, Watchlist from 50, and At risk below that.
Read it from the measures up. Each card in the widget shows a measure's score, its weight and a line on what drove it — the largest exposure, the sectors represented, the ones missing. The measure moving your score most isn't necessarily the lowest: it's the one whose gap to 100, multiplied by its weight, is largest. And the score describes how the portfolio is built, not whether it's right for you — two personas read the same holdings differently.
The explorer below uses the widget's own weights and bands for each persona.
DO IT IN THE APP
0 of 5 done- Add Portfolio Health to your dashboard. Open your dashboard →
- Note the band and the score, then the four measure cards beneath, each with its % weight.
- For each card, multiply its gap to 100 by its weight. The largest result is the measure moving your score most.
- Read that card's line of detail — the largest exposure, or the missing sectors — and check it on an Pie Chart of the value of your stock portfolio, sliced by holding or sector.
- Your persona picks the four measures. Change it in Settings only if it no longer describes you, not to change the score.
Educational content only. It is not personal financial advice.