Private by default
The free check runs in your browser. Holdings are not uploaded, saved, or connected to a brokerage unless you later choose the full Advisor workflow.
Free portfolio check
Enter holdings or import a simple CSV. Prismiva calculates concentration, effective diversification, sector exposure, and the clearest issues locally in your browser.
The free check runs in your browser. Holdings are not uploaded, saved, or connected to a brokerage unless you later choose the full Advisor workflow.
See the largest position, top-three weight, effective number of holdings, sector concentration, and prioritized risks instead of a generic pie chart.
Understand which position or exposure deserves review, then optionally connect a read-only brokerage for current events, tax lots, alerts, and ongoing monitoring.
Questions, answered plainly
No. The free tool calculates in your browser and does not send the entered holdings to Prismiva.
It translates concentration into the number of equally weighted positions that would create a similar concentration level.
No. It is a concentration and diversification screen, not a recommendation to buy or sell a security.