Prismiva IntelligencePrismiva

Free portfolio check

See where your portfolio is quietly taking too much risk.

Enter holdings or import a simple CSV. Prismiva calculates concentration, effective diversification, sector exposure, and the clearest issues locally in your browser.

01

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.

02

Useful, not decorative

See the largest position, top-three weight, effective number of holdings, sector concentration, and prioritized risks instead of a generic pie chart.

03

A clear next step

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

What to know before you start.

Does Prismiva upload my free Portfolio X-Ray holdings?+

No. The free tool calculates in your browser and does not send the entered holdings to Prismiva.

What is an effective number of holdings?+

It translates concentration into the number of equally weighted positions that would create a similar concentration level.

Is the score investment advice?+

No. It is a concentration and diversification screen, not a recommendation to buy or sell a security.