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Your portfolio

Start tracking

Track every holding, see real-time health, DNA alignment and what changed — like having a personal portfolio coach.

Personalize this page — build your Investor DNA

Demo preview

What your portfolio dashboard will look like

Portfolio Intelligence

Diversification, opportunity quality, risk concentration, earnings exposure, and sector balance — scored continuously and explained in plain English.

Portfolio health

78/100

Good · room to optimize

Sample allocation

Technology 52%
Consumer 18%
Healthcare 12%
Financials 10%
Energy 8%

Strengths

•Strong AI & semiconductor exposure aligns with current leadership
•High average confidence score (87) across holdings
•Healthy diversification across 5 sectors

Risks

•Overweight technology (52% of portfolio)
•Concentration risk — NVDA is 28% of total
•Three earnings prints scheduled within 14 days

Recommended actions

•Trim NVDA exposure to ~18% to reduce single-name risk
•Add healthcare or staples for ballast
•Consider a hedge ahead of upcoming earnings cluster

DNA alignment (example)

91% match with a Growth Investor profile — strong risk and sector alignment.

Risk · AlignedSector · AlignedHorizon · Aligned

Add your first position

The dashboard above is a demo. Add your real holdings — or import in seconds from a brokerage screenshot or CSV — and GoldenView analyzes health, sector mix, risk, and DNA alignment against your live tickers.

Import portfolio Or enter manually

Live valuation & today's gain/loss
AI portfolio health score
DNA alignment & weekly insights