See How Your Portfolio Is Actually Built
Most investors know what they own. Far fewer know how concentrated it is. Upload your holdings and get a clear, transparent breakdown of how your money is spread across positions and sectors in plain English, in minutes.
Why Wealthive
What You Get
A Clear Read on Your Portfolio's Structure
Six views of how your holdings are arranged, scored where we have the data, described where we don't.
01 — Wealthive Structure Score
A single 0–100 number showing how broadly your portfolio is spread across positions and sectors. It measures structure only, not company quality, returns, or downside risk. We say so on every screen.
02 — Position Spread
See how much of your portfolio sits in your largest holdings. If two names carry most of your money, you'll know the exact figure.
03 — Sector Diversification
See which sectors your holdings cluster in, and which parts of the market you have no exposure to at all.
04 — Your Portfolio Profile
An unscored read on how much of your equity sits in growth-tagged, income-tagged and defensive-tagged sectors plus anything we couldn't classify. Exposure, described. Not a forecast.
05 — Asset Allocation
How your total portfolio splits across equities, funds, fixed income and cash with the equity share always disclosed, so you know what the structure score was calculated on.
06 — Open Methodology
Every pillar shows its formula, its data confidence, and where each price came from. Nothing is hidden behind “our AI decided.”
How It Works
Three Steps to Clarity
Add your portfolio
Enter your holdings manually, or upload a screenshot, statement or spreadsheet.
We run the structural analysis
Your holdings are scored on position spread and sector diversification, then profiled across exposure categories.
Read your report
A clear breakdown you can download as a PDF, with the calculation behind every number.
Your portfolio, x-rayed
A score you can see the working for.
We turn a list of holdings into a clear picture of how your money is arranged and we show you exactly how we got there.
- Position-level concentration
- Sector spread and gaps
- Growth, income and defensive exposure
- Asset allocation across the full portfolio
- The formula behind every score
Structure only. This score does not assess company quality, expected returns, or downside risk.
Social Proof
What Investors Are Saying
Real feedback from early Wealthive users.
“The website gives a useful analysis of the structure of my portfolio. I didn't realise 61% of my portfolio was in just two companies. It also showed me that my sector diversification is limited and helped me understand the themes my portfolio is built around.”
Insight from Moyo's portfolio analysis
This is a real insight from one user's portfolio, not a universal statistic.
“The result is correct and well presented. The ease and simplicity of the website for end users is highly commendable. I also like that the methodology is transparent and reveals the formulas that generated the results.”
“I was able to see the sectors I was highly concentrated in. I also like that it was able to show me how defensive my portfolio is.”
“The developers did a really good job with the website. I went through a few of the main flows and, overall, everything else felt pretty solid. Nice work by the team.”
“Awesome user feel and look. The color blend makes sense for the purpose of the software and gives a calming impression.”
Know How Your Portfolio Is Built
Concentration is the risk most investors miss, because it hides in plain sight. Your first analysis is free.