Discover What's Really Happening Inside Your Portfolio
Get an AI-powered portfolio diagnosis in minutes. Understand your risks, strengths, weaknesses, and opportunities before making your next investment decision.
What You Get
A Complete Portfolio Diagnosis
Six powerful analyses that give you a 360° view of your investments — in plain English you can act on.
Portfolio Health Score
A clear 0–100 score that tells you exactly how healthy your portfolio is — at a glance.
Risk Assessment
Identify hidden risks, concentration dangers, and volatility exposure before they cost you.
Diversification Analysis
See how spread out (or clustered) your investments are across sectors and asset classes.
Growth Potential Analysis
Discover which holdings are positioned for growth and which may be holding you back.
Income Portfolio Analysis
Evaluate dividend yield, payout consistency, and income stability across your holdings.
AI Recommendations
Get personalized, actionable suggestions tailored to your goals and risk tolerance.
How It Works
Three Steps to Clarity
Upload or connect your portfolio
Enter your holdings manually, upload a broker statement, or link your brokerage account securely.
AI runs the full diagnosis
Our engine scores your portfolio across health, risk, diversification, growth, income, and more.
Get your actionable report
Receive a clear diagnosis with specific recommendations you can implement right away.
Your portfolio, x-rayed
A health score you can actually act on.
We translate raw market data into a clear, honest diagnosis — so you know exactly where you stand and what to do next.
- Diversification & concentration analysis
- Sector & risk distribution
- Volatility-adjusted return scoring
- Personalized rebalancing actions
Social Proof
Trusted by Thousands of Investors
Real results from real investors who discovered what was really happening inside their portfolios.
“I finally understood why my portfolio was underperforming. The diagnosis was spot on and the recommendations were easy to act on. My health score went from 42 to 78 in two months.”
“Wealthive helped me identify concentration risks I didn't even know I had. Saved me from a major loss during the market dip. The risk assessment alone is worth it.”
“The income analysis showed me my dividend yield was actually declining across 60% of my holdings. Rebalanced in a week using the AI recommendations and I'm already seeing better returns.”
Ready to See What's Really in Your Portfolio?
Join thousands of investors who use Wealthive to invest smarter. Your first diagnosis is completely free.