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Portfolio health scoring

A composite grade for your portfolio plus severity-coded warnings on concentration, valuation, risk, and quality.

Each holding contributes to a weighted factor score, so the grade reflects the portfolio as a whole — not a single stock pulled out of context.

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What it covers

What this capability surfaces

A grounded list of the features and outputs the matching workspace surface delivers today. Each row below maps directly to the corresponding element of the live product — nothing is aspirational or invented.

Illustrative Capability View
  1. 01
    Composite health grade

    Letter grade (A through F) with an overall 0–100 score.

  2. 02
    Severity warnings

    High / medium / low severity covering concentration, valuation, risk, and quality.

  3. 03
    Strengths list

    Enumerated list of identified portfolio strengths.

  4. 04
    Factor exposure

    Per-factor view across all holdings, with each factor shown as a letter grade.

  5. 05
    Sector breakdown

    Sector concentration breakdown showing each sector's weight within the portfolio.

How it works

Inputs, analysis, outputs

A high-level description of how the capability goes from raw inputs to the outputs you see inside the workspace.

  1. 01Step 1

    Inputs

    The active portfolio's holdings, quantities, and the live factor grades for each ticker.

  2. 02Step 2

    Analysis

    Holdings are weighted by notional size, rolled up into per-factor averages, and screened for sector and position concentration above configurable thresholds.

  3. 03Step 3

    Outputs

    A composite grade, severity-coded warnings, a strengths list, a per-factor exposure panel, and a sector concentration view.

Illustrative Workspace View

See it in the workspace

Composite health grade, multi-factor exposure breakdown, concentration risk warnings, and sector allocation in the Vantage Portfolio Health workspace.

Portfolio health scoring

Illustrative workspace preview
Vantage Portfolio Health workspace showing composite health grade 84 B+, factor exposure radar, concentration warnings, and sector weights.

Illustrative workspace view. Data and labels are shown for demonstration and research context only.

Example outputs

What a typical result looks like

Illustrative examples showing the kind of labels and values the workspace surface produces. Numbers shown are placeholders, not live recommendations.

  • IllustrativeComposite gradeLetter grade · 0–100 score
  • IllustrativeWarningsHigh / Medium / Low severity
  • IllustrativeStrengthsEnumerated list
  • IllustrativeFactor exposurePer-factor letter grades across holdings
  • IllustrativeSector concentrationPer-sector weight within the portfolio

Example values shown above are illustrative. The workspace always displays real values where the underlying data source is available.

ILLUSTRATIVE WORKSPACE SNAPSHOT

Illustrative portfolio health view

Overall profile with an exposure panel across the four risk dimensions.

Overall profile

Qualitative state for the illustrative portfolio as a whole.

  • Profile stateBalanced · Concentrated · Diversified

Exposure panels

Qualitative bands across the four exposure dimensions for the illustrative portfolio.

  • ConcentrationModerate
  • Sector mixMixed
  • Factor mixBalanced
  • Downside contextLower relative reading

Illustrative research context only. It is not personalized investment advice, a recommendation, a price target, or a guarantee of future results.

This is an illustrative portfolio view, not your portfolio. Always combine with your own holdings and time horizon.

Use it responsibly

Limitations and responsible-use disclosures

  • Portfolio Health is a snapshot, not a forecast. Scores change as holdings or factor inputs change.
  • Warnings highlight areas to review; they are not automatic instructions to sell. Always consider your time horizon and tax position before changing exposure.
  • A higher composite grade does not imply positive future returns. Markets involve risk and losses are possible.

This product provides information and research tools and does not provide personalized investment advice. Markets involve risk and losses are possible. You are responsible for your own investment decisions and the associated risk. Independently review any data, AI output, or rating before acting on it.

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