Know where your portfolio breaks.
Then strengthen it.
Souppe suggests the specific securities that strengthen your portfolio's weak spots and shows the exact impact before you act. Every suggestion is grounded in a deep, 8-dimension analysis of how your holdings behave together.
The Problem
Three reasons portfolios
break in the wrong places.
The industry teaches you how to pick stocks. Nobody teaches you how to build a robust portfolio.
A portfolio that feels calm in good times often breaks in specific places under stress.
Most losses come from weak spots you never saw, in dimensions you never measured.
See What You Get
The one security that
strengthens your portfolio most.
Souppe ranks the securities that fit your portfolio and surfaces the single addition that strengthens it the most, with the projected impact shown before you act. The 8-dimension risk analysis underneath is what makes each suggestion precise.
Souppe ranked every candidate security and surfaced the single addition that strengthens your portfolio the most. It targets your weakest force and lifts your Composite Score from 72 to 79.
- The one security that helps most. Souppe ranks every candidate that fits your portfolio and surfaces the single addition that strengthens it the most.
- The impact, before you commit. Each suggestion shows the projected Composite Score, so you know exactly what it does before you act.
- Reasoning you can follow. Every suggestion names the weakness it closes and the structural force it strengthens.
Includes your full 8-dimension risk profile.
How It Works
Three steps
from holdings to clarity.
Bring your portfolio in
Upload a CSV, paste from a spreadsheet or type the tickers. Start fresh or start with what you already hold. Souppe runs a deep analysis across every risk dimension of your portfolio.
See where it is fragile
Your portfolio appears as a clear picture: where you are strong, where you are exposed and how your holdings behave together when conditions change. The weak spots are named and ranked.
Add what strengthens it most
Souppe ranks every candidate security and surfaces the single addition that most strengthens your portfolio, with the projected Composite Score shown before you act. Add it and the analysis updates instantly. You make every call.
Results
What happens when
you actually look?
We built 6,152 portfolios by applying Souppe's suggestions and measured how they behaved across 26 years of real markets, through every major downturn since 1999.
You lose less when it matters most
The crash that wipes out years of gains is every investor's worst fear. Souppe-guided portfolios lost 21% to 51% less than the S&P 500 during every sustained bear market since 1999.
The dot-com crash wiped out 49% of the S&P 500. Souppe portfolios lost 24% on average. In 2008, the market fell 57% while Souppe portfolios fell 45%. The same pattern held through 2015-16 and 2018. When your holdings protect each other under stress, you keep more of what you have built.
Every suggestion makes it stronger
Each suggestion targets a specific weakness and measurably improves your portfolio's risk profile. The first one helps. The fifth transforms it.
After one suggestion, your portfolio's worst-case loss improves by 4 points. After three, by over 9. After five, by 12. Your portfolio swings less, drops less and recovers from less depth. The improvement stacks with every step.
You understand every suggestion
Souppe shows you exactly what drives your portfolio and why each suggestion makes it stronger. Every suggestion traces to quantifiable data.
You see where you are concentrated, where you are exposed to downside, how liquid your holdings are and how they behave during stress. The more stocks you hold, the deeper Souppe understands your portfolio. When it suggests an addition, you see exactly which gap it closes and why.
The more fragile you are today, the more Souppe helps
Souppe analyses your specific portfolio and targets its exact weak points. The improvement you see depends on where you start.
Single-stock holders see up to 23 percentage points less drawdown. Trend-heavy and concentrated portfolios also improve significantly. The more structural risk in your portfolio, the more Souppe can reduce it.
Validation Study
Real portfolios.
Real results.
We ran Souppe on the actual holdings of 500 institutional fund managers from SEC 13F filings, totalling $1.3 trillion in AUM. Single-fund managers (up to 1 private fund); sole-managed portfolios; AUM at least $0.5B; Souppe suitability at least 70, 2025Q4 filings.
Souppe scores every portfolio across multiple dimensions of risk and names the weak spot. We applied Souppe's top suggestion to each manager's holdings and measured what changed. 11 of 13 risk measures improved with statistical significance (Holm-Bonferroni-corrected p < 0.05). Every portfolio is different. Every answer is different.
Case Studies
Real managers.
Measurably stronger portfolios.
Institutional portfolios pulled from SEC 13F filings. Each card names the manager's weakest dimension and the specific security Souppe suggested. Click any card to read the full analysis.
Who It's For
Built for accredited investors.
Free risk analysis for everyone.
The complete Souppe
Get the exact securities that strengthen your portfolio, whether you invest your own money or manage it for others.
- Ranked suggestions per portfolio. Each targets the biggest weakness, with clear reasoning and quantified impact.
- Professional reports. Client-ready PDFs with risk scoring, market condition analysis and detailed analytics.
- Auditable method. Every suggestion traces to quantifiable data. Grounded in peer-reviewed research.
Start with the free analysis
See your real risk across 8 dimensions and where it breaks. The foundation every suggestion is built on.
- Your real risk, across 8 dimensions. Concentration, downside exposure, liquidity and how your holdings behave under stress.
- Live scores as you adjust. Add a position, change a weight, see the impact before you decide.
Why Trust Us
The method, the person
and the research behind Souppe.
The method
Investors choose what to buy and then track what it does. The middle (how the holdings work together as a system) is where most portfolios are fragile, and where almost nobody looks.
Souppe scores your portfolio across 8 risk dimensions, from 0 to 100. You see where it is strong, where it is fragile and how it behaves when markets move.
Ask for suggestions and Souppe ranks the specific securities that close your biggest gap. Each one shows the projected change in your Composite Score before you commit. You make every call.
The name Souppe reflects our belief: a strong portfolio is a refined composition where each element has a role and strength comes from how they work together. Too much of one element distorts the whole. Too little variety weakens resilience. The craft lies in knowing what to add, in what proportion and for what purpose.
"Investors trust diversification to protect them without ever looking underneath. The result is portfolios that feel diverse but are fragile in specific places. Souppe exists to show investors exactly where those weak spots are and how to strengthen them."
Tom spent over a decade analysing alternative investments for institutional investors across private equity, debt, real estate and infrastructure before gradually shifting toward public markets. The core insight behind Souppe came from that shift: the investment world is full of information, but genuine understanding of what is happening inside a portfolio is a harder problem. Souppe was built on one conviction: diversify only where you have the wisdom to do so.
The research
Souppe uses no artificial intelligence. The entire system is built on statistical analysis: breaking risk into its components, understanding how markets behave across different conditions and measuring portfolio structure. Portfolio risk is quantifiable, and the mathematics that measure it are transparent, reproducible and decades old.
Souppe's methodology is grounded in peer-reviewed academic research spanning decades of financial economics. We test every version of the model across the worst downturns in modern history and publish the results. The best way to earn trust is to show the work.
The Investment Desk runs the same method on a real, funded portfolio in public. Souppe names the weak points and ranks the securities that strengthen them, live as the market moves.
For institutional investors and family offices
A done-for-you portfolio risk audit
Submit your 13F filer name or upload your holdings. We will email a personalized PDF report - 8-dimension risk profile, regime sensitivities and specific suggestions tailored to your holdings - within a few minutes.
Get my free portfolio risk auditGet in Touch
Let's talk
Tell us about your portfolio needs. We schedule a brief call and show you what Souppe can reveal about your risk exposure. If you're an accredited investor, we walk through the accredited experience together.
