Know where your portfolio breaks.
Then strengthen it.
Most losses come from weak spots you never measured.
Type your holdings. Souppe scores all 8 dimensions and names the one that breaks first.
Free, no sign-up. Built for family offices, funds and accredited investors. Or paste from a spreadsheet — Excel, CSV, JSON or TSV. Weights split what’s left evenly. Click any to set your own.
What We Measure
Eight dimensions
of structural risk.
Each dimension is scored 0 to 100 and the 8 scores combine into one Composite Score, a single read of the portfolio's structural health.
- Position Diversity How much the portfolio depends on its largest holdings.
- Diversification Ratio How much of the holdings' individual risk cancels out when they are combined.
- Sector Diversity How broadly the portfolio spreads across sectors.
- Systematic Coverage How much of the portfolio's behaviour is explained by measurable market forces.
- Downside Exposure How hard the portfolio leans into the market when markets fall.
- Liquidity How easily positions trade at size without moving the price.
- Beta Stability How steady the portfolio's market sensitivity stays as conditions change.
- Tail Coherence Whether holdings fall together in extreme moments or protect each other.
For accredited investors, Souppe ranks the securities that most strengthen the weakest dimension. Each suggestion shows the projected Composite Score change before any action is taken, and the investor makes every call.
How It Works
Three steps
from holdings to clarity.
Bring your portfolio in
Type the tickers, paste from a spreadsheet or upload a CSV. Souppe reads the holdings and runs a deep analysis across every risk dimension.
See where it is fragile
The portfolio appears as a clear picture: where it is strong, where it is exposed and how the 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 addition that strengthens the portfolio most, with the projected Composite Score shown before acting. The ranked additions are the accredited service.
Portfolios built with Souppe's suggestions lost 21% to 51% less than the S&P 500 in every sustained bear market since 1999. These are backtested results with the methodology published in full. See the full validation.
Access
Built for family offices, funds
and accredited investors.
The full 8-dimension read is free and open to everyone. The ranked suggestions are the accredited service.
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.
- Free. The demo above runs the same analysis.
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 the projected Composite Score impact shown before you act.
- Two experimental forms. The accredited web app and Souppe's Studio, a dedicated portfolio workspace.
- Getting in. Access by approval. Pricing is agreed once access is approved. Register, declare accredited status and a person reviews the request.
Why Trust Us
The method and the research
behind Souppe.
The method
The entire system is built on statistical analysis: breaking risk into its components, understanding how markets behave across different conditions and measuring portfolio structure. The mathematics that measure portfolio risk are transparent, reproducible and decades old.
The methodology is grounded in peer-reviewed academic research spanning decades of financial economics. Every version of the model is tested across the worst downturns in modern history and the results are published. The best way to earn trust is to show the work.
The name Souppe reflects a 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.
The research
The research behind the method is public: the portfolio-management research and the Investment Desk, where the same method runs on a real, funded portfolio in public. More of our thinking lives on the Souppe blog.
"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."
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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.