Accredited Investor Analysis

Get personalized security suggestions to strengthen your portfolio. Powered by Souppe's model.

Important Disclaimer This section is experimental and for analysis purposes only. The information provided does not constitute investment advice, a recommendation, or a solicitation to buy or sell any securities. Past performance is not indicative of future results. Always consult a qualified financial advisor before making investment decisions.

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Portfolio Positions

Enter your positions or leave empty to get suggestions based solely on your risk group.

Drop a file, click to browse, or paste from clipboard

Excel, CSV, JSON or TSV.

Default country for tickers without suffix:

or enter manually

All amounts must be in the same currency. We'll calculate the portfolio weights from your totals.

Ticker Country Weight %

Risk Group

1 - Lowest risk 7 - Highest risk

New Security Weight %

Suggestions will appear here

Set your risk group, optionally enter portfolio positions, and click "Get Suggestions" to receive personalized security recommendations.

Analyzing your portfolio...

Souppe's model is generating security suggestions...

Current Portfolio

Composite Score

Market Sensitivity by Regime

Regime Capture Ratio