Invest Better

Free portfolio risk audit

Souppe measures 8 dimensions of risk on your equity portfolio and surfaces specific securities that improve its structure. We will email a personalized PDF report within a few minutes.

Submit your 13F filer name (or upload a CSV of your holdings) and tell us where to send the report. We analyze concentration, regime resilience, tail coherence and systematic coverage, then surface targeted suggestions that strengthen the weakest dimensions. The portfolio risk audit arrives as a single PDF.

13F manager data powered by

    Suggestions come from SEC EDGAR 13F filers. Select a match or type a CIK directly (e.g. 0001656456).

    or paste below

    Required columns: country, ticker, weight. Optional column: date (YYYY-MM-DD, when the position was established or last sized). Tickers use SYMBOL.EXCHANGE format (e.g. AAPL.US). Columns can be separated by comma, tab, semicolon or space. Weights can be fractions (0.05), percentages (5), or dollar amounts ($50,000) - we auto-scale them. First row may be a header.

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

    Type a ticker and choose a suggestion, then pick the market it trades in. Enter weights as percentages, or switch to Amount for dollar values - we scale them to your full portfolio.