StockDashes

Most investors who pick their own stocks have a view of where the world is heading: the AI build-out, higher-for-longer rates, a K-shaped economy. But no portfolio tracker tells you whether your holdings actually fit that view. StockDashes is an AI portfolio analyzer that does exactly that. Import your holdings with your broker's export file from Fidelity, Charles Schwab, Robinhood, E*TRADE, Vanguard, Interactive Brokers or Trading 212, with no broker login needed. Choose the investment themes you believe in, or describe your worldview in your own words. StockDashes then rates your whole portfolio from 0 to 100: 60% fit with your worldview, 20% diversification and 20% volatility. Every part shows the holdings and figures behind it, and each holding is marked as benefiting from, hurt by, mixed or neutral on your themes. Then it finds the stocks that fit each theme, so you can see what to research next. Reports in US dollars or euros. Free account.