Diagnose portfolio risk before you rebalance.

Portfolio MRI turns current holdings into stress-tested decision evidence before any alternative is considered.

Current portfolio first•Stress-tested evidence•Candidate tests, not orders

Too many tickers. Too little diagnosis.

Many investors hold a collection of ETFs, funds, stocks, and cash and call it a portfolio. But a list of products does not explain concentration, interaction, stress behavior, or what would make a change worth testing.

No clear allocation logic

No view of hidden concentration

No stress evidence before changing

No framework to defend a decision

The result: portfolios built on narrative, not evidence. Portfolio MRI gives the current portfolio a structured diagnostic chain before any alternative is considered.

How it works

From raw holdings to a defensible decision path.

The platform is not a dashboard wall. It is a guided sequence from input to diagnosis, evidence, one testable hypothesis, comparison, verdict, and report.

Input

Enter the portfolio as it stands today: tickers, weights, currency, and cash.

Diagnosis

Diagnose exposures, concentration, risk contributors, and structural weak points in the current portfolio.

Stress Lab

Replay stress scenarios and identify what hurts, what helps, and where protection is missing.

Client Fit

Compare the evidence against the stated profile without turning it into suitability approval.

Verdict

Test one candidate hypothesis and get a grounded, non-binding decision-support verdict.

One system. One evidence chain.

Diagnosis architecture, not an optimizer cockpit.

Portfolio MRI connects diagnosis evidence, stress behavior, Client Fit context, candidate testing, comparison, verdict, and grounded commentary into one portfolio-first workflow.

Portfolio Diagnosis

Composition, factor sensitivity, hidden exposure, risk budget, and weakness map.

Stress Test Lab

Synthetic and historical pressure tests with helped/hurt evidence and hedge-gap context.

Problem Classification

Turns evidence into a diagnosis before any candidate portfolio is tested.

Candidate Launchpad

Suggests one diagnostic test path from the actual problem, not from generic optimization.

Current vs Candidate

Shows what improves, what worsens, what is neutral, and what remains unclear.

Grounded Report

Client-ready commentary tied to run-local evidence and explicit limitations.

Built for precision.

Current first

Diagnosis begins with the existing portfolio.

1 path

One hypothesis is tested at a time.

Run-local

Evidence is tied to the active review chain.

Non-binding

Verdict frames support, not orders.

Every screen is designed to answer a decision question: what did we receive, what is the diagnosis, what evidence supports it, what hypothesis is being tested, what changed, and whether the evidence is strong enough for a non-binding verdict.

The product keeps generated artifacts, stale runs, legacy optimizer outputs, and technical diagnostics separated from the current user-facing decision path.

Ready to inspect your portfolio...

Open the decision room.

Sign in, answer the short setup questions, then enter your tickers and weights. The system starts with diagnosis, not a trade instruction.

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