InsightInvest
Portfolio Scorecard & Health Check
⚠ Personal opinion · Not financial advice
InsightInvest · Valuation Toolkit

How healthy is
your portfolio?

Add your holdings and each one gets scored across the same five dimensions used in the InsightInvest Valuation Dashboard — quality, moat, profitability, prospects, and valuation. See your overall grade, concentration risks, and exactly where to focus.

Add a Holding
Ticker Symbol
Sector
Allocation (%)
Quality Dimensions

Rate each 1–3. Be honest — this is for your own clarity.

Management QualityStandard
2
Competitive MoatNarrow
2
ProfitabilityProfitable
2
Growth ProspectsNeutral
2
Valuation & Risk
Valuation Status
Risk Level
Op. Margin (%)
ROE (%)
FCF Yield (%)
MoS vs IV (%)
Holdings
0
Portfolio Score
Undervalued
Overvalued
Avg MoS
No holdings yet.
Add your first position using the panel on the left.