Portfolio Review Writer
Write structured monthly, quarterly, or annual portfolio reviews with performance analysis and next-period plans.
This is an AI tool. The text you enter is sent to our AI service to generate your result. Our own server doesn't store it or use it for training; if it's down, a backup AI provider may handle it. How we handle your input
How to Use Portfolio Review Writer
- 1Paste your holdings and performance data.
- 2Set the review period: Monthly, Quarterly, Annual or Year-to-Date.
- 3Pick the portfolio type — Growth / Aggressive, Balanced / Moderate, Income / Dividend, or Active Trading Account.
- 4Click 'Write Portfolio Review'.
- 5You get holdings and sector allocation, top performers and underperformers with reasons, positions opened and closed, a diversification and risk assessment, and a thesis review.
Frequently Asked Questions
What is the thesis review section for?
Asking, position by position, whether the reason you bought something still holds. It is the most valuable habit in portfolio management and the least practised, because reviewing a losing position properly means confronting the possibility of having been wrong.
Does it calculate returns?
No. It works from figures you supply and performs no arithmetic you should rely on. Calculate performance in your broker's reporting or a spreadsheet and paste the results in.
Will it tell me what to buy or sell?
No, and any output that reads like a recommendation should be treated as writing rather than advice. It structures a review of decisions you have already made.
How useful is the diversification assessment?
As a prompt. It can note that your holdings cluster in a sector, which people genuinely miss when positions are added one at a time. It cannot assess correlation properly or model portfolio risk, so treat it as a question to investigate.
Is this financial advice?
No. Nothing on this site is financial advice and none of it is personalised to your circumstances. Consider advice from a regulated professional; investments can fall as well as rise.
About Portfolio Review Writer
The Portfolio Review Writer produces a structured periodic review from your holdings and performance data: allocation, best and worst performers with reasons, changes made during the period, diversification and risk, and a thesis review.
The thesis review is the section that justifies doing this at all. Positions accumulate, and the reason each one was bought fades. Asking explicitly whether the original case still holds — particularly for something down thirty percent, where the honest answer is uncomfortable — is the discipline that separates a reviewed portfolio from a collected one.
The concentration prompt is the other genuinely useful output. Portfolios drift towards a sector or a theme when positions are added one at a time, and it is very hard to see from inside. Being asked about it is worth more than the assessment itself, which cannot model correlation properly.
It calculates nothing — supply performance figures from your broker or a spreadsheet. Nothing here is financial advice or a recommendation, and none of it is personalised. Consider advice from a regulated professional. Your input goes to our own AI server over HTTPS, is used once, and is never stored or used for training. If our server is down, a backup AI provider may handle the request under its own data policy.