Your Portfolio Has Blind Spots. Our AI Finds Them in 5 Seconds.
Upload your holdings and get an instant AI-powered analysis: hidden overlap between your ETFs, sector concentration you didn't plan for, geographic risk you didn't see, and cost inefficiencies quietly eating your returns.
Join 30+ investors already using AWALYT to find what their broker doesn't show them.
Your Broker Shows You Holdings. Not What's Wrong with Them.
You log into your brokerage account. You see your ETFs, your allocations, maybe a pie chart. Everything looks fine.
But under the surface, 33% of your holdings might overlap across multiple ETFs — meaning you're paying three expense ratios for the same exposure to Apple and Microsoft. Your “diversified” portfolio might have 80% of its money in the US and 35% in a single sector. And those low-cost ETFs? The weighted average cost might be higher than you think.
Your broker won't tell you this. Most tools won't either. AWALYT's AI analyzes every layer of your portfolio — from individual holdings inside each ETF to your total geographic and sector exposure — and tells you exactly where the problems are. In about 5 seconds.
What AWALYT's AI Tells You About Your Portfolio
An honest rating of your portfolio — not a sales pitch
AWALYT's AI evaluates your portfolio across multiple dimensions and gives you clear scores: Overall quality, Diversification, and Cost Efficiency. Below the scores, you get a plain-language summary of what's working and what isn't. Then it breaks down specific Strengths, Weaknesses, and actionable Suggestions. This isn't generic advice — every word is based on the actual composition of your portfolio.
You might own the same stocks three times without knowing it
If you hold QQQ, VTI, and SOXX, you might think you're diversified across different strategies. But NVIDIA alone could represent 5.48% of your effective portfolio weight across all three funds. AWALYT calculates the aggregate overlap between all your ETFs and shows you exactly which stocks appear in multiple holdings and how much combined weight they carry. An overlap of 33% means a third of your portfolio is redundant exposure — and you're paying multiple expense ratios for it.
Sector Concentration
Most investors don't realize how concentrated their portfolio is in a single sector. AWALYT looks inside each fund and calculates your true sector exposure. You might discover that Information Technology accounts for over 35% of your portfolio when you combine QQQ, VGT, and SOXX.
Geographic Exposure
Holding international-sounding ETFs doesn't guarantee geographic diversification. AWALYT maps your actual geographic exposure and shows you the real picture. Many “diversified” portfolios are 80%+ concentrated in US markets.
Cost Efficiency
A 0.03% expense ratio on VTI looks great. But AWALYT calculates the Weighted Average Expense Ratio across your entire portfolio and identifies which holdings are driving up costs. Over 20 years, even a 0.15% difference costs you thousands.
Get Your Portfolio Analysis in 3 Steps
Create Your Portfolio
Add your ETFs, stocks, and funds with their allocations. It takes less than a minute.
Run the AI Analysis
Click one button. In about 5 seconds, AWALYT's AI analyzes every dimension of your portfolio.
Act on the Insights
Review your scores, read the detailed analysis, and follow the specific suggestions to improve diversification, reduce overlap, and cut costs.
Your Current Tools vs AWALYT
| Analysis | Brokerage | Portfolio Visualizer | Morningstar | AWALYT |
|---|---|---|---|---|
| Holdings list | ||||
| Basic allocation chart | ||||
| Holdings overlap between ETFs | ||||
| True sector exposure (inside ETFs) | ||||
| Geographic exposure analysis | ||||
| Weighted avg expense ratio | ||||
| AI-powered Strengths/Weaknesses | ||||
| Actionable AI Suggestions | ||||
| Detailed overlap % per stock | ||||
| Portfolio quality scoring |
And That's Just the Beginning
The AI portfolio analysis is one part of the AWALYT ecosystem. Once you've identified the problems, you can act on them.
Backtest a Better Strategy
Test alternative allocations with daily market data (252 pts/year) before making changes. See how a more diversified portfolio would have performed.
Learn more about backtesting →Analyze Individual Stocks
Dive into fundamentals of any stock or ETF: financial statements, valuation metrics, growth history, and AI-generated company summaries.
Track Correlations Over Time
See how relationships between your holdings change quarter by quarter, especially during market stress.
~5 sec
AI analysis generation time
30+
Beta testers on the platform
6 dimensions
of portfolio analysis
Frequently Asked Questions
AWALYT maintains a database of ETF holdings, sector classifications, geographic exposures, and expense ratios. When you add an ETF to your portfolio, the AI automatically looks up its underlying composition and analyzes your total exposure across all holdings.
Morningstar's X-Ray shows some overlap and sector data, but it requires a premium subscription and doesn't provide AI-powered scoring, actionable suggestions, or the level of detail AWALYT offers — like specific overlap percentages per stock across your ETFs. AWALYT also integrates this analysis with backtesting and fundamental analysis in one platform.
Yes. You can add both ETFs and individual stocks to your portfolio. The AI analyzes the complete picture, including how individual stocks overlap with the holdings inside your ETFs.
AWALYT is currently in open beta. Apply for early access and get full access to all features for free.
No. Your portfolio data is private and secure. You can mark your portfolios as Private. AWALYT never shares your personal investment data.
Find your portfolio's blind spots. Fix them before they cost you.
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