Is there an AI tool that rates my stock portfolio?
Last updated · By StockDashes
Yes: StockDashes rates your stock portfolio 0–100 against your own view of where the world is heading, and several other tools give a rating or a structured analysis too, differing mainly in what they rate it against. One rates risk-adjusted return. One rates each stock’s fundamentals. One runs the statistics. Here is what each does, in the tools’ own words, checked on 21 October 2026.
What the rating is based on
| Tool | Rates against | Brokers |
|---|---|---|
| StockDashes | Your worldview: 60% fit with the investment themes you chose, 20% diversification, 20% volatility. One score from 0 to 100, every holding marked as Benefits, Hurt, Neutral or Mixed per theme. | Export upload from Fidelity, Schwab, Robinhood, E*TRADE, Vanguard, Interactive Brokers, Trading 212, Rabobank, DEGIRO and Saxo; no broker login |
| PortfolioPilot | A “Portfolio Score” matching your preferred risk to your portfolio, with risk-adjusted returns and downside protectionSource: portfoliopilot.com · checked | “12,000+ brokerages” via connection; users “in the US & Canada”Source: portfoliopilot.com · checked |
| Ziggma | Scores every stock from 0 to 100 on four pillars, plus a Portfolio CheckupSource: ziggma.com · checked | “10,000+ brokers” via connectionSource: ziggma.com · checked |
| Portfolio Visualizer | Statistics: backtesting, Monte Carlo, optimisation, factor regression. No rating and no AI claimSource: portfoliovisualizer.com · checked | — |
Competitor details checked on 21 October 2026 from each company’s own website. “—” means the company’s own website didn’t state it when we checked.
Which one fits you
- You want to know whether your holdings match a view you already hold, such as the AI build-out, higher-for-longer rates or a K-shaped economy: StockDashes. Example: Berkshire Hathaway’s portfolio scores 84 on a K-shaped-economy view. See the Berkshire score →
- You want a risk-based score and personalised suggestions from a registered adviser: PortfolioPilot.
- You want each stock graded on fundamentals and a trade tested before you place it: Ziggma.
- You want the maths, with no AI layer: Portfolio Visualizer.
Most investors who pick their own stocks already have a view of the world. The question is whether the portfolio reflects it. That is the question the worldview score answers, and the other tools do not ask.
How the StockDashes score works
StockDashes rates your portfolio from 0 to 100: 60% is how well your holdings fit the investment themes you chose, 20% is diversification and 20% is volatility. For each theme, AI marks every holding Benefits, Hurt, Neutral or Mixed with a one-line reason, and the marks are weighted by what each holding is worth. The whole method is published, with the formulas, the score bands and a worked example.
Read how the 0–100 score works →
Compare trackers →
What it doesn’t do
- It doesn’t tell you what to trade, or when. It describes your portfolio against the views you chose; what you do with that is yours. The summary is checked for trading language before it is shown.
- It doesn’t predict prices or judge whether a company is cheap or expensive. Valuation figures are in the holdings scan, separately.
Frequently asked questions
Will it tell me what to trade?
No. It measures fit, diversification and volatility, with the method published. What you do with it is yours to decide.
Does an AI tool that analyses my portfolio do the same as one that rates it?
Analysis describes; a rating condenses the description to a number you can track over time. StockDashes does both: the 0–100 score plus a one-line reason per holding and theme.
Do I have to connect my broker?
On StockDashes, no. You upload your broker’s export file.
What do I need to get a score?
An account, your holdings — imported from your broker’s export or typed in — and up to 4 themes, picked from a list or written in your own words.
Which holdings does the score cover?
The score covers holdings listed in the US and European shares that also trade in the US, such as ASML or Shell.
What does “worldview” mean here?
The investment themes you believe in. You pick up to four from a list, or write your own, and every holding is scored against them.
Can I rate someone else’s portfolio?
Yes. The famous-portfolio pages show public 13F portfolios scored the same way: Buffett, Tepper, Li Lu, Ackman and Druckenmiller.
Score your own portfolio: free accountYour portfolio stays private to your account.
StockDashes is not affiliated with any company named here. Nothing on this page is investment advice.