Health score
See a structured view of practice portfolio health and the issues that need attention.
Portfolio analysis
Know exactly how risky your portfolio is
Fintrix Portfolio Analysis gives your practice portfolio a health score and shows your sector exposure, concentration, largest holding and risk flags, so you learn portfolio construction from your own decisions.
Turn a set of holdings into a portfolio you can explain.
Allocation map
Understand how the practice portfolio is distributed across holdings and cash.
Sector exposure and concentration
See which sectors and positions dominate the portfolio, including the largest holding.
Risk flags
Review concentration and construction risks with educational guidance for the next review.
Learn from your own decisions
Risk becomes clearer when the holdings are yours.
Use the analysis to review diversification, exposure and concentration in your virtual portfolio. Fintrix does not connect to or manage a brokerage account.
FAQ
Questions, answered.
What does Fintrix portfolio analysis show?
It helps students examine practice portfolio health, allocation, sector exposure, concentration, largest holdings and relevant risk flags.
Does portfolio analysis use real investments?
No. It analyses the student's virtual Fintrix portfolio for education and practice; it does not connect to or manage a brokerage account.