AI-powered portfolio analytics
HoldingsAnalytics runs the investment data you provide through advanced statistical, machine-learning and AI models — so you can see what you actually hold, how it's positioned, and where it's headed for the long term, in plain language. Decide with confidence, or walk into your broker's office as the most informed person in the room.
Read-only demo · no signup required · Informational analytics — not investment advice
Your investments are scattered across brokerages, IRAs, 401(k)s and apps, described in jargon that's easy to nod along to and hard to truly understand. Seasoned savers often find the technology gets in the way; newer investors are comfortable with the apps but unsure what the numbers mean. Either way, "just trust me" isn't a plan. HoldingsAnalytics turns your accounts into a picture you actually understand — so the decisions (and the conversations) are yours.
Every holding across every account type and provider — taxable, IRA, Roth, 401(k), brokerage — combined into one clear view of what you truly own and how it fits together.
Frontier AI — the same large language models behind today's leading assistants — works alongside statistical and machine-learning engines to analyze every position, project long-term outcomes, and turn it all into a plain-English action plan anyone can follow.
Most tools treat every market the same. Ours detects the current market regime and re-weighs its signals, position sizing and recovery odds to match — and every weight is backtested on real history and shown with its evidence, never taken on faith.
Ask for ideas in plain English — "low-cost names in quantum, AI and energy with strong analyst support" — and get a live-data screen with an honest reality check on what's actually achievable, a "what must be true" model behind every pick, and nightly tracking of whether the idea is beating the market.
Fund fees, advisory and wrap fees (with typical provider rates built in), fund loads, trading costs and one-off charges — plus a Tax Center tracking every realized gain, loss and penalty year over year. The silent eroders of wealth, fully lit.
Portfolio risk models, concentration and correlation analysis, and a check most apps skip entirely: whether a position can actually be exited at size without moving the market. Overnight scans watch every holding and alert you when something needs attention.
Understand your position well enough to make your own calls — or to ask your broker the right questions and agree on a direction everyone understands, instead of taking their word for it.
Focused on long-term growth and wealth-building, with the fees, taxes and hidden risks that quietly erode returns brought into the light — not day-trading noise.
Bring in the holdings from your accounts — the data stays yours. No trading, no access to your money.
Statistical, machine-learning and AI models study every position: growth, risk, cost, tax and long-term outlook.
Get a clear, plain-English read and action plan — then act yourself, or take it to your broker for a real conversation.
✓ What HoldingsAnalytics is
A software platform that analyzes the investment data you provide — using statistics, machine learning and AI — to help you understand your portfolio and make your own informed decisions.
✕ What it is not
It is not a registered investment adviser, broker-dealer, financial planner, accounting/tax firm, law firm, fiduciary, or bank. We don't hold your money, execute trades, or give personalized investment, tax, or legal advice. Forecasts are model-based projections, not guarantees.
Explore the full platform in a read-only demo, then join to bring in your own accounts.