Get Expert Investment Feedback

Enter your portfolio details by asset value. Our AI, trained on legendary investor principles, provides personalized analysis and recommendations.

Your Investment Portfolio

Data Source Information

Market context and financial data for analysis provided by Financial Datasets AI.

Plan Name

Horizon (Years)

Approach (Optional)

Risk Tolerance

Asset Allocation (Enter Value)

Stocks

$ (--%)

Bonds

$ (--%)

Real Estate

$ (--%)

Commodity

$ (--%)

Crypto

$ (--%)

Cash

$ (--%)

Total Portfolio Value: $0.00

Additional Notes (Optional)

AI analyzing your portfolio...

Analysis for: "Your Plan"

Warren Buffett's Perspective

Value, Moats, Management, Long-Term.

Allocation View

Key Metrics

Alignment Score

Quality Focus

Long-Term Focus

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

Charlie Munger's Perspective

Rationality, Mental Models, Avoid Stupidity.

Allocation View

Key Metrics

Alignment Score

Rationality Check

Risk Avoidance

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

Ray Dalio's Perspective

Diversification, Risk Parity, Cycles, Principles.

Allocation View

Key Metrics

Alignment Score

Diversification

Risk Balance

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

Howard Marks's Perspective

Risk Control, Cycles, Second-Level Thinking.

Allocation View

Key Metrics

Alignment Score

Risk Control

Cycle Awareness

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

Peter Lynch's Perspective

Invest in What You Know, GARP, Story Stocks.

Allocation View

Key Metrics

Alignment Score

Growth Potential

Understandability

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

George Soros's Perspective

Reflexivity, Macro Bets, Adaptability.

Allocation View

Key Metrics

Alignment Score

Adaptability

Macro Awareness

Assessment

Awaiting analysis...

Recommendations

Awaiting analysis...

Margin Call Calculator

Calculate the stock price at which a margin call would likely be triggered based on your inputs.

Stock Purchase Price ($)

Please enter a valid positive stock price

Number of Shares

Margin Loan Amount ($)

Please enter a valid positive loan amount

Maintenance Margin Requirement (%)

Enter a valid ratio (typically 25% or more)

Margin Call Result

A margin call will likely be triggered if the stock price falls below:

$0.00

Note: This is an estimate. Actual margin call triggers depend on broker policies and real-time market conditions.

Leverage Calculator

Assess your trading leverage, effective position size, and potential profit/loss based on margin.

Your Equity ($)

Please enter your available equity

Desired Leverage (e.g., 2 for 2:1)

Enter leverage (1 or greater)

Entry Price ($)

Please enter a valid entry price

Target Exit Price ($)

Please enter a valid exit price

Leverage Calculation Results

Leverage Used: 1.0x

Total Position Size: $0.00

Your Equity Contribution: $0.00

Borrowed Amount: $0.00

Potential Profit/Loss: $0.00

Return on Equity (ROE): 0.0%

Warning: Leverage magnifies both gains and losses. Trading with leverage carries significant risk and may not be suitable for all investors. Ensure you understand the risks involved.

Risk Tolerance Assessment

Answer these questions to get an indication of your investment risk tolerance profile.

1. How much investment experience do you have?

2. What is the maximum portfolio decline you could tolerate in a single year without panicking?

3. What is your current age range?

4. When do you expect to need a significant portion of this investment?

5. What percentage of your income are you able to save/invest?

6. What is your primary investment goal for this portfolio?

Assessment Result

Complete the questions above.

Potential Asset Allocation Mix (Example)

Complete the assessment for suggestions.

Disclaimer: This assessment provides a general indication of risk tolerance for informational purposes only. It is not financial advice. Consult a qualified financial advisor for personalized recommendations.

Tax Impact Calculator

Estimate taxes for different investment scenarios based on simplified assumptions.

Tax Jurisdiction (US State)

Please select a US state.

Estimated Annual Income Level ($)

Enter a valid income level.

Filing Status

Please select a filing status.

Capital Gains Estimation

Enter details of a potential asset sale to estimate capital gains tax.

Purchase Price ($)

Enter valid purchase price (0+).

Sale Price ($)

Enter valid sale price (0+).

Holding Period

Select holding period if entering prices.

Cost Basis Adjustments ($) (Optional)

Enter valid adjustments (0+).

Dividend Tax Estimation

Enter dividend amounts received to estimate tax impact.

Ordinary Dividends ($) (Optional)

Enter valid amount (0+).

Qualified Dividends ($) (Optional)

Enter valid amount (0+).

Estimated Tax Impact

Enter details above and calculate.

Disclaimer: This is a simplified estimation for informational purposes only, using placeholder tax rates. Actual tax liability depends on many factors not included here (deductions, credits, specific state/local laws, AMT, phase-outs, etc.). Tax laws change frequently and vary by jurisdiction. Consult a qualified tax professional for accurate advice tailored to your situation.