Free Tool

Portfolio Quality Checker

Score your portfolio across five key value investing dimensions: valuation, profitability, leverage, growth, and diversification. Enter your holdings and their key metrics to get an overall quality assessment.

Enter Your Holdings
Add each stock in your portfolio with its key financial metrics. Find these on Yahoo Finance, Morningstar, or your brokerage.
Ticker
Weight %
P/E Ratio
P/B Ratio
D/E Ratio
ROE %
Rev Growth %
Portfolio Quality Score
—
—
—
—
Valuation
—
Profitability
—
Leverage
—
Growth
—
Diversification
Individual Stock Scores
TickerWeightValuationProfitabilityLeverageGrowthOverall
Get real-time portfolio scoring with AI
LIUV's Portfolio Advisor syncs with your brokerage, automatically pulls financial data, and continuously monitors your portfolio quality score — alerting you when holdings deteriorate.
Start 7-Day Free Trial
Disclaimer: This tool provides a simplified portfolio quality assessment based on user-entered data and does not constitute financial advice. Scoring is based on general value investing heuristics and may not apply to all sectors. Always conduct thorough due diligence and consult a qualified financial advisor before making investment decisions.