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Portfolio health check

Paste up to 30 tickers and get an instant read on concentration, profitability, and which of your companies just filed with the SEC. Free, no account needed.

Revenue and net income are as-reported from each company’s own SEC filing; margins and concentration are calculated from those. No estimates and no market-data valuations.

No account needed. Tickers aren’t stored unless you choose to save your results below.

Coverage: US SEC filers above a revenue floor, plus listed business development companies (3,700+ companies). Data from SEC EDGAR; this page uses no market-data provider. Reported figures may be unaudited or subsequently restated. Informational only. Not investment advice.