AffluenceEdge delivers the same portfolio intelligence that institutional investors rely on — without the wealth management firm, the minimum balance, or the sales call.
Most investors only see portfolio value. AffluenceEdge goes deeper — analyzing the seven dimensions that actually determine long-term wealth outcomes.
We map your holdings across 190+ countries and 11 GICS sectors, including hidden overlap between funds that appear different on the surface.
True diversification means low correlation, not just many holdings. We calculate cross-asset correlation to show you how your portfolio actually behaves together.
Are you beating the market, matching it, or quietly underperforming? We compare your portfolio against relevant benchmarks with full context.
We score your portfolio's risk level against your stated time horizon and tolerance — surfacing mismatches before they become expensive surprises.
A 0.50% difference in fees costs you tens of thousands over a decade. We calculate your blended expense ratio and project the compounded cost clearly.
The right asset in the wrong account is a silent tax drag. We flag bonds in taxable accounts, REITs outside IRAs, and missed optimization opportunities.
A portfolio is only as good as its fit with your actual goals. We compare your current allocation against what your stated time horizon and risk tolerance actually call for — and flag the gaps.
Type in your tickers and dollar amounts. No brokerage login required. Your data never leaves your browser.
Tell us your time horizon, risk tolerance, and primary investment goal — so the analysis is calibrated to you.
Receive a comprehensive health score, flagged issues, and plain-English recommendations in under 2 minutes.
Follow specific, prioritized recommendations or upgrade to Pro for deeper projections and rebalancing guidance.
You're earning $150K–$500K and investing consistently, but you're not sure if your 401k, brokerage, and IRA are actually working together efficiently.
You do your own research, make your own decisions, and don't want to hand over control to a wealth manager — but want institutional-level analysis.
You're in your 30s or 40s, building toward financial independence, and want to ensure your portfolio structure matches your goals and timeline.
One insight, one framework, one action — every Saturday morning. Written for self-directed investors who want to think more clearly about their money.
A 2-minute analysis that most investors never get. Enter your holdings and receive a full institutional-grade health report today.
No brokerage connection required · Data stays in your browser · Takes under 2 minutes