Name: Clavix
Rating: 5.0 (2 reviews)

Clavix started with a question I kept asking and could never answer quickly: did anything I own get riskier overnight? Everything I tried either wanted my brokerage login or buried the answer twelve pages into a report. So Clavix grades the portfolio you already own, every trading day, on four measures: asset quality, diversification, independence and stability. The first three set your grade; stability is measured and reported beside them. The one I'm proudest of is independence. It finds the holdings whose prices actually move together, so you can see where your diversification is only on paper. That was the thing I most wanted from a tool like this and could never get anywhere else. Every number opens. Tap a grade and you get the inputs, the comparison, and the date it was measured. I didn't want to ship a score you had to take on faith. Two deliberate choices worth calling out: Manual entry. No brokerage connection, and it cannot trade. I'd rather you type in eight tickers than hand me read access to your accounts. Grades measure risk, not expected return. It's an educational tool, not advice, and it will never tell you to buy or sell anything. Free for up to 10 holdings, no card. Pro is $19.99/mo or $149.99/yr with three months free, and adds unlimited holdings, the daily brief, live alerts and every layer opened up. There's also a free web grader at getclavix.com/grade if you want to try the idea without installing anything. I'd genuinely love feedback on the grading itself. If you run your own portfolio through it and a grade feels wrong, tell me and I'll explain exactly how it got there. That's the most useful thing anyone could give me today

Clavix

Know what you're exposed to, not just your portfolio value.

Know what you're exposed to, not just your portfolio value.