The first question I would ask before looking for a new stock is simple: what do I already own?
That sounds obvious, but a portfolio can become surprisingly difficult to understand once holdings are spread across accounts, bought at different prices and accumulated over time. A list of transactions is not the same thing as a view of the portfolio.
Quantvesting starts by bringing the holdings together at the security level. From there, the assessment shows the basic structure of the portfolio: current value, deployed value, allocation, profit and target context where available. The point is to turn a collection of rows into something you can reason about.
Then comes the more useful question: what deserves a review? A portfolio can contain good businesses and still have positions that need another look. A holding may have reached its target context, become a legacy position, changed materially or become less attractive relative to another opportunity.
This is why I prefer the word review. The framework can surface the situation, but the decision still needs context. Your objectives, time horizon, risk tolerance, taxes and liquidity are not things a screen can fully understand.
The assessment also helps create a better order of work. First understand the capital you already have. Then investigate the areas that deserve attention. Only after that does it make sense to ask what else is worth researching.
A good portfolio assessment should not leave you with another pile of information. It should leave you knowing where to look first and why.
That is the role of Quantvesting's portfolio assessment.
The assessment is now a starting point, not the finish line
The current assessment keeps the journey simple: My Portfolio first, then Review Areas, then Opportunity Universe, with Research available directly from the holdings as well as the opportunity list. A holding can therefore move from “what I own” to “why am I looking at this?” without losing its portfolio context.
The assessment can also be printed or saved as a PDF using the same visual language as the web experience. The report preserves the findings and evidence, while research actions stay in the interactive web experience.