Portfolio analysis
Look beyond the list of funds.
See the costs, concentration and risk behind your holdings. Understand the reasoning behind every chart.
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Explore what a fall in your largest company position could mean for the portfolio.
See which asset classes are expected to move together, and which diversify.
Read a modelled equity shock with the assumptions visible on screen.
App preview
Portfolio analysis in Copio
Copio’s portfolio analysis examines costs, concentration, diversification and modelled risk across your holdings. The sample analysis includes charts, assumptions and sources you can inspect. The app is in pre-launch.
Find concentration behind the labels
Different funds can hold many of the same companies. Look at the exposures they create together, not just the number of lines in the account.
Make costs visible
Review recurring fund and account costs. Small percentages deserve attention when they apply year after year.
Explore the trade-offs
Compare sources of growth, risk and stress scenarios. Model outputs are starting points for judgement, with assumptions and limitations attached.
Show the workings
An opinion is useful. An explanation is better.
The sample analysis on our homepage explains how contributions, costs, diversification and risk affect long-term wealth. Its charts show the model’s assumptions and investment universe, with sources and limitations alongside the reasoning. Read the complete response to see how Copio approaches a financial question.
Worked example
How it works
From holdings to a portfolio review.
- 01
Start with your holdings
Identify your funds and their weights, alongside the account that holds them.
- 02
Read several perspectives
Examine costs, concentration, growth assumptions and downside scenarios together.
- 03
Check the explanation
Follow the method and evidence before deciding whether a change makes sense for you.
Your questions,
answered.
What does Copio analyse in a portfolio?
Copio’s analysis framework considers costs, concentration, growth assumptions and risk. The sample response linked here explains a long-term portfolio question and shows the underlying model outputs, sources and limitations.
Can I see a real analysis before signing up?
Yes. The homepage includes a complete sample Copio response with model charts and sources. The app is in pre-launch; checker access depends on availability.
Are expected returns a prediction?
No. Expected returns and stress scenarios are model estimates based on assumptions. Outcomes can differ materially, and investments can lose value. Historical performance does not guarantee future results.
Does the analysis place trades?
No. The analysis provides information. It does not place orders or manage your brokerage account.
Go a little deeper
The thinking behind the feature.
Better together.
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Less hunting through factsheets. More understanding.
Judgement connector
Copio’s financial reasoning, in your AI conversation.
A clearer relationship with your money
Make your next decision
an informed one.
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