See what your portfolio may be hiding.
The AI Portfolio MRI™ aggregates a household view of your holdings and surfaces preliminary indicators across concentration, overlap, diversification, tax efficiency, and income sustainability — the issues most often overlooked by retail review tools.
Five indicators the household balance sheet rarely shows.
Risk Concentration
Detects when one position or theme may carry too much of the household's outcome.
Portfolio Overlap
Identifies the same exposures held across multiple accounts, funds, or advisors.
Diversification Integrity
Assesses whether sector, geography, and asset-type spread is genuine or surface-level.
Tax Efficiency
Surfaces whether placement, turnover, and structure may be quietly eroding after-tax returns.
Income Sustainability
Reviews whether income posture matches age, drawdown horizon, and stated risk tolerance.
Begin a confidential portfolio review.
Submit a short intake and securely upload statements or a CSV of holdings. The diagnostic returns preliminary indicators only — full recommendations require advisor verification.
All uploads are stored privately. Your information is never sold or shared. A consent record is kept with each submission.
Related portfolio reviews
Household-level risk that account statements miss.
Independent fiduciary review of your existing portfolio.
Duplicated exposure across funds, accounts, and advisors.
Drawdown-phase income sustainability and sequence risk.
Asset location and after-tax return across wrappers.
Single-position and sector risk at the household level.
Every account aggregated into one consolidated view.
Questions about the AI Portfolio MRI™
Is the AI Portfolio MRI™ giving me investment advice?
No. It produces preliminary indicators only. No buy, sell, or allocation recommendation is made until a WPA fiduciary advisor verifies the underlying data with you in a confidential review.
What kinds of files can I upload?
PDF or image statements (JPG, PNG) for advisor review, and CSV or TXT holding files for automated parsing. Each file may be up to 50 MB. Up to ten files per submission.
How is my information stored?
All uploads are stored in a private, access-controlled bucket. Statement files are not publicly accessible. Records can be deleted on request.
What does the score actually mean?
Each indicator runs from 35 to 96 and reflects how a household-level view scores against simple risk, overlap, diversification, tax, and income heuristics. It is a screening tool, not a verdict.
Will my CSV holdings be auto-parsed?
Yes. CSV and TXT files are parsed server-side and aggregated by symbol across accounts. PDF and image statements are queued for manual advisor review.
Why does the page emphasize 'preliminary' and 'review area'?
Because that is what these indicators are. Real recommendations require verifying account types, tax status, income needs, and objectives — work a fiduciary advisor must do.
Do I have to upload statements to see the result?
Holdings data is required to compute scores. Without it, the page can describe the indicators but cannot evaluate your portfolio.
Who sees my submission?
Only the WPA advisory team. We never sell, share, or syndicate prospect data. A consent record is stored with each submission.