Is AI Portfolio MRI a final investment recommendation?

No. AI Portfolio MRI is a preliminary educational screening tool. A fiduciary advisor must verify holdings, account type, tax status, costs, income needs, risk tolerance, and suitability before any recommendation is made.

Does the stress review backtest each individual security?

No. Submitted tickers are mapped to broad exposure categories and tested against rounded historical-style assumptions. Actual performance of the specific holdings may have been materially different.

What information is required to unlock the preliminary report?

The report requires first name, last name, valid email, valid phone number, and legal consent before the preliminary results are displayed.

Institutional portfolio review

Portfolio MRI financial diagnostic scan.

A preliminary household portfolio review of concentration, overlap, diversification integrity, account tax posture, fund cost indicators, income sustainability, and historical stress exposure. Secure document verification is available when advisor review is requested.

Preliminary reviewNo statement upload is required for the initial screen. Pasted holdings, CSV/TXT uploads, Excel files, or statements can initiate the review path.

Controlled disclosureFull preliminary indicators require contact verification and consent before display.

Secure review pathConfidential intake, secure document handling, and advisor verification remain part of the workflow.

Paste or upload the portfolio.

Enter each holding with an approximate dollar amount, or upload a statement/spreadsheet. The system will identify preliminary review areas automatically after contact verification and consent.

Paste tickers, fund names, or holdings with approximate dollar amounts

Accepted examples: AAPL $125,000, AAPL $125000, AAPL 125000, or AAPL, $125,000. Use approximate values if exact numbers are not available. Ticker symbols without dollar amounts cannot be analyzed.

Upload statement or holdings spreadsheet

Optional. CSV, TXT, PDF, JPG/PNG, and Excel statements are read automatically to seed the preliminary scan. Advisor verification is still required.

Secure document verification Statement upload and document verification are handled through a secure advisor-review path. To begin, paste ticker symbols, fund names, or holdings, then unlock the preliminary report with contact information and consent.

Age range

Investable assets

Account type being reviewed

General risk comfort

Retirement timeline

What would you like reviewed?

Contact information and legal consent are required before any preliminary report is generated or displayed.

First name

Last name

Phone

Required before report generation: first name, last name, valid email, valid phone, and legal consent.

The report will not be generated until contact information and legal consent are submitted.

What happens next

Your preliminary review path

A simple process designed to identify possible portfolio review areas before a fiduciary advisor verifies the details.

Paste or upload your portfolio StartEnter ticker symbols, fund names, holdings, or upload a statement or spreadsheet.

Unlock the preliminary review GateContact information and legal consent are required before the report is generated.

Verify documents if needed SecureStatements and spreadsheets stay on the encrypted verification path for secure advisor review.

Speak with a WPA financial advisor ReviewA WPA advisor can verify the findings and discuss whether any changes should be considered.

Important disclosures

The AI Portfolio MRI is an educational, preliminary diagnostic tool. It is intended to identify potential review areas for further discussion with a qualified advisor. It is not a substitute for a comprehensive advisory review, financial plan, tax review, legal review, or individualized investment recommendation.

No individualized advice The diagnostic does not constitute investment, tax, legal, accounting, insurance, or estate-planning advice. No buy, sell, hold, allocation, rollover, withdrawal, tax, or legal recommendation is made through this tool.

Advisor verification required Preliminary indicators must be reviewed by a WPA financial advisor before any guidance is provided. Advisor review should include account registrations, tax status, objectives, risk tolerance, time horizon, income needs, outside accounts, and any additional facts relevant to suitability.

No advisory relationship Use of this website, diagnostic, report, calculator, upload feature, or contact form does not create an advisory relationship. An advisory relationship is established only through a written advisory agreement and required account-opening or engagement documents.

Limitations of preliminary data Results may be incomplete or inaccurate if holdings, account types, cost basis, tax status, outside assets, income needs, or personal circumstances are missing or incorrect. Uploaded or pasted data must be verified before being relied upon.

No guarantee of outcome Any illustrations, classifications, review statuses, risk flags, or potential review areas are hypothetical and educational in nature. They are not guarantees of investment performance, tax outcome, income result, risk reduction, or financial planning success.

Market and investment risk All investing involves risk, including possible loss of principal. Diversification, asset allocation, tax-aware investing, and fiduciary review do not guarantee profit or protect against loss in declining markets.

Stress-test limitations Historical-style drawdown illustrations use rounded index drawdowns and broad exposure assumptions. They do not predict future losses, reflect exact security-level behavior, include all fees or taxes, or replace a full risk review.

Fund cost review limitations Potential fund-cost indicators are preliminary and may be based on ticker patterns or uploaded data availability. Exact expense ratios, share classes, advisory fees, trading costs, loads, tax impact, and available alternatives must be verified before guidance.

Marketing and performance information This page does not present actual client performance, model performance, back-tested performance, testimonials, endorsements, ratings, or guarantees. Any future use of such information should be reviewed for applicable investment adviser advertising and recordkeeping requirements before publication.

Privacy and document handling Submitted information should be handled through secure intake and document-verification workflows. Personal information should be used only for the purpose of preparing a confidential review and contacting the user regarding the requested review, subject to the firm's privacy policy.

Registration disclosure Investment advisory services are offered only through appropriately registered investment advisers and supervised investment adviser representatives. Registration as an investment adviser does not imply any particular level of skill or training.

Professional review Final website, report, workflow, advertising, privacy, and client-communication language should be reviewed by the firm's compliance officer and legal counsel before public use.

Portfolio MRI financial diagnostic scan.

Paste or upload the portfolio.

Preliminary indicators available.

Recommended review path.

Do you know your Risk Tolerance?

Important disclosures