Optimize first
Many tools jump to allocation changes before the portfolio problem is visible.
Portfolio MRI
Investment Decision Room
Diagnosis-first portfolio intelligence
Understand the portfolio before changing it
Portfolio MRI turns current holdings into stress-tested evidence, then tests one bounded candidate path only after the problem is named.
Current portfolio firstStress evidence before candidatesOne review lineage
Evidence first
Most portfolio tools jump straight to the fix
Portfolio MRI slows the moment down: current holdings become evidence, stress behavior becomes visible, and the candidate path only appears after the problem is named.
Stress later
Risk often appears as a score, not as a pressure path with contributors.
Lose lineage
The reasoning chain between holdings, evidence, test path, and verdict gets fragmented.
Canonical flow
A strict chain from raw holdings to a grounded verdict
01
Input Portfolio
Enter current holdings, weights, currency, and cash as the evidence source.
02
Diagnosis
Read concentration, exposure, risk contribution, and weakness signals first.
03
Stress Lab
Replay pressure scenarios and see which exposures drive losses.
04
Client Fit
Layer investor context beside the portfolio evidence.
05
Verdict
Compare the current portfolio with one bounded test path.
System map
A decision room for portfolio evidence
Portfolio MRI keeps the same review context moving forward: current portfolio, stress behavior, client fit context, candidate test, comparison, and verdict.
Portfolio Diagnosis
Current holdings become the primary evidence source.
Stress Test Lab
Loss paths, helped/hurt contributors, and hedge gaps.
Problem Classification
A diagnosis that names the portfolio problem clearly.
Candidate Launchpad
One bounded test path, tied to the same review.
Current vs Candidate
What improves, worsens, stays neutral, or remains unclear.
Decision Verdict
A grounded trade-off readout with evidence and limits.
Product boundaries
Built to preserve diagnostic discipline
Current first
The existing portfolio stays the subject.
Evidence first
The portfolio problem is visible before a path is tested.
One path
The launchpad keeps the comparison readable.
Same run
Screens follow the same review lineage.
Ready
Open the investment decision room
Sign in, answer the short setup questions, and enter the current portfolio. The first output is diagnosis: exposure, stress behavior, and the problem worth testing.
Enter PlatformPortfolio MRI provides non-binding diagnostic decision support. It does not provide investment advice, suitability approval, or trade instructions.