Free AI Portfolio Analysis & Simulator
Answer nine questions, get a risk profile, and see a portfolio built from the ClaritX AI stock ranking. Then run AI research on every holding. For education, not advice.
2 Minutes
Quick questionnaire
Scenario-Based
Based on your inputs
AI-Powered
Pattern analysis
Educational Tool Only: This portfolio builder is for informational purposes and does not constitute investment advice. The risk profiling questionnaire follows MiFID II guidelines but does not constitute a suitability assessment. Always consult a licensed financial advisor. Read full disclaimer
How the free AI portfolio analysis works
- Answer nine questions about where you invest, your goal, risk tolerance, company size, dividends, sectors and the minimum AI score you will accept.
- Get your risk profile: a risk bucket from 1 to 5 and the filters your portfolio is built with.
- Generate a portfolio from the highest-ranked stocks that pass those filters, or build it sector by sector yourself. No account needed to see it.
- Run AI deep research on each holding: fundamentals, technicals, news and analyst views for every name, plus a portfolio health score. Deep research uses credits; the free plan includes 10 a month.
Where the holdings come from, and how they have done
The candidates are the ClaritX AI stock ranking, filtered by your answers. That ranking is not a black box: its scores are forward-tested in public against the S&P 500, and the periods where they lost stay on the record. Read the track record and the score-band report before you lean on any simulated portfolio, or download the raw data from the research hub.
Questions
Is the AI portfolio analysis really free?
The core flow is: the risk questionnaire, your risk profile and the generated portfolio cost nothing and need no account. Saving a portfolio needs a free account. Running AI deep research on each holding uses credits, and the free plan includes 10 a month.
How does the risk assessment work?
Nine questions cover where you invest, your goal, risk tolerance, preferred investment types, company size, stock-picking style, dividends, sectors and a minimum AI quality score. The answers set a risk bucket from 1 to 5 and the filters the portfolio is built with. The questionnaire follows MiFID II-style risk profiling but is educational, not a suitability assessment.
Where do the stocks in the portfolio come from?
From the ClaritX AI stock ranking: the highest-scoring stocks that pass your filters, plus ETFs if you ask for them. The score behind that ranking is forward-tested in public against the S&P 500, including the stretches where it lost, on the ClaritX track record.
Can I analyze my own holdings?
Uploading a brokerage file is not available yet. With Build by Sectors you choose the names yourself, sector by sector, from the stocks ClaritX covers, and can then run the same AI research on that portfolio.
What is the difference between 'Generate Portfolio' and 'Build by Sectors'?
Generate Portfolio builds a diversified portfolio automatically from your risk profile. Build by Sectors lets you pick the holdings for each sector yourself, with the ranked candidates shown for each one.
Is this investment advice?
No. The simulator is for education and research. ClaritX is not a registered investment adviser, and a simulated portfolio is not a recommendation. Consult a licensed professional before investing.
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