Portfolio Confidence Checkup
Is Your Portfolio Working As Hard As You Are?
Upload your investment statement and discover:
- What you're paying in fees
- How much risk you're taking
- Whether your portfolio aligns with your goals
- Potential blind spots worth exploring
- Your Portfolio Confidence Score
Free. Private. Takes less than 3 minutes.
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How it works
Four steps, no meetings
1
Upload
Upload your investment statement or enter your holdings manually.
2
Verify
Check the holdings, fees and balances we extracted.
3
Profile
Answer four quick questions about your investor personality.
4
Results
Get your results instantly — fees, risk, blind spots and your score.
No meetings · No sales pressure · No obligation
The truth?
Most investors never get a second opinion
Not because they don't want one.
Because they assume everything is probably fine.
But what if:
- —You're paying more than you realise?
- —You're taking more risk than necessary?
- —Your portfolio no longer matches your goals?
- —Important opportunities are being overlooked?
You deserve to know.
What if your statement could talk?
Every statement tells a story
A story about the fees you're paying, the risks you're taking, the decisions being made on your behalf — and whether your portfolio is working toward the future you want.
The problem is most investors don't know how to read it. That's where this assessment comes in.
Here's what you'll discover
Your portfolio, decoded
What you're paying
See your estimated annual investment costs in real dollars. Because percentages don't feel real — a $500,000 portfolio paying 2% costs $10,000 every year.
How much risk you're taking
Is your portfolio conservative, balanced or aggressive? And does that actually match your goals?
How diversified you really are
Many portfolios appear diversified — until you look under the hood. We'll identify potential concentration and overlap.
Your Portfolio Confidence Score
A simple score that helps answer one important question: “How confident should I be that my portfolio is aligned with my goals?”
Your free results include
Clarity on what matters most
Estimated Annual Fees
See what your investments may be costing each year.
Risk Alignment Snapshot
Understand whether your portfolio appears conservative, balanced, or growth-oriented.
Diversification Review
Discover whether your investments are spread appropriately across asset classes and markets.
Portfolio Confidence Score
A quick snapshot of potential strengths and areas worth exploring.
Analysis Reveals The Data. Insight Reveals The Opportunity.
Your free results provide a snapshot of your portfolio.
The Portfolio Diagnostic Report goes deeper, highlighting potential blind spots, areas of strength, and opportunities worth exploring.
Designed for investors who want more than numbers.
Designed for investors who want clarity.
Want to know what it actually means?
Unlock your personalised Portfolio Diagnostic
One-time investment: $27
Most investors can see the numbers. Few understand what the numbers are trying to tell them. The Portfolio Diagnostic translates data into insight.
Inside your diagnostic report
What you own
A plain-English breakdown of your portfolio.
What you're paying
Estimated fees and the long-term impact they may have.
Risk alignment review
Whether your portfolio appears aligned with your objectives.
Diversification assessment
Potential areas of concentration and overlap.
Potential blind spots
Issues that may deserve a closer look.
Advisor value review
Questions to help assess the value you're receiving.
Questions worth asking
The conversations most investors don't know to have.
Portfolio Confidence Score
A complete breakdown of your score and what it means.
Before you invest another dollar…
Ask yourself
- Do I know exactly what I'm paying?
- Do I know how much risk I'm taking?
- Do I know why I own what I own?
- Do I know whether my portfolio is aligned with my goals?
If you hesitated on any of those questions, this assessment was built for you.
A note from Tyler
Tyler Hoffman
Founder, OnPoint Private Wealth Coaching
Most investors don't need another investment product. They need clarity.
The goal of this assessment isn't to tell you what to buy. It's to help you understand what you already own and determine whether it's helping you get where you want to go.
Sometimes you'll discover everything is working exactly as it should. Sometimes you'll uncover opportunities worth exploring. Either way, you'll leave with more confidence than you started with.
Frequently asked questions
Upload a statement or enter your holdings, and we calculate your all-in annual cost — fund expense ratios plus any advisory or wrap fees — then compare it against a 1.25% benchmark. Your 25-year projection assumes 7% average annual growth, so you can see precisely what excess fees compound into over a career.
Upload your statement
Discover what you're paying, how much risk you're taking, and whether anything deserves a closer look.
Free · Private · No obligation