See what your portfolio is actually doing.
Drop a CSV โ one SYMBOL, QTY per line โ or paste it straight in. Up to 20 symbols scanned free, with no account at all. Most people discover two things immediately: which holdings are quietly the same bet, and which numbers their broker has been rounding into a dash.
What it checks
4-vector diagnostic
Value, Quality, Growth and Health scored per holding. Every n/a names its reason instead of hiding behind a dash โ if a figure can't be computed honestly, you're told which one and why.
Overlap & crowding
Pro scans the whole book daily and flags positions that secretly double each other. Three tech ETFs and a semiconductor name can be one concentrated bet wearing four tickers.
QC-verified data
Every audit runs a named integrity pass. Contradictions, blanks and stale marks are surfaced rather than smoothed over, because a confident wrong number is worse than a visible gap.
How the scoring works
No single model decides anything. Smart-beta, tree-ML and macro-flow branches each score a candidate independently, and the audit reports the spread between them as well as the score itself. When that spread exceeds the dissent ceiling โ ฯ โค 15.0 by default, tunable from 1 to 50 โ the candidate is discarded rather than traded. In plain English: when the models disagree strongly about the same holding, that disagreement is treated as a reason to stay out, not as noise to average into a comfortable middle number. Benchmarks use constant-basket indexing, so a stock joining the index mid-window can't make your relative performance look better or worse than it was.
Tiers
Snapshot โ Free
20-symbol scans on the page ยท 4-vector factor bars ยท trend read across short, mid and long horizons. No account required.
Portfolio Audit Pro โ $29/mo
Whole book scanned continuously ยท daily audits with email digests ยท overlap matrix and benchmark tracking ยท weekend-artifact protection ยท decision receipts kept per candidate.
myMTree is a research and education platform. Nothing here is investment advice, and no past or projected performance is shown or implied. Options and futures involve substantial risk of loss and are not suitable for every investor. New accounts are simulated.