About the dub Portfolio Grader

A free tool that analyzes your investment portfolio's diversification, concentration, and risk. Connect your brokerage and get a clear, letter-grade breakdown in about 90 seconds — for educational purposes only.

The facts

Cost

Free. There is no charge to use the Grader.

What it analyzes

Your portfolio's diversification, concentration, and risk — presented as a clear, letter-grade breakdown.

How you connect

You connect a brokerage account through Plaid (a read-only connection) or provide your holdings. The Grader cannot place trades or move money.

How long it takes

About 90 seconds, with no account required to see your grade.

What it is not

It is not investment advice, a recommendation, or a prediction of performance. It is an educational tool.

Who provides it

DASTA, Inc. (“dub”). The Grader is offered to U.S. residents for educational and informational purposes only.

How the grade is produced

The Grader applies a deterministic scoring methodology to the holdings you share and produces an overall letter grade with component sub-grades covering diversification, concentration, and risk, among others. A narrative summary is written by a third-party large language model around those scores. The Grader is directional and educational; see our full disclosures for methodology limitations.