See what your portfolio is actually doing.

Most books are more correlated than their owner thinks. Audit reads yours holding by holding, then shows the overlap the individual line items hide.

Audit describes what is there. It does not tell you what to buy or sell โ€” myMTree is not an investment adviser and this is not advice.


What a run produces

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Per holding

Value, quality, growth and health, each with the inputs shown.

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Overlap and crowding

Where two positions are the same bet wearing different tickers.

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Named gaps

Every unavailable figure says why, instead of showing a dash.

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Integrity pass

Each run states what it could and could not verify.


Run it against your book

The audit keeps its history and re-checks daily, so it lives behind an account.

The rest of the estate

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Academy

academy.mymtree.com โ€” part of the same desk.

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Autopilot

autopilot.mymtree.com โ€” part of the same desk.

๐ŸŒฟ

Sentinel

sentinel.mymtree.com โ€” part of the same desk.

๐ŸŒฟ

Fund Console

fund.mymtree.com โ€” part of the same desk.

myMTree Audit โ€” Portfolio diagnostics and correlation