Where am I concentrated without realizing it?
Companies in different sectors may depend on the same commodity price, exchange rate or interest-rate cycle. Real concentration is rarely what the list suggests.
An analysis connecting fundamentals, news and risks to your positions. Build your portfolio to try the preview.
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View a full sample reportCalculated composition and concentration; investigation of material positions; connected fundamentals, news and dependencies; review of material facts and a synthesis with conditional scenarios. Coverage and missing data are explicit.
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Companies in different sectors may depend on the same commodity price, exchange rate or interest-rate cycle. Real concentration is rarely what the list suggests.
Owning seven stocks is not the same as making seven bets. The report measures how much of your money responds to the same external factor and shows the calculation.
Results, filings and guidance revisions tied to your assets, crossed with each position’s weight — without treating headline volume as importance.
A complete X-Ray, with the agent's synthesis, the weights, the dependencies between positions and the source behind every number. Open, no sign-up and no payment — because what you buy is not this report, it is the same read on YOUR portfolio.
A structured review, focused on what is yours, step by step, with the calculation and source behind every claim.
Every claim comes with its source and date. When a data point does not exist, it shows up as a declared gap — never as a zero filling in the table.
Real weights at current quotes, not a snapshot from the day you bought. It is the base for everything: concentration calculated on what the portfolio IS today, with the date of every quote used.
Companies in different sectors can depend on the same exchange rate, the same commodity, the same interest-rate cycle. The agent measures how much of your money responds to the SAME factor — seven stocks are not always seven bets.
Margin, debt, earnings and price for the most material positions, with the share of the portfolio covered made explicit. Missing data is identified, with a reason.
Not the risk of each stock in isolation: the risk of the SET. What has to stay true for the portfolio to work, and where a single external variable pulls several positions at once.
Results, filings and revisions tied to your assets, weighted by position — earnings on a stock that is 30% of the portfolio is not the same event as on one at 2%. A headline with no consequence does not make it in.
The agent's executive synthesis: what deserves attention, what holds up, what stayed open. And the report becomes context for the conversation — you question any number without starting over.
The 7-day right of withdrawal is yours by law (art. 49 of the Brazilian Consumer Protection Code), and it applies here with no fine print: if the report does not deliver what this page promises, write to us and we refund it. You do not have to justify yourself.
Informational and educational content. This is neither an investment recommendation nor a research report under CVM Resolution 20.