What this module delivers
Built on the Left Brain research framework, refined continuously as markets and data evolve.
Concentration analysis
Where risk is quietly stacked — by name, sector, and factor exposure you didn't intend to take.
Overlap detection
Holdings that look diversified on paper but move together when it matters.
Weak links
Positions dragging on the portfolio, ranked by their contribution to risk and return.
How Jarvis approaches it
The principles that shape every output in this module.
- Whole-portfolio view
Positions are judged by what they add to the book, not on standalone merit.
- Correlation-aware
Diversification is measured by behavior, not by counting line items.
- Actionable output
Every finding comes with a concrete adjustment worth considering.
- Your constraints
Recommendations respect mandate, liquidity, and tax posture.
Request early access
We're onboarding users to this module in stages to keep the experience sharp. Leave your email and we'll reach out with your invitation.