Know exactly what is wrong with your portfolio
AlphaPulse reads your Interactive Brokers statement, measures concentration, risk-adjusted return and cash drag against your stated mandate, then hands you a short list of specific actions. Test each one in the sandbox before you trade.
Read-only analysis. No broker credentials, no trading permissions, no order placement.
Capabilities
IBKR statement in, analysis out
Drop in an Activity Statement CSV or Flex Query XML. Positions, cash by currency, realised trades and dividends are parsed automatically.
Look-through diagnostics
Sector and geographic exposure is decomposed through your ETFs, so a QQQ position shows up as technology concentration, not as an opaque fund slice.
Concentration guardrails
Single-position limits scale with how diversified the instrument is: 15% for a single stock, up to 60% for a broad index fund. Sector, geography and cash limits too.
Concise AI action items
Three categories, maximum three items each, every bullet under 25 words. No essays, no filler, aligned to your stated risk mandate.
What-if sandbox
Simulate a swap and see the recalculated Sharpe, beta and drawdown side by side against your real portfolio and your benchmark.
Measured against your benchmark
Pick S&P 500, Nasdaq 100, global all-world or a 60/40 mandate. Every statistic is computed relative to the yardstick you chose.
Three steps to a diagnosis
Set your mandate
Goal, time horizon, risk tolerance and benchmark. Four questions that shape every number and recommendation that follows.
Upload a statement
Nothing to connect and no broker credentials. Export from IBKR Reports, drop the file in, and the parser does the rest.
Act on the diagnosis
Read the health score and the flagged risks, then test your fix in the sandbox before placing a single real trade.
Stop guessing whether you are over-concentrated
Upload one statement and find out in under a minute.
Create an account