A portfolio health check that shows the evidence
Run a deterministic, signed check on your holdings — allocation drift, concentration, fund quality, manager changes and cost — where every finding leads to the evidence behind it, not a made-up score.
No score, real findings
OmniAsset doesn't reduce your money to a 0–100 number. Each run tells you what changed since your last check and surfaces the issues that actually matter, each with a plain-language explanation, why it matters, and the evidence you can inspect.
Deterministic and signed
The analysis is pure maths on a signed reference snapshot with an as-of date — the result appears only after its signature verifies, so you're always looking at authentic, reproducible numbers. Nothing is stored on the server.
What it checks
- Allocation — drift from your target split, using only valued assets.
- Concentration — where a single stock or fund is an outsized bet, including hidden overlap between funds.
- Fund quality — each fund against its own legal benchmark, on matched periods.
- Manager & cost — manager changes and expense drag that quietly affect returns.
AI is optional
Turn on AI and it interprets the deterministic evidence in plain language — it never invents facts or gives advice, and before anything is sent you see exactly what leaves the device.