IN PLAIN ENGLISH
A 0–100 blend of four measures of how your portfolio is built, chosen and weighted by your investor profile.
WHERE YOU MEET IT
The Portfolio Health widget on your dashboard lists the four measures and their weights.
WATCH OUT FOR
It sees a fund only as far as its sector mix and ten largest holdings; investment trusts still count as one Unknown holding.
EXPLAINED IN
Educational content only. It is not personal financial advice.