Swintenel
How it worksSample reports
New scan
Swintenel

Product

Start hereSample reports

Company

AboutContactFeedback

Legal

PrivacyTerms

Informational only · Not investment advice

Swintenel
Portfolio checkup

Your book

What you own

Read more

Largest lines: SOFI (45%), COIN (35%), MSFT (20%). Second thread: crypto risk appetite (~35%). SOFI: Price assumes ~3.4× recent revenue growth.

Largest positions

Top holdingSOFI45%

SOFI · 45% of the book

Sector mix

Top sectorFinancial Serv…80%

Financial Services · 80% of the book

Speculation

66%

$25,236

Fundamentals

17%

$6,607

Growth

16%

$6,157

As of Sep 19, 2026 · 3 holdings

This book

Checking this book…

Touched this book

  • SOFISoFi Technologies' Next Moat Is Emerging
  • SOFISoFi Technologies Firing On All Cylinders - Discounted Profitable Growth Prospects

This week on your book

Nothing dated this week on names over 5%.

Risk shape

What you're actually betting on

You're a speculation-led book — mostly financials, some large tech — and one shared thread touches nearly half of your money — enough to feel, not enough to be the whole book.

  • Grouped by sector

    SOFI, COIN, MSFT

    100%~$38k

A price-correlation tool may call some names diversifiers. Correlation measures how stocks move; your risk lives in why they would fall. Most of the book shares "Financial Services".

Email me this book

We’ll email a book link you can reuse, plus a one-time sign-in. No password. Later mail uses the same book.

https://swintenel.com/report/finance-fintech

This URL is the book. The email has the same link so you do not have to copy it now.

Portfolio analyst

High-speculation mix · SOFI+COIN+MSFT · 66% speculation

From your scan

  • No names in this book report in the next 14 days (earnings calendar checked).
  • Your book moves 1.5× Nasdaq, short-USD.
  • In past nasdaq drawdown window episodes, books like yours fell ~10.1% over 3 months (base rate, not a forecast).
Descriptive context only — not investment advice. Swintenel never recommends trades.
Swintenel

Product

Start hereSample reports

Company

AboutContactFeedback

Legal

PrivacyTerms

Informational only · Not investment advice