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Insight depthBalancedChange

Pick a portfolio personality

Pre-built books across sectors and wrappers, same scan engine. Each shows how Swintenel names your book, scores story risk, and surfaces what to watch.

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Messy retail mix

Balanced
51%speculation

THE MIXED RETAIL BOOK

AAPL18%
TSLA14%
MSFT12%
QQQ12%
Other names+6
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Energy / growth barbell

Balanced
28%speculation

THE ENERGY / AI BARBELL

XOM50%
NVDA50%
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Finance / fintech

Balanced
63%speculation

THE SOFI FINTECH BOOK

SOFI45%
COIN35%
MSFT20%
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Pharma / managed care

Balanced
22%speculation

THE HEALTHCARE CORE

LLY22%
UNH18%
JNJ16%
ABBV14%
Other names+3
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Industrials / defense

Balanced
18%speculation

THE INDUSTRIALS CYCLE BOOK

CAT22%
GE18%
HON15%
RTX15%
Other names+3
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Over-diversified retail

Balanced
36%speculation

THE EVERYTHING BOOK

AAPL8%
MSFT8%
NVDA7%
AMZN7%
Other names+12
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