Portfolio Audit
Kenai Investments
•
Portfolio Audit
Up to 10 holdings • Diversification check
Portfolio Auditfor people who want a quicker second look.
Enter up to 10 holdings and your approximate portfolio weights. We’ll normalize the percentages and look for concentration, diversification, and sector exposure issues.
What you’ll get
A quick concentration check
Input
Up to 10 stocks or ETFs
Delivery
On-screen + emailed summary
✔ Diversification • ✔ Sector exposure • ✔ Educational only
The idea
Like a pre-flight check, a quick audit can catch concentration issues before they become bigger problems.
Why we built this
So people can get a faster read on diversification and decide whether a deeper review makes sense.
How it works
- • Enter your ticker symbols and approximate weights
- • We normalize the percentages if they do not total 100%
- • We review concentration, sector exposure, and basic holding data
Before you submit
This is an educational screening tool, not personalized investment advice. It is designed to help you spot issues worth a closer look.
Run your audit
Enter up to 10 holdings (stocks and/or ETFs) with approximate portfolio percentages. We’ll normalize weights and analyze diversification and concentration.
Total entered: 0% (we normalize if needed)
We’ll email you a copy of the audit summary.
Educational analysis only. Not personalized investment advice.
© 2026 Kenai Investments Inc.