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Pro · Weekly Portfolio Reports

See what stands out in your portfolio
— every week

Get a clear weekly breakdown of your portfolio, biggest risks, and areas to review — delivered every Monday.

Most portfolios are taking more risk than their owners realise.

Do you know this about your portfolio?

Most investors can't answer these without looking it up.

🎯

What is your biggest concentration risk right now?

Your weekly report answers this.
📊

Which holding quietly dominates your returns?

Your weekly report answers this.
📅

What changed in your portfolio this week?

Your weekly report answers this.
🔧

Which areas of your portfolio may need attention?

Your weekly report answers this.

This is what you'll see every week

What changed this week. Where your biggest risks are. What to research next.

Sample Weekly Report
Week ending Mar 14
What changed this week
Portfolio Value
$142,830
▲ +$2,140
+1.52% this week
Holdings
12 assets
Portfolio Score
B+ (74/100)
Weekly Winner
NVDA +8.3%
Weekly Loser
COIN −4.1%
Your biggest risk
Risk Alert
Top 3 holdings = 58% of portfolio. Concentration above healthy threshold.
Areas to research next
Strategic Opportunity
Broad market ETF exposure is one approach to reducing single-name concentration — illustrative only, not a recommendation.
Profit Strategy
NVDA at 28% — approaching review threshold. Consider gradual rebalancing.
Sample report — your report uses your actual portfolio data
Delivered every Monday

What you get every week

Not a dashboard. A weekly system that keeps you informed.

See
See exactly how your portfolio performed this week
Weekly value and percentage change
Winners and losers — instantly visible
No spreadsheets, no manual tracking
1 / 4
Understand
Understand where your biggest risks are right now
Concentration and diversification score
Early risk signals per holding
Clear portfolio grade — A through F
2 / 4
Act
See which areas of your portfolio may need attention
Portfolio observation matched to your holdings
Profit Strategy commentary — hold, rebalance, or review
Contextualised to your goal and risk tolerance
3 / 4
Track
Track how your portfolio is improving over time
Week-on-week performance history
Portfolio score progression
Build a smarter process — not a one-off check
4 / 4
The alternative

Without a system, you're guessing

✕You don't know your biggest risk until it's already hurting performance.
✕You miss the changes quietly shifting your portfolio each week.
✕You react to noise instead of making structured decisions.
✕You have no repeatable system — only reactions.
The alternative

With Investment Architect

Every week, go from guessing to having clear portfolio visibility.

✓You know your biggest risk — before it becomes a problem.
✓You see exactly what changed in your portfolio this week.
✓You can see which areas may deserve attention — and why.
✓You have a repeatable weekly process that improves your portfolio over time.

This is your weekly investing system

What happened. What matters. Areas to consider next — every Monday.

What happened this week
Where your risks are
What to research next
How you're improving

Simple pricing, clear value

Pro Plan
$14.99/month
✓Weekly portfolio report every Monday
✓Risk alerts and concentration analysis
✓Portfolio observations — matched to your holdings
✓Profit Strategy commentary
✓Portfolio Score + personalized improvement tips
✓Financial Freedom Tracker
Cancel anytime · No lock-in
⚡ Next report goes out Monday

Investment Architect provides general information and analytical tools only. We do not provide personalised financial advice, financial recommendations, or investment advice. Nothing on this platform should be interpreted as a recommendation to buy, sell, or hold any financial product. All investment decisions are made at your own risk. You should consider seeking advice from a licensed financial adviser before making any investment decisions.