Portfolio Advisor
Review portfolio ideas for plans held over weeks or months. Each suggestion shows the data, estimated costs, and risks behind it.
Long-term guidance · no day trading
Built for decisions held for weeks or months
The Advisor uses daily or weekly price data, cautious position sizes, waiting periods, trading limits, and estimated costs. These estimates can be wrong and cannot guarantee results. MoatCheck never sends trades to a broker.
30 to 365 days
This time frame helps avoid reacting to short-term price swings.
Risk and trading costs
Position limits, past losses, and estimated trading costs are included.
You stay in control
Each formal proposal is saved for your review; inspect assumptions before acting.
What you do
Choose your saved portfolio in the top bar. Then preview the advice. If it looks useful, save it for review.
Previewing does not save anything or send an email. Saving keeps a copy and sends a notification to your account email.
What the Advisor does
It reviews recent price history, estimates a possible allocation, and shows how risk and trading costs may change.
It is designed for plans held over weeks or months. It does not buy, sell, or place orders.
Loading your portfolios
Select a saved portfolio in the top bar, or create one in My Portfolio.