2,000 ft to 10,000 ft. Your holdings

Everything you hold, seen from above.

Type in your funds and their weights. IQ Dragon traces what each fund owns, shows where they run into the same water, and measures how high the highest ground stands.

This is a demo with example holdings. In your account you enter your own.

2,000 ft Holdings and overlap

Twelve funds, eight rivers, one figure for what repeats.

Each fund flows into the holdings groups it owns. Where two or more funds pour into the same group, the water turns teal: that money repeats a position the portfolio already holds. Change a weight and the map redraws.

Sheet 1 of 3. 2,000 ft. Example portfolio, twelve fictional funds Held by more than one fund Held once A fund you can selectA map of what you hold, not a forecast of where it goes.

Example holdings

Example data, fictional funds

Total 100% Adds up to 100%.

Example holdings. Computed in your browser. Nothing is sent. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.

10,000 ft Concentration and volatility

The highest ridge is where most of your money stands.

Above the ground line, each holdings group rises as tall as its share of the portfolio, with the teal core held more than once. Below it, a gold bar shows how much that group has swung over three years. Point at a group to read it.

Sheet 2 of 3. 10,000 ft. Example portfolio by holdings group Share of the portfolio Held more than once Three-year volatilityA map of what you hold, not a forecast of where it goes.

US mega-cap companies

Share of the portfolio: 26.9%
Held more than once: 19.7%
Funds that own it: 5 funds
Three-year volatility: 19%
Volatility it adds: 5.1 of 16.0 points

Of the portfolio's 16.0% weighted volatility, 5.1 points come from this group: its share times its three-year volatility.

Highest group: 27%; US mega-cap companies
Weighted volatility: 16.0%; Each group's three-year volatility, weighted by its share of the portfolio.

Example data. Volatility figures are illustrative. Past performance is not indicative of future results. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.

Two views Free and Premium

Free reads the ground. Premium asks what if.

A free account shows one aggregate risk score for what you entered. Premium adds scenario analysis: move one holding and see what changes before you touch a real account.

Free: one aggregate risk score

Example

51of 100

The score is the plain average of three readings, each on a scale of 0 to 100. Higher means more of your money repeats, stands in one place, or swings. It is 50.5 before rounding.

Overlap44.7%
Highest group26.9%
Volatility, against a 20% ceiling80

Weighted volatility of 16% is read against a 20% ceiling and capped at 100.

Example holdings and an example score. Past performance is not indicative of future results. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.

Premium: scenario analysis

Example, runs here on the demo

Scenario result, before and after
Reading	Now	What if	Change
Overlap	44.7%	44.7%	No change
Highest group	26.9%	26.9%	No change
Risk score	50.5	50.5	No change

Highest group stays US mega-cap. The other holdings keep their weights, so every reading is a share of the new total.

Example holdings. A scenario shows arithmetic on what you entered, not a forecast. Past performance is not indicative of future results. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.

Survey markers Watchlist thresholds

Put a line under a fund. Hear only when it crosses.

Pick a Dragon Score a fund on your watchlist should stay above. If it falls below your line, IQ Dragon sends you an alert by email, or by text if you opted in through the footer form on every page. Custom thresholds are part of Premium.

Your line

Example fund A, example data

Where the score stands. Read only

71Crossed

Example alertEmail, or text if you opted in

IQ Dragon: Example fund A, on your watchlist, is now at a Dragon Score of 71. That is below the line you set at 72. Reply STOP to cancel, HELP for help.

Example fund A is fictional. Past performance is not indicative of future results. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.

The only alerts IQ Dragon sends

A fund on your own watchlist crossed a threshold you set
Your portfolio health report is ready
The Dragon Score of a fund you saved changed
A billing, renewal, or payment-failure notice
A login or verification code
A reply to a support request you started

Example alertPremium health report

IQ Dragon: the health report for your portfolio is ready. Sign in to read it. Reply STOP to cancel, HELP for help.

Never tips, offers, trade ideas, or reminders. Texts go only to people who opted in, and STOP ends them.

Survey boundary What this view never does

It maps your holdings. It never reaches them.

No brokerage login: It never asks for brokerage credentials and never links to an account.
No trades: Nothing here buys, sells, or rebalances. A scenario is arithmetic, not an order.
Entered by hand: Holdings are the funds and weights you type in. Nothing is imported.
Nothing sent: Computed in your browser. Nothing is sent.

Enter your own holdings in a free account, or see what Premium adds.

Create free account Compare Free and Premium