Scoring scale
0–49 Emerging Investor, 50–64 Growth Investor, 65–79 Advanced Investor, 80–100 Institutional Grade. Each tier maps to a benchmark portfolio profile we publish quarterly.
Data inputs
Inputs come directly from your saved analyses (cash flow, equity, LTV, market exposure) plus self-reported portfolio context. We never store data on our servers — everything lives in your browser.
Audit trail
Every Premium Report exports the component scores and the formula version that produced them so you can reproduce results year over year.