Your portfolio is more concentrated than you think.
Upload your holdings. Get AI-powered analysis that shows you what institutions see — hidden thematic exposure, real concentration risk, and the scenarios that will hurt you.
See a real AI analysis in 60 seconds — no account needed.
Get weekly market insights
Join 127 investors getting free weekly intelligence on portfolio risk, sector trends, and market signals.
Free weekly. No spam. Unsubscribe anytime.
Three steps to institutional clarity.
Upload Your Portfolio
Drop in a CSV of your holdings or type in tickers manually. We support stocks, ETFs, and mutual funds. Takes 30 seconds.
Get AI Analysis
Our AI cross-references institutional filings, earnings calls, macro data, and sector correlations. Full report generated in under 60 seconds.
See Your Thematic Exposure
Visualize exactly which macro themes are driving your returns — and which ones have hidden risk you didn't know you were taking.
Real analysis. Not generic charts.
This is what your portfolio analysis looks like. See the full interactive sample.
See a Sample Analysis →Institutions spent billions building proprietary analytics. The Rock Report brings that same analytical rigor to everyday investors — without taking custody of a single dollar.
Five tools. One dashboard. Zero guesswork.
AI Research Reports
Weekly and daily intelligence briefings analyzing thousands of data points across earnings, sentiment, macro trends, and sector flows. Clear, actionable, written in plain English.
Portfolio Analyzer
Upload your holdings via CSV. Get instant breakdowns of concentration risk, sector exposure, correlation clusters, and how your portfolio stacks up against institutional benchmarks.
Risk Simulator
Stress-test your portfolio against historical crashes, rate scenarios, and macro shocks. See projected drawdowns before they happen — not after.
What-If Scenarios
Model rate hikes, sector rotations, geopolitical events, or bull runs against your actual holdings. Make decisions with foresight, not hindsight.
Thematic Opportunity Maps
Visual maps of emerging trends. See where capital is flowing before the crowd catches on. Updated weekly by AI analyzing institutional filings, earnings calls, and macro data.
Institutional intelligence. Individual pricing.
Essential market intelligence for self-directed investors. Pays for itself with one better trade.
- Unlimited weekly AI research reports
- Portfolio analyzer (1 portfolio)
- Thematic exposure map
- Email briefings
- Concentration risk alerts
Full analytical suite for serious investors who need to know what's coming before it happens.
- Daily AI research reports
- Portfolio analyzer (5 portfolios)
- Risk simulator (stress testing)
- What-if scenario modeling
- Full thematic opportunity maps
- Priority support
Maximum depth for power users, RIAs, and professional money managers.
- Everything in Pro
- Unlimited portfolios
- Custom scenario builder
- API access
- White-glove onboarding
Find out what your portfolio is really exposed to.
Upload your holdings. Get institutional AI analysis in 60 seconds. No brokerage connection needed.
See a Sample Analysis →Want launch updates and early access?
The Rock Report provides market intelligence and educational tools for informational purposes only. Nothing on this platform constitutes financial advice, investment advice, trading advice, or any other sort of advice. We do not hold, manage, or have custody of any user funds. All investment decisions are made by you, in your own brokerage accounts. Past performance of any analysis or signal is not indicative of future results.