What it does
Portfolio X-ray is a daily monitoring brief for individual investors that tracks what changed in a portfolio since the previous snapshot, checks holdings against a user-defined rulebook, and flags what needs attention or cannot yet be verified. It reconciles broker figures against live market data, evaluates hard limits, freeze conditions, and circuit breakers, and presents a structured report without placing or recommending any orders. Users can import holdings via screenshot or CSV without connecting a brokerage account.
Use cases
- Reviewing whether any personal investment rules — such as position size caps or cash floor limits — changed state overnight, so no manual scanning is needed.
- Checking portfolio reconciliation after market close to confirm that broker figures match the sum of individual holdings exactly.
- Monitoring upcoming earnings and macro data releases for held positions over the next 30 days.
- Assessing market regime context — such as yield levels, credit spreads, and VIX — alongside holding-level moves to distinguish company-specific events from broad market drift.
- Tracking true sector exposure across direct holdings and ETF components combined.
Who it is for
- Self-directed retail investors who manage their own portfolios and want a structured daily review without using a full trading platform.
- Rule-based or systematic investors who maintain a personal investment policy and want automated state-checking against their own defined limits.
- Buy-and-hold investors holding a small number of ETFs and individual stocks who want a clear reconciliation and risk summary rather than active trading tools.
Alternatives and comparison
The page lists TradingView, TrendSpider, Trade Ideas, and Tickeron as named comparisons. All four are broader trading or charting platforms with active signal or scanning features, while Atradian positions itself narrowly as a read-only daily brief that checks a personal rulebook and reconciles broker figures without implying any order.
- TradingView
- TradingView is a charting and screening platform focused on technical analysis and real-time price data; Atradian positions itself as a daily rulebook-checking brief rather than a charting tool.
- TrendSpider
- TrendSpider emphasises automated technical pattern recognition and backtesting; Atradian focuses on portfolio-level rule monitoring and reconciliation rather than chart-based signal generation.
- Trade Ideas
- Trade Ideas is oriented toward active trading and intraday scanning; Atradian targets a monitoring-only workflow with no order capability and a longer-term portfolio lens.
- Tickeron
- Tickeron offers AI-generated trade signals and pattern recognition; Atradian stresses verifiable, deterministic rule states and flags what cannot be confirmed rather than generating forward signals.