Portfolio analysis across every account

See how your investments work together—not as separate brokerage statements. Lux IPS combines connected accounts into one clear view of allocation, concentration, diversification, and behavioral risk.

A whole-portfolio view, without moving your money

Lux IPS connects to supported brokerage data through read-only access. It analyzes the investments already in your accounts so you can see overlapping holdings, unintended concentration, and where your portfolio may have drifted from the plan you meant to follow.

What the analysis helps you understand

Account aggregation

Review supported brokerage accounts together instead of judging each one in isolation.

Allocation

See how stocks, bonds, cash, alternatives, sectors, and geographies shape the whole.

Concentration

Find duplicated exposure and positions that may carry more weight than they appear to.

Lux Score

Turn several portfolio signals into a simpler view of overall portfolio health.

Behavioral context

Notice patterns that can encourage reactive or inconsistent decisions.

HOW LUX IPS USES THE RESULT

From portfolio data to a calmer next decision.

LINA explains what the analysis means in plain language and connects it to your goals, risk preference, and Lux Guide principles. When allocation or rebalancing guidance is relevant, LINA asks for missing context first. The result is educational decision support—you remain in control.

Behavioral bias analysis

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