Portfolio construction

One sentence in.
A whole portfolio out.

Describe the portfolio you want in plain English. We screen all 500 companies on trailing-twelve-month fundamentals, check every candidate against its own numbers, and size the positions in code — under caps you set. Then publish it, or keep it to yourself.

Build my first — free Read published portfolios — no account
Weights computed in code, never guessed by a model
Every holding checked against its own filings
Free to read, free to publish
500 companies screened on every single build
50+ fundamental factors, ranked against the sector and the whole universe
0 position weights chosen by a language model — every one is computed
100% of published portfolios free to read, no account required

The product

What you get in every portfolio

A basket that matches what you asked for

Your mandate becomes explicit screening thresholds, and the columns you see are the ones it filtered and ranked on — so you can check the basket against your own request.

Weights you can audit

Position sizes are computed, not opinions. Every cap hit and every redistribution is written into a construction log, so any weight traces back to the rule that produced it.

Every holding, down to the filings

Each candidate is assessed against its own numbers before it earns a place, and any holding opens into a full investment thesis with a citation for every claim.

A page of its own

Publish a portfolio and it gets a permanent public URL that anyone can read without an account. Or leave it private — that is the default, and you can change your mind either way.

The process

How it works

01

Describe the mandate

One or two sentences in plain English. What you want to own, what you refuse to own, and how concentrated you are willing to be.

02

The screen runs

All 500 companies, on trailing-twelve-month fundamentals. The basket is then reviewed for value traps, accounting artefacts and overlap, and each survivor is assessed on its own numbers.

03

Positions are sized, and it is yours

Weights are computed under your name and sector caps, with every adjustment logged. Read it, drill into any holding, and publish it if you want it read.

Included free

Per Share: per-share fundamentals

Per-share metrics, multiples, margins and sector comparables, computed on real financial statements — included in the free account.

Create an account to see Per Share

Inside every holding

Any position opens into a full thesis

A weight tells you how much. It does not tell you why. Click any holding and a team of agents reads its filings, assesses the business, values it across bear, base and bull cases and cites every claim — pinned to an analysis date, so nothing published after it can be used.

Questions

Frequently asked questions

What is Finnversion?

Finnversion builds stock portfolios from a plain-English mandate. You describe what you want — quality compounders with low debt, say, or income backed by free cash flow — and it screens 500 companies on trailing-twelve-month fundamentals, reviews the basket, assesses each candidate and sizes the positions under limits you set. Published portfolios can be read by anyone, free and without an account.

How is it different from asking a chatbot for stock picks?

A chatbot answers from memory and will happily invent both the companies and the weights. Finnversion screens a real database of filed financial statements, and the position sizes are computed in code, not chosen by a language model. Every cap applied and every redistribution is written into a construction log that travels with the portfolio, so any weight can be traced back to the rule that produced it.

Where does the data come from?

Filed financial statements for 500 companies — income statement, balance sheet and cash flow — plus market prices and sector classifications. Every flow metric is trailing twelve months, summed from four consecutive reported quarters, because the underlying data is quarterly and a single quarter is not a year.

Who chooses the position weights?

Code, not a model. You pick a base scheme — equal weight, inverse beta, or equal weight tilted by conviction — and the result is normalised under your per-name and per-sector caps. A model may contribute a conviction score for a holding, and that score can move a position by at most a quarter in either direction. It can never dominate the basket.

Do you show past performance or backtests?

No, and it is worth being plain about why. Finnversion has no historical price series, so it cannot honestly compute a return, a Sharpe ratio or a drawdown — and it will not print numbers it cannot stand behind. What it shows is what a portfolio is made of today and why each name is in it. A daily price history has been accumulating since August 2026 and will eventually make real risk measurement possible.

Can I dig into an individual holding?

Yes. Any holding opens into a full single-company investment thesis: the filings read, the business assessed, a valuation across bear, base and bull cases, and a citation for every claim. It is pinned to an analysis date so nothing published after that date can be used.

Is Finnversion financial advice?

No. Finnversion produces research and analysis for informational purposes only. It is not personalised investment advice, no portfolio it builds is a recommendation, and you remain responsible for your own investment decisions.

Is there a free plan?

Reading any published portfolio is free and needs no account at all. Creating an account gets you your first portfolio free, plus credits to drill into its holdings, with no card required. The Per Share fundamentals tool is free as well.

First portfolio free · no card required

You do not invest in
one stock.

Describe what you want to own. Get a whole portfolio, sized and explained.

Build my first portfolio