RoastMyFolio
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Your portfolio,
held to account.

A retired investment banker's desk at dusk with a market chart on screen, a leather notebook and pen, and a city skyline through the window

ROASTMYPORTFOLIO — NOW ON iPHONE

Snap a screenshot of your brokerage app and The Banker — a retired Wall Street analyst with three decades on the desk — reads it cold. A 0–100 Portfolio Health Score, five scored findings, and a Recovery Plan. No mockery, no hype. Just the numbers.

Download on theApp Store

FIRST ROAST FREE · $2.99 ONE-TIME · NO SUBSCRIPTION

NO SIGNUPSCREENSHOT INON-DEVICE HISTORY
Roast Reader
📈 The Banker61Portfolio Health Score

High-Conviction Tech Concentration

Concentration16/20

AAPL + NVDA = 54% of book

Diversification & Overlap13/20

SPY ≈ VOO ≈ IVV

Holding Quality & Timing15/20

Chasing momentum

Fees & Cost Drag10/20

0.41% vs 0.07% baseline

Behavioral & Structural18/20

Steady hands, few trades

Recovery Plan4 steps · unlock with one tap

WHAT YOU GET

Screenshot in, report out

OCR reads your brokerage screenshot — no manual entry, no account, no broker login.

0–100 Portfolio Health Score

One headline number, summed from five findings scored out of 20 each.

Five scored findings

Concentration, diversification & overlap, holding quality & timing, fees & cost drag, behavioral signals.

Fees, quantified

Names the exact annual expense-ratio gap vs. a 0.07% passive baseline, compounding over time.

History on your device

Roasts persist locally and read offline — past the backend's 24-hour cache.

One-time, not a subscription

$2.99 unlocks the full report. No recurring charge, ever.

HOW IT WORKS

01

SNAP OR PASTE

Screenshot your brokerage app, or type your holdings. OCR does the rest.

02

THE BANKER READS IT

A retired Wall Street analyst reads it cold — numeric, unsparing, evidence-led.

03

SCORE + RECOVERY PLAN

A 0–100 score, five findings, and four concrete portfolio concepts to research next.

// PRICING

Your first roast is free. After that, $2.99 — once per report.

No subscription, no upsell, no account. Pay once, unlock the full report instantly — it’s already written, so there’s nothing left to wait for.

Download on theApp Store

QUESTIONS

Is the iPhone app really free?

Your first roast is free. After that, a single one-time $2.99 unlocks each full report — no subscription, no recurring charge, no account.

How does the 0–100 Portfolio Health Score work?

Five findings — concentration, diversification & overlap, holding quality & timing, fees & cost drag, and behavioral signals — each scored out of 20, summed to one 0–100 number.

Can I upload a screenshot of my brokerage app?

Yes. OCR reads the screenshot and extracts your positions, so there's no manual data entry. You can also paste your holdings directly.

Do I need to create an account?

No signup and no email required. Your analysis history is saved on your device and reads offline.

Is my data private?

Yes. Analytics are opt-in and off by default, and are not linked to you. There is no tracking. See the privacy policy for details.

// GET THE APP

The analyst is in your pocket.

Download on the App Store. Your first roast is free.

Download on theApp Store