KR
KRISHA
Knowledge-Rich Investment Screening, Heuristics, and Analysis
Orientation
Guide
Checking the health of your current portfolio
Use a holdings review when you feel stuck, overloaded, or unsure which names deserve attention.
A portfolio review is useful when your holdings have grown messy and you need a structured second pass. The goal is not to trigger panic selling; it is to separate the names that deserve a slower thesis review from the ones that still look stable.
Key points
What to keep in mind
- Upload your holdings to identify names that deserve deeper review, not automatic exits.
- Look at repeated weak signals across multiple holdings rather than reacting to one line item.
- Pair the review with your own thesis, time horizon, and risk tolerance.
Practical checklist
How to apply this guide
- Check whether weakness is isolated to one name or repeated across several holdings.
- Separate long-term core holdings from tactical positions before acting on any review note.
- Write down why you own each major position before comparing it with the KRISHA output.
Common mistakes
What usually goes wrong
- Reacting to one weak-looking line item without checking your original thesis.
- Ignoring position sizing and focusing only on whether a stock appears weak or strong.
- Forgetting that taxes, costs, and personal goals sit outside the research engine.
Why this matters
Use AI market research as a filter, not a shortcut
These guides are meant to help users compare names more deliberately, reduce noise, and use AI stock research as a first-pass screening tool rather than a substitute for judgment.
Go next