When your current portfolio feels unclear

Upload your holdings CSV when you are unsure which names still look healthy and which ones deserve a second look.

Situation matched Workflow clarified Read before acting

Where it fits Signals and expectations Reading help Next step

Where it fits

How to use this workflow

Start here if you want the shortest path from your current situation to the right KRISHA action.

Simple steps

Upload a holdings CSV from any broker only if you want a portfolio health check.
Read the holdings review before reacting to any single stock. The goal is to highlight what deserves deeper attention.
Combine the output with your own conviction, time horizon, tax context, and risk tolerance.

People who usually benefit most

Users who already hold stocks but feel stuck or uncertain.
People who want a calmer review before changing anything.
Anyone who wants a second opinion without chasing forums or tips channels.

Signals and expectations

Context first, then action

This is the practical decision layer: when the use case fits, what KRISHA should help with, and how to avoid over-reading the output.

Problem signals

Your holdings list has become too large or emotionally hard to review.
You are not sure which names still deserve conviction and which ones need a thesis check.
You want a cleaner second opinion before making any portfolio changes.

How the page should help

A structured review of which holdings deserve deeper attention first.
Signals that help you compare recurring weakness across names instead of reacting to noise.
A calmer workflow for triage, not a forced exit list.

How to avoid over-reading the output

Do not treat one weak note as a command to sell.
Your original thesis, taxes, and liquidity needs still matter outside the tool.
Use repeated patterns across holdings to set priorities for deeper research.

Reading help

Use the shortest explainer that answers the doubt

Do not stay on a generic use-case page when the real question is about methodology, interpretation, or blind spots.

How to read the result page

Start with the shortlist, then read uncertainty notes, then move into any deeper due diligence. That keeps the output useful without turning it into a rushed action list.

Open reading guide

What drives the shortlist

Read the factor and workflow note if you want more detail on momentum, relative strength, volatility, liquidity, and the main cautions for that market.

Read methodology

Understand confidence and blind spots

Use the deeper context page when you want clearer language around what a good-looking output still cannot tell you.

Open result context

Next step

Use KRISHA calmly

Open the main research page when you are ready. The goal is to decide what deserves deeper attention first, not to act on everything you see.

Check my holdings Read short guides