Thank you for your interest in the Reality Shares Advisors premium Portfolio Scorecard analysis service.
Please upload your portfolio within the first five business days following the end of each month, and Reality Shares Advisors will provide you with a custom-tailored Portfolio Scorecard including the following detailed analysis:
1. Dividend payment health and sustainability based on our proprietary DIVCON rating system
2. Sector composition and directional trends using our proprietary Guard Indicator
3. Back-testing of the portfolio vs. the S&P 500 and our DIVCON indexes
Note: If Reality Shares Advisors does not receive an updated portfolio within the first five business days following the end of the month, the analysis will be performed on the most recently provided portfolio. DIVCON analysis can only be provided on individual U.S.-listed dividend-paying stocks and ETFs with underlying portfolios consisting of U.S.-listed dividend-paying stocks.
Please include ticker symbols and share quantities for each holding in your portfolio. Reality Shares Advisors can accept .xls, .xlsx and .csv Excel file types. File size limit is 100MB.
Click here to view a sample portfolio file.
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