Investment checkup
A concentration and fee scan over your real holdings — your fund fees benchmarked against a 0.05% index average, an asset-category breakdown, and no guessed numbers.
How it works
- 1Velira reads your real synced holdings — no questionnaire, no estimates of estimates.
- 2It flags single-name concentration and benchmarks your fund fees against a 0.05% index-fund average.
- 3Funds without a documented expense ratio are excluded, never guessed.
What you get
- Single-name concentration flags on your actual positions
- Fund fees benchmarked against a 0.05% index-fund average
- Asset-category breakdown of what you actually hold
- Runs on your real synced holdings, not a questionnaire
- Honest about coverage — unknown funds are excluded, never guessed
Common questions
What is Investment checkup?
A concentration and fee scan over your real holdings — your fund fees benchmarked against a 0.05% index average, an asset-category breakdown, and no guessed numbers.
How does Investment checkup work?
Velira reads your real synced holdings — no questionnaire, no estimates of estimates. It flags single-name concentration and benchmarks your fund fees against a 0.05% index-fund average. Funds without a documented expense ratio are excluded, never guessed.
What do I get with Investment checkup?
Single-name concentration flags on your actual positions; Fund fees benchmarked against a 0.05% index-fund average; Asset-category breakdown of what you actually hold; Runs on your real synced holdings, not a questionnaire.