Upload your portfolio
A screenshot, a PDF export, a CSV, an Excel file or a DOCX. We read the holdings, fetch the market data and build the risk report, including the written review.
Portfolio content is sent to the model provider for extraction and commentary. How your data is handled.
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Three analyses a week, saved portfolios, and the PDF report.
Upload Statement
Paste a broker statement, a table or plain ticker and weight pairs.
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Extracting text
AI-Powered Portfolio Extraction
Upload your brokerage statement and our AI will automatically extract:
- Stock positions and quantities
- Purchase dates and cost basis
- Cash balances
- Historical risk analysis
Extraction Results
High Confidence--
Holdings Found
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Total Value
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Cash Balance
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Statement Date
Extracted Holdings
| Ticker | Name | Shares | Price | Market Value | Cost Basis |
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