PORTFOLIO ANALYZER · PUBLIC BETAYour investments.
Your investments.
A clearer picture.
See the account, currency, sector and position breakdown of your holdings. Your numbers stay in your browser.
Local CSV importNo brokerage loginNo saved portfoliosNo investment score
Start analysis HOW IT WORKS
Three steps. One useful report.
- 01Add holdingsEnter positions or import a CSV locally.
- 02Check the detailsReview account, FX and price inputs.
- 03Explore your allocationSee descriptive portfolio metrics without ratings.
Educational analysis only. No personalized buy/sell recommendations.
Scope of this beta: Manual entries and CSV files are processed in your browser memory, not uploaded. Screenshot extraction, brokerage-specific CSV conversions, live quote lookups, ETF constituent overlap, and automated sector enrichment are not available. Your sector and geography selections describe your entries, not the ETF's underlying holdings. No analysis is retained when this page closes.
Enter or import holdings
For accounts at Wealthsimple, Questrade, IBKR, RBC Direct, TD Direct, Scotia iTRADE, BMO InvestorLine, CIBC Investor's Edge, Disnat or other brokers: use manual entry or convert to the CSV template below. Native broker exports are not automatically supported.
1 holding(s). Changes to an analyzed portfolio invalidate the prior report until you confirm again.
Review and confirm your holdings
Every entry remains editable before analysis. Price and annual distribution values are not fetched. FX conversion is entered manually; no currency data is transmitted.
Fields to review
- Row 1 (untitled): ticker, shares, price
Privacy: entries are processed locally in memory and are cleared on page close or reload. They are not uploaded by this feature, and it does not create a user account, saved portfolio or report database. General page-view analytics and web-host logs may still operate as described in our privacy policy.