Analyze Your Portfolio
Upload your statement or enter holdings manually. Works with any country, currency, or asset class — including crypto.
Not ready to upload yet? Try the analyzer with sample data first — no upload required.
See sample report →Drag & drop your portfolio file
or click to browse
Any financial statement from your broker, fund platform, or exchange · max 1 MB
AI applies your country's tax rules, account types, and regulations (401k, ISA, CPF, Super, etc.)
The more you share, the more personalised your report will be. All fields are optional.
AI commentary · not financial advice
AI-Powered Portfolio Analysis — How It Works
AI-powered portfolio analysis uses artificial intelligence to read your holdings and instantly tell you how healthy, diversified and risk-balanced your investments are — work that used to take an analyst hours. WealthLenseAI reads your brokerage statement (PDF, CSV or Excel) or holdings you paste into chat, then returns a 0–100 portfolio health score in under a minute.
Beyond the score, the analysis breaks down your asset allocation across equity, debt, gold, cash and crypto, flags mutual-fund overlap where two funds hold the same underlying stocks, highlights concentration risk, and produces personalised, country-aware recommendations. It works for investors in India, the USA, the UK, Singapore, Australia and beyond — with currency and tax context that matches where you invest.
There is no sign-up wall to run an analysis and the tool is free. Your statement is processed to generate the report and PII is scrubbed before anything is sent to the AI model — the analysis is educational and is not financial advice.
Portfolio health score
A single 0–100 number summarising diversification, risk and allocation quality, with the reasoning behind it.
Asset allocation breakdown
See your true split across equity, debt, gold, cash and crypto — and whether it fits your goals.
Mutual fund overlap check
Detects when funds duplicate the same underlying holdings so you can avoid hidden concentration.
Personalised recommendations
Country-aware, plain-English suggestions to rebalance and reduce risk.
Frequently asked questions
What is AI-powered portfolio analysis?
It is the use of AI to automatically evaluate an investment portfolio — scoring its health, mapping asset allocation, detecting fund overlap and concentration risk, and suggesting improvements — in seconds rather than hours.
Is the AI portfolio analyzer free?
Yes. You can analyse your portfolio for free, with no sign-up required to run the analysis. Signing in only lets you save reports to your account.
What can I upload to analyse my portfolio?
You can upload a brokerage or mutual-fund statement as PDF, CSV or Excel, or simply paste your holdings into the chat box. The AI extracts the holdings automatically.
Which countries does the portfolio analysis support?
India, the USA, the UK, Singapore and Australia have dedicated tax and currency context, and other countries are supported with general analysis.
Is my financial data safe?
Personally identifiable information is redacted before any data is sent to the AI model, reports are visible only to you, and we never sell your data.