Analyze Your Portfolio

Upload your statement or enter holdings manually. Works with any country, currency, or asset class — including crypto.

Drag & drop your portfolio file

or click to browse

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Any financial statement from your broker, fund platform, or exchange · max 1 MB

Where are you investing from?

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.

Age

Annual Income

Risk Appetite

Investment Horizon

Financial Goals

I consent to my portfolio data being processed by AI providers (servers may be located in any region). The raw upload is processed in memory and discarded as soon as the analysis completes; only the AI-generated result is saved to my account. See our Privacy Policy.

AI analysis · not financial advice

Have questions about how this works? → FAQ