How to Download Your Portfolio Statement (Any Country, Any Broker)

Why You Need Your Portfolio Statement

A portfolio statement is a document from your broker, fund platform, or exchange that lists all your holdings: what you own, how many units or shares, and the current value.

It's the starting point for any serious portfolio review. Without it, you're guessing — not analyzing.

How to Get Your Statement

Most brokers and fund platforms offer statement downloads in PDF, CSV, or Excel format. Here's where to look:

If you invest in mutual funds / ETFs

• Log in to your fund platform or broker account

• Look for "Reports", "Statements", or "Portfolio" in the menu

• Download a "Consolidated Account Statement" or "Holdings Report"

• Choose PDF or CSV (both work for analysis)

If you hold stocks

• Log in to your brokerage account

• Navigate to "Portfolio" or "Account Statements"

• Download the holdings summary or transaction history

• CSV format works best for detailed analysis

If you hold crypto

• Log in to your exchange (e.g., Coinbase, Binance, Kraken)

• Go to "Portfolio", "Wallet", or "Reports"

• Download a holdings or balance report

• Include all wallets for a complete picture

If you use a wealth management app

• Most apps let you export holdings as CSV or PDF

• Look for an "Export" or "Download" button in the portfolio section

What's in a Good Portfolio Statement

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Analyze Your Statement in 30 Seconds

Once you have the file, upload it to WealthLenseAI. Our AI reads your financial statement and generates:

• Portfolio health score (0–100)

• Asset allocation breakdown

• Duplicate or overlapping holdings detection

• Specific, actionable recommendations

Supports PDF, CSV, Excel, and images. Works for investors in any country.