Analyze Your Investment
Portfolio in Seconds
Upload your holdings and instantly detect concentration risk, sector imbalances, and allocation gaps. Get a clear structural breakdown with clear diversification insights.
Why Analyze Your Portfolio?
Most investors don't realize how concentrated their portfolio is until a single sector downturn erases months of gains.
Spot Concentration Risk
Identify when a single stock, sector, or region makes up too much of your portfolio before it becomes a problem.
Full Allocation Breakdown
See exactly how your money is distributed across tickers, sectors, countries, and asset classes in one view.
Diversification Ideas
When concentration risks are flagged, receive specific diversification ideas to rebalance across sectors and regions.
Three Steps to a
Clearer Portfolio View
Enter Your Holdings
Type in your ticker symbols and values, or upload a CSV file. Support for stocks, ETFs, real estate, and savings plans.
Run the Analysis
Our engine calculates weight distributions, detects concentration risk, and evaluates sector and geographic diversification.
Review & Act
Get a full structural report with risk flags, allocation charts, and specific suggestions to improve diversification.
Ready to see how your portfolio stacks up?
Enter your holdings and get a structural report in under 60 seconds.
Start Portfolio AnalysisBuilt for Every Investor
Whether you manage a few holdings or a complex multi-asset portfolio, the analyzer adapts to your needs.
Beginner Investors
Understand your portfolio structure for the first time. See if you are too concentrated in a single stock or sector.
Self-Directed Traders
Validate allocation decisions before executing trades. Catch sector drift and geographic overweights early.
Retirement Planners
Include 401k, pension, and real estate alongside equities for a complete view of your total net worth allocation.
Frequently Asked Questions
What does the portfolio analyzer check for?
The analyzer examines your holdings for concentration risk across individual tickers, sector overweights, geographic imbalances, and asset class gaps. It flags potential issues and provides diversification suggestions.
Is the portfolio analyzer free to use?
Yes. You can analyze your portfolio for free with no account required. Simply enter your holdings and run the analysis instantly.
What information do I need to use the analyzer?
You need each holding's ticker symbol (e.g., AAPL, VTI) and its current market value in USD. You can enter them manually or upload a CSV file.
Does the analyzer support real estate and savings plans?
Yes. You can add real estate properties and savings plans (401k, pension, superannuation) alongside stocks and ETFs for a complete portfolio view.
How is concentration risk calculated?
Concentration risk is measured by the percentage weight of each holding, sector, country, and asset class relative to your total portfolio. Holdings above recommended thresholds are flagged.
Is my portfolio data stored or shared?
Your data stays in your browser unless you choose to save it with a free account. We never share or sell your portfolio information.
Start Your Free Portfolio Analysis
No sign-up required. Enter your holdings, run the analysis, and get a full structural breakdown with risk flags and diversification suggestions.
Analyse My Portfolio Now