Get educational insights into your portfolio's allocation, diversification, and alignment with your goals and risk tolerance—in under 5 minutes.
Investment Portfolio Analyst is a free portfolio analysis tool that helps self-directed investors understand their holdings through AI-powered educational reports.
Works on desktop or mobile device
Watch how easy it is to upload your portfolio and generate an educational report
Your free report is designed to help you understand what you own and how it fits your stated goals
A structured summary of your objective, time horizon, risk tolerance, drawdown comfort, and constraints.
A snapshot of your stated views on rates, inflation, market sentiment, and growth.
Positions, total value, and asset-class breakdown.
A plain-English assessment of how your current allocation matches your goals and risk tolerance.
Objective, horizon, risk tolerance, constraints
Positions, market value, asset allocation breakdown
How your allocation compares to your stated goal and risk level
Where you may be overexposed
How your mix compares to common market benchmarks
Next steps + questions to discuss with an advisor
Yes. A free plan is available and you can generate an educational report without a credit card.
No. Investment Portfolio Analyst provides educational analysis only and does not provide personalized investment, tax, or legal advice.
Yes. Narrative explanations are generated using an AI language model (currently GPT‑4o) based on the information you provide and our analysis framework. Outputs may be incomplete or inaccurate—please verify and consult a professional.
Nothing is required—you can type your holdings in manually (ticker + market value), with the option to upload a CSV/XLSX portfolio file instead.
Most users finish in under 5 minutes.
We aim to protect user data and limit access. Review our Privacy Policy and Terms for details.
This tool provides educational analysis only and does NOT constitute personalized investment, tax, or legal advice. You remain responsible for your own investment decisions. Please consult a qualified financial professional before taking any action.