How It Works Methodology Pricing

Subscriber Report Upload Portfolio Manage Subscription

How It Works Methodology Pricing Manage Subscription

Pro Subscribers

Portfolio Analysis

Enter the email associated with your subscription to access portfolio uploads and on-demand analysis.

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A Pro Feature

Personalized portfolio analysis is available to Pro subscribers. We couldn't find an active Pro subscription for .

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Step 1

Upload Your Portfolio

Upload a CSV export from your brokerage account. Select your brokerage below so we can parse the file correctly.

Brokerage

Don't see your brokerage? Contact us and we can add support for it.

Portfolio CSV (max 1 MB)

Portfolio uploaded successfully. Your analysis will be included in the next monthly report.

Step 2

Run Your Analysis

Scheduled analyses run automatically on the 25th of every month. You get one analysis per month — or run it now on demand.

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