Upload a holdings file (Excel, CSV or PDF). The file is read entirely in your browser,
its data extracted in memory, and the file is released immediately — nothing is saved,
uploaded, or stored. You then get exposure, concentration, risk and a Brinson performance attribution
against an automatically identified benchmark.
1 · Upload portfolio file
Drag & drop, or browse
.xlsx · .xls · .csv · .pdf — processed in memory, never stored
File read in memory and released — nothing was stored.
2 · Review & edit holdings
Correct any mis-read rows before analyzing. Market value drives weights; the ticker drives live pricing,
returns and sector look-through. Leave a cell blank if unknown.
Total: —
%
Analyze fetches real market prices, returns and risk as of the date above (only ticker symbols are sent — never values or account). If market data is unavailable, it falls back to cost-basis returns. Sector exposure is built from the Sector column above — toggle it on to include it.
Results for
Snapshot
—
Trailing returns portfolio vs. benchmark · YTD cumulative, 1Y+ annualized
YTD
1Y
3Y
5Y
10Y
Risk
1Y
3Y
5Y
Asset-class exposure
Asset class
Weight
Value
Sector exposure
Sector
Weight
Value
Concentration
—
Risk dissection
—
A full risk-adjusted profile of the current holdings, built from daily total-return history vs. the index-replicated benchmark.
Growth of $10,000 portfolio vs. benchmark
Drawdown underwater curve
Holdings — trailing returns
Last close is the holding's price as of the chosen date; returns are each holding's own market total return (annualized for 1Y+). “—” where a fund's history is shorter than the window.
Holding
Weight
Last close
YTD
1Y
3Y
5Y
10Y
Benchmark & performance attribution
Benchmark
Window
Benchmark: —
%
Shown by macro class (Equity / Fixed Income / Alternatives) — click a row to drill into its
sub-classes, where benchmark weights/returns are editable to match your policy. Each parent is
the exact sum of its children; Allocation + Selection + Interaction reconcile to the excess return.
Segment
Port wt
Port ret
Bench wt
Bench ret
Allocation
Selection
Interaction
Total
Contribution to return
1Y
Each holding's share of the portfolio's return — weight × period total return. Top contributors and detractors are what actually moved the book.
Holding
Weight
Return
Contribution
Share of total
Efficient frontier
Correlation matrix
Portfolio manager insights
Analysis
For illustrative purposes only. Trailing returns, risk and sector look-through are built
from best-effort end-of-day market data as of the date you select, applied to your current holdings — a
hypothetical analysis, not the account's realized track record. Benchmark weights and returns are editable
assumptions. Outputs are estimates, are highly sensitive to the inputs, and are not a guarantee of future
results. This is not investment, tax, or legal advice — clients should consult a qualified professional
before acting.