Free tool

Portfolio statement review

Upload your broker statement for an educational review with S&P 500 comparison. Log in required.

Log in to analyzeCreate free account

Supported brokers

Interactive Brokers

Available now

eToro

Available now

Saxo Bank

Coming soon

DEGIRO

Coming soon

What you get

  • Performance vs S&P 500 for the same period (1–5 stars, computed — not guessed)
  • Named period drivers, unrealized P/L context, and concentration / risk flags
  • Plain-language summary and considerations — educational only

We do not store your statement file. It is used only to run this analysis, then discarded. We keep the review result (summary, scores, and holdings snapshot), not the upload.

Educational and analytical context only — not financial advice. Investing involves risk; past performance is not indicative of future results.