Anonymous portfolio X-ray
See what your holdings reveal
Add up to 200 holdings by name, ISIN or ticker, paste a list, or upload a CSV. We assess evidence coverage, not portfolio health, suitability or tax outcomes.
Your holdings
HoldingNumber of shares
Currency and date
This is used for the analysis below. Saving it later adds these holdings, with the share counts you enter, to your account. Without local-storage consent this page keeps your holdings only while it is open. Signing in to save keeps them on this device until you are back.