Portfolio Analyzer
Upload your portfolio — get deep AI analysis with specific hold/sell/add recommendations
Drop your portfolio file here
CSV or Excel (.xlsx) · Max 5MB
Columns needed:
Ticker, Quantity, Buy Price (and optionally Exchange)
Need a template?
Parsed Holdings (0 stocks)
| Ticker | Exchange | Qty | Avg Buy Price |
|---|
🎯 Analysis Context (optional but recommended)
Will fetch live prices + run comprehensive AI analysis
Stock-by-Stock Verdict
| Ticker | Current Price | Avg Buy | P&L | P&L % | AI Verdict | Conviction |
|---|
◈ Deep Portfolio Analysis Groq LLM
💬 Ask follow-up questions Groq LLM