Portfolio Analysis
Enter your portfolio or simply upload it — every position gets rated, plus a diversification check and concrete action items. Compact for €2, Pro for €10.
Your Portfolio — professionally analysed by real AI
In 60 seconds: individual rating for every position, diversification check, risk analysis, and 5 concrete action points.
Enter your portfolio
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CSV, PDF or Word · Max 5 MBPortfolio export (Parqet, Scalable, Trade Republic, comdirect …), account statement as PDF or Word
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Personal Expert Report
Want to go deeper? Your entire portfolio reviewed position by position — prepared individually, including answers to your questions.
By purchasing you accept our Privacy Policy. Not investment advice — independent informational analysis.
How the AI portfolio analysis works
Enter or upload your portfolio
List your positions one per line — name plus quantity — or upload them, and the engine rates every holding individually before looking at the portfolio as a whole. You get a position-by-position assessment plus a view of how the parts fit together, in about a minute for the instant analysis.
What the analysis covers
Each position is rated on fundamentals, then the portfolio is checked for diversification and concentration risk — too much in one stock, sector or region — alongside cost and tax notes and concrete action items. The goal is to turn a list of holdings into a clear picture of what is working, what is fragile, and what to do next.
Diversification and concentration risk
Most retail portfolios are far less diversified than they feel: a handful of correlated tech names, a home-country bias, or an oversized single position. The analysis quantifies these clusters so you can see your real exposure, then suggests where trimming or broadening would reduce risk without chasing returns.
Compact, Pro and the personal report
The compact analysis (€2) gives the headline diversification check and per-position ratings. Pro (€10) expands every section. For a fully written review of your entire portfolio — position by position, with a 12-month plan and answers to your questions — the personal expert report (€50) arrives as a PDF within seven business days. All one-time payments, no subscription.