Full Access · Monthly
$4.99 / month
$59.88/year · 10 credits/tool monthly
Portfolio Genie
Start with what you already own.
Enter your current holdings or upload a screenshot from a broker or bank. Portfolio Genie will map the portfolio to the platform database, measure its current risk and sector exposure, and construct three alternative views around your preferences.
Manual entry
Enter holdings
Add ticker, number of shares and average purchase price. You can add or remove rows before continuing.
Image import
Upload a portfolio screenshot
Upload a holdings screenshot from IBKR, Charles Schwab, Robinhood, a bank or another platform. Automatic reading is best-effort, and you will always confirm the extracted holdings before analysis. Images are used solely for processing and are not stored by the Platform.
Editable by design.Your uploaded image is used only to extract holdings and is never saved as an image by the Platform. Any extracted ticker, quantity or average buying price is shown back to you for confirmation. Extracted data may be saved with your analysis.