Flexible
$4.99 / month
($59.88/year)
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.
Editable by design.Broker screenshots vary widely. Any extracted ticker, quantity or average price is shown back to you before it is used.