Smarter portfolio insights — in seconds
Upload a simple CSV (ticker, shares/weight) and get a clean, interactive report with diversified risk, fundamentals, momentum, and 10‑year projections. Exportable, sortable, and built for clarity.
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Portfolio Summary
• Weighted score: 78.4
• Concentration (HHI): 0.142 [Moderately diversified]
• 5‑Year metrics: CAGR + Total now included
• Dividend yield (weighted): 2.1%
Insights
• Toggle: Portfolio Summary ↔ AI Portfolio Summary
• Sector Ideas with adjustable thresholds
Richer fundamentals
P/E, P/B, ROE, Profit Margin and D/E blended into a clear 0‑100 score, sector‑aware and easy to scan.
Momentum + risk
6‑month and 12‑month returns blended with volatility.
Sector ideas
Top names per sector with Total ≥ threshold. Weights and thresholds are tunable for your style.
About
AnalyzeMyPortfolio helps long‑term investors quickly assess portfolio quality and concentration, blending fundamentals, momentum, risk, and dividends into a clear picture. Upload a simple CSV and get an interactive report designed for focus and speed.