Drop in your holdings
Export holdings from any broker or your CAS as CSV, or paste rows below. Columns we look for: name / symbol and value (or quantity × price).
🔒 100% private — your file is read inside your browser only. Nothing is uploaded or stored anywhere.
Educational analysis of concentration only — not investment advice or a recommendation to buy or sell.
Portfolio X-Ray — Frequently Asked Questions
A tool to review your holdings — allocation, concentration and overlap — so you can see how diversified your portfolio really is.
Your review is handled with the same care as the rest of your account, and we never sell your data. See Safety & Security.
It is an educational diagnostic to prompt better questions. Your RM can help you interpret it in the context of your goals.
A periodic review — say quarterly, or after big market moves — helps keep your allocation aligned with your plan.