Know Your Portfolio Risk
Upload a screenshot or export from any broker. Get an instant AI risk scorecard, sector exposure analysis, and actionable recommendations in seconds.
How It Works
Upload anything
Screenshot, PDF statement, or CSV export from Fidelity, Schwab, Robinhood, Vanguard — any broker works.
AI extracts your holdings
Claude AI reads your document, identifies every ticker, share count, and cost basis automatically.
Get your risk scorecard
Receive a 0–100 composite risk score, sector breakdown, concentration analysis, and actionable recommendations.
What You Get
Concentration analysis
See if any single position dominates your portfolio. Get warned about overweight sectors before they become a problem.
Portfolio beta & VaR
Understand your market sensitivity and 95% Value at Risk — how much you could lose in a bad week.
Sector exposure vs S&P 500
Compare your sector allocation against the benchmark to spot unintended bets and missing diversification.
Plain-English narrative
No jargon. Get a clear, readable summary of what your portfolio looks like, where the risks are, and what to do about it.
Supported Formats
Screenshots
PNG, JPG, WEBP
PDF statements
Broker PDFs
CSV exports
Any broker CSV
Works with exports from Fidelity, Schwab, Robinhood, Vanguard, E*TRADE, TD Ameritrade, Webull, Interactive Brokers, and more.
Frequently Asked Questions
Is Portfolio X-Ray really free?
Yes — completely free with no account required. Upload your portfolio and get results instantly.
Is my portfolio data safe?
Your uploads are processed in memory and never stored on our servers. We don't save your holdings, positions, or any personal data.
What brokers are supported?
Any broker that lets you export a CSV, download a PDF statement, or take a screenshot of your holdings page. We've tested with Fidelity, Schwab, Robinhood, Vanguard, E*TRADE, Webull, and IBKR.
How is the risk score calculated?
The 0–100 composite score combines single-position concentration, sector exposure vs S&P 500, portfolio beta, correlation clustering, and 95% Value at Risk.
Ready to X-Ray your portfolio?
Upload a screenshot, PDF, or CSV — get your risk scorecard in seconds. No sign-up, no cost.
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