What is portfolio review?
Get actionable insights on your existing portfolio by simply uploading your portfolio to our website. This tool checks your portfolio health and gives you a review.
How it works
You can create up to 3 accounts for review.
Once created, you can upload the constituents of your portfolio in the upload feature. You can upload as single trades or as a file.
After upload you will receive the report on your portfolio along with comments and recommendations: