PortfolioLab Risk Analyzer
Free analysis · No account required

How much could your portfolio
lose in a bad month?

Upload your brokerage statement and get an institutional-grade risk report in under two minutes — Value at Risk, expected shortfall, historical drawdowns, and the hidden stock overlap inside your ETFs.

  • PDF statement or CSV upload
  • VaR, CVaR & drawdown metrics
  • ETF look-through overlap
  • Nothing is sold or shared

Add your holdings

Upload a PDF brokerage statement, a CSV of tickers/CUSIPs and quantities, or enter positions by hand. You'll review everything before we run the numbers.

Drop your PDF statement here or click to browse
Most custodian statements work (Schwab, Fidelity, Vanguard, …). Max 15 MB. Scanned images without a text layer can't be read.

🔒 Your statement is used to extract your positions and stored securely with your report so our team can verify the analysis. We never sell or share your data outside PortfolioLab.

Review your holdings

Check tickers and quantities, fix anything we misread, and add any missing positions. Bonds identified by CUSIP are entered by face value.

Ticker CUSIP (bonds/notes) Description Type (auto-detected) Shares / Face value

Your risk report is ready to run

Tell us where to send your copy — we'll text you a quick verification code, then generate the analysis.

We'll text a 6-digit code to this number to verify it's yours. Message and data rates may apply.

By continuing you agree that a licensed advisor from our team may contact you about your results. We never sell your data. This tool provides educational analysis, not investment advice.

Pricing your positions and running 5 years of market history…

Your Portfolio Risk Report

Want a plan for these numbers?

A licensed advisor can walk you through this report and show you how to cut the risk — free, no obligation.

Book My Free Portfolio Review

Portfolio value — 5-year backtest

Your current holdings, held at today's weights, through the last five years of market history.

View data table

Drawdown — how far below its peak the portfolio fell

View data table

ETF overlap — the same stocks owned through different funds

Asset-class deep dive

Each part of your portfolio carries different risks. Here is what we found, class by class.

Your positions as analyzed

Values from the latest close in the analysis window. Bonds entered by face value are shown at par.

Want a plan for these numbers?

A licensed advisor can walk you through this report, stress-test your income needs against these drawdowns, and show you how to cut the hidden concentration — free, no obligation.

Book My Free Portfolio Review

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