Investment Risk Report – in minutes
Automated analysis — no appointment, no call required to see your report. Fees, concentration, drawdown exposure, and hidden overlap, in under two minutes. Free.
See what your report will include →
- ETF overlap look-through
- Fee analysis
- Fundamental analysis on stock and ETF positions
- Drawdown & downside risk metrics
PortfolioLab LLC · Registered Investment Adviser
Add your holdings
Upload a PDF brokerage statement, snap a photo or screenshot of your positions, upload a CSV of tickers/CUSIPs and quantities, or enter positions by hand. You'll review everything before we run the numbers.
Ticker or CUSIP, plus Shares (stocks/ETFs) or Face Value (bonds). Google Sheets: File → Download → Microsoft Excel. Apple Numbers: File → Export To → Excel or CSV.Opens in Excel, Numbers or Google Sheets. Every row is a filled-in example — one per type of holding, including a bond and a structured note. Delete the rows that don't apply, replace the rest with your own, and upload it here.
Add pages in order, then read them together as one statement.
See how it works
Under twenty seconds, start to finish. Demo uses sample data.
Skip the upload and add positions directly on the next screen.
Your statement is encrypted the moment it's stored (AES-256-GCM) and is used only to read your positions into your report. We never sell your data. Your report and contact details are shared only with the licensed advisor associated with your visit — see our Privacy Policy.
PortfolioLab LLC is a registered investment adviser (CRD #339763), registered with the State of Florida — portfoliolabco.com. Look us up yourself on the SEC's public database:
View our Investment Adviser Public Disclosure report →
Opens the SEC's IAPD site in a new tab. Registration does not imply a certain level of skill or training, or endorsement by the SEC or any state securities authority.
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
Tell us who it's for and where to send the PDF copy — the full report opens right here.
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.
Number confirmed — a licensed advisor will call you at .
They'll have this report in front of them when they do.
Prefer to pick a time yourself? Book directly on the advisor's calendar.
Portfolio value — 5-year backtest
Your current holdings, held share-for-share, 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.
Advisor tools
This analysis is saved in your portal. Download it as a PDF or start another.
Take this report with you
The full report as a PDF — every chart, section and position.
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.
Request a Call →Prefer to start over? Analyze another portfolio