PortfolioLab Risk Analyzer
Free analysis · No account required

Your Brokerage Statement Shows Holdings.
We Analyze the Risk.

Submit your holdings and see the risk, fees, concentration, drawdown exposure, and hidden overlap inside your portfolio — in under two minutes. Free. No account required.

See what your report will include →

  • Fundamental analysis on stock and ETF positions
  • ETF overlap look-through
  • Fee analysis
  • VaR, CVaR & drawdown metrics

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.

Drop your PDF statement here or click to browse
Most custodian statements work (Schwab, Fidelity, Vanguard, …). Max 15 MB. Only have a paper statement or a screenshot? Use the Photo/Screenshot tab.

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 to run

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

Double-check this — your PDF report is sent here, and we'll ask you to confirm it's really yours before we send it.

We'll text a 6-digit code to this number to verify it's yours.

By continuing you agree that a licensed advisor may contact you about your results. We never sell your data. This tool provides educational analysis, not investment advice. You must be 18 or older to use this Service. See our Terms of Service and Privacy Policy.

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.

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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.

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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