Portfolio Analyzer
Analyze a portfolio composed of multiple stocks. Comprehensively evaluate the weight, return rate, and risk of each stock.
Stock Holdings List
When to Use
Use to organize the weights and returns of a multi-stock portfolio at a glance.
What to Input?
Enter quantity, purchase price, and current price per holding.
Usage Example
e.g. Compute valuation weights and total return for 5 holdings to inform rebalancing.
Warnings
A snapshot based on the prices you enter - results change with the market.
File security & processing limits
- Uploaded files are used only for the requested processing and unnecessary external exposure is restricted.
- Temporary processing files are cleaned up automatically after each job; workspace files are managed by you.
- Member storage is isolated per user and kept separate from other users.
The Free plan handles files up to 25MB, 30 jobs a day and 900 a month. Pro (beta) supports files up to 500MB and large-file background processing.
Compare plans · Pro beta signup