Multi-Format Portfolio Importer

Upload portfolio data from CSV, Excel, PDF files, or even screenshots. All formats are supported.

CSV Excel PDF Screenshots

Upload Portfolio

Multiple file formats supported

Drop your file here

or click to browse

Supports CSV files with Symbol, Quantity, Price columns

Expected Format

CSV/Excel Format:

Symbol,Quantity,AvgPrice
RELIANCE,10,2450.50
TCS,5,3450.75
INFY,20,1650.25

Alternative Column Names:

SYMBOL | symbol | Stock
QUANTITY | quantity | Qty | Shares
PRICE | price | Avg Price | Cost

Manual Entry

Add positions individually

Quick Add Samples:

Portfolio Analysis

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Total Value

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Positions

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Top Holding

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Portfolio Positions

Symbol Qty Avg Price Value Allocation

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Allocation Distribution

Allocation visualization will appear here

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Files Processed
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Total Positions
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Portfolio Value

This tool analyzes portfolio allocation for risk assessment. No live prices, P&L calculations, or trading recommendations.