Is your Interactive Brokers portfolio OK?
Upload your statement without signing up. In 2 minutes you get an A–F portfolio health grade, the risks hiding in it and concrete next steps. No broker access needed, and the file is deleted within 10 minutes.
You upload a file you exported from IBKR yourself. We get no access to your account, trading or orders.
7 positions. Looked through the funds: 69.4% Technology.
- Technology69.4%
- Cash & Equivalents11.7%
- Communication Services9.2%
- Consumer Discretionary8.0%
- Other1.6%
How it works
An Activity Statement as CSV, or a Flex Query as XML. About two minutes in Client Portal; nothing to connect and nothing to authorise.
Positions, cash by currency, trades and dividends are read automatically. The file itself is deleted within 10 minutes.
An A–F health grade, what your ETFs actually hold, where you are concentrated, and the next steps worth considering.
What you get
Free, from your first statement.
One verdict for the whole portfolio, with six components under it: concentration, sectors, regions, cash, risk against your mandate and risk-adjusted return. You see what drags the grade down.
We count holdings inside the funds. Concentration limits tell a broad index fund from a single stock, so CSPX or VWRA don't look like a risky bet.
Short, prioritised steps in three areas — rebalancing, protection and growth — derived from your portfolio's diagnostics and the mandate you set.
Every month, when you add money
For the decision you make every month: where to put the new deposit.
Splits a new deposit across the instruments you already hold. The position furthest below its target weight gets the most. Your portfolio rebalances while you sell nothing and pay no tax on sales.
Try a hypothetical trade against your real portfolio and see risk, return and concentration side by side before you do anything at your broker.
Before buying something, see what it would do to this portfolio: the size of the position, the themes you already hold, and the balance of the whole.
The check is free. Pro is ₴450 a month.
Free covers the health check and AI observations. Pro adds Smart Top-Up, more analyses and unlimited portfolios. Cancel any time; first payment refundable within 14 days.
Questions
Is it safe? What data do you keep?
You never give access to your broker account: no login, no trading permissions — only a file you exported yourself. The file is held for at most 10 minutes while it is parsed, then deleted. We keep the parsed data — positions, cash, trades, dividends, and the IBKR account number and holder name printed on the statement — so you can come back to your analysis. You can ask us to delete your account and data at any time, and we do so within 30 days.
Is AI involved? Who sees my data?
Yes. To write observations and plans, portfolio figures — holdings, weights, sector and risk measures, your stated mandate — are sent to the AI provider (Anthropic). It does not receive your email, name or account number. Market data providers receive ticker symbols only. We do not sell your data or use it for advertising.
How is this different from IBKR's PortfolioAnalyst?
PortfolioAnalyst gives you raw metrics, in English. AlphaPulse gives you a verdict — an A–F grade — and concrete next steps, in Ukrainian or English. It also looks through your ETFs: concentration is counted from what the funds hold, against limits that treat a broad index fund differently from a single stock.
Is this investment advice?
No. AlphaPulse is an analytics tool: it shows how your portfolio is built and what is worth looking at. Top-up plans only split new money across positions you already hold. It places no orders, and the decisions are always yours.
Which files are supported?
An Interactive Brokers Activity Statement as CSV, or a Flex Query as XML, up to 15 MB. PDF statements are not supported. How to export your statement