· 3 min read
Upload your statement and get an A–F portfolio health grade, the risks hiding in your ETFs and concrete next steps. Free, with no access to your broker account.
Check my portfolio freeTo look at your portfolio from the outside — its concentration, what your ETFs actually hold — you first need a statement from your broker. Interactive Brokers offers two ways to get one: an Activity Statement as CSV, or a Flex Query as XML. Both are free, need no integration, and take about two minutes.
Activity Statement (CSV) is the simplest. It already contains open positions, cash by currency, trades and dividends. Start here.
Flex Query (XML) lets you choose exactly which sections go into the file, and can be re-run in a few clicks once it is set up — useful once exporting becomes a monthly habit.
Menu labels in Client Portal change from time to time; if yours differ, look for the reports area and the activity statements within it.
Flex Queries are set up in the same reports area of Client Portal. The exact buttons depend on the interface version, so in outline:
The most common mistake is a missing section: no Open Positions means no positions in the file, and no Cash Report means no cash. AlphaPulse tells you which section is missing, but it is quicker to set the query up completely the first time.
.csv for an Activity Statement, .xml for a Flex Query. A PDF statement cannot be read reliably.AlphaPulse never connects to your broker: no login, no trading permissions. The uploaded file is held for at most 10 minutes while it is parsed and then deleted; the parsed data, including the account number printed on the statement, is kept so you can come back to your analysis. The details are in the privacy policy.
About two minutes after uploading you get an A–F portfolio health grade, your allocation looked through your ETFs, concentration measured against fund-aware limits, and concrete next steps. It is analytics on your own portfolio, not investment advice — the decisions stay yours.