Free portfolio check
Upload your Interactive Brokers statement and in about a minute see your portfolio's A–F health grade and its main risks. No account needed — create one only if you want to keep the result.
- An A–F health grade and a score out of 100
- The three biggest problems in your portfolio
- Your sectors looked through your ETFs, and the concentration limits you breach
Drop your IBKR statement here
Activity Statement (.csv) or Flex Query export (.xml), up to 15 MB
Accepted formats: comma-separated values or XML, maximum 15 megabytes.
No statement to hand? Run the same check on a sample IBKR statement.
Read-only: no access to your broker. The file is deleted within 10 minutes, and an unsaved result within 24 hours. Your account number and name are not kept.
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For analytical purposes only. Not financial advice. Figures are derived from the statement you uploaded and third-party market data, and are backward-looking. Verify against your broker records before acting.