Which inputs are supported?

You can upload text, images, documents, and web pages. That covers holdings spreadsheets, portfolio PDFs, benchmark factsheets, screenshots, and related research materials.

Can it read screenshots or scanned reports?

Yes, screenshots and scanned pages can be used if the holdings and labels are readable. Clear source files usually produce cleaner extraction and more reliable structured output.

Can I export the analysis?

Yes, iWeaver supports exports in DOC, PDF, XMind, SVG, and Markdown. You can keep a saved analysis or turn it into a client-facing draft.

Is there a free tier?

Yes, iWeaver includes 3 free uses per day. Paid plans start at $9.9/month for Pro and $29.9/month for Unlimited.

How accurate are the results?

The output depends on the quality and completeness of your source materials. iWeaver organizes and summarizes what you provide, so clean holdings data and clear benchmark documents matter.

Do I need to sign up?

Yes, signup is required. Create an account to run analyses, manage sessions, and export portfolio review outputs.

Stock Portfolio Analyzer with iWeaver

Upload holdings spreadsheets, benchmark PDFs, or portfolio screenshots to analyze my stock portfolio, compare notes across reports, and get a structured output, summary, and export for allocation reviews or client reporting.

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How to use a portfolio analyzer

Upload Files

Add holdings spreadsheets, portfolio statements, screenshots, or benchmark reports so iWeaver has the source material for review.

Set Focus

Ask iWeaver to compare allocations, risk notes, exposures, or benchmark differences and organize the review into sections.

Review Export

Check the structured output, key points, and summary, then export the analysis as PDF, DOC, Markdown, or XMind.

Why choose this portfolio analyzer?

Flexible Inputs

Bring in portfolio spreadsheets, broker statements, benchmark PDFs, research pages, and screenshots in one place instead of reformatting sources before every review.

Clear Comparison

iWeaver reads holdings lists, allocation tables, commentary, and benchmark documents, then maps them into comparable sections for clearer stock portfolio analysis workflows.

Useful Outputs

Turn mixed portfolio materials into structured output, summaries, notes, and shareable exports that are easier to review internally or send to clients.

One Agent

Use one agent for document reading, screenshot extraction, and report drafting, reducing manual switching between spreadsheets, PDFs, and presentation files during analysis.

Export Ready

Save portfolio reviews as PDF, DOC, Markdown, XMind, or SVG so conclusions, action items, and comparison notes stay reusable after each session.

Use Cases for Portfolio Analysis

Review Holdings

Upload a holdings spreadsheet, broker statement, or account screenshot when you cannot see which positions or allocations are driving concern. iWeaver reads the source files, organizes allocations and notes into structured output, and delivers a summary and export for your next review.

Review Holdings

Compare Benchmarks

Work from a model portfolio PDF, benchmark factsheet, and your own allocation notes when comparing portfolio against benchmark is hard across separate documents. iWeaver aligns the sources, highlights differences in weights and commentary, and produces review notes, key points, and an export you can share.

Compare Sources

Draft Reports

Use portfolio reports, advisor slides, and market commentary when you need a client-ready explanation but the story is buried across files. iWeaver pulls the relevant sections together, drafts a clean outline and summary, and exports a report format you can refine before sending.

Draft Report

Plan Rebalancing

Review strategy notes, benchmark reports, and research web pages when preparing a rebalance and needing clear evidence for proposed changes. iWeaver compares the materials, extracts assumptions and action items, and returns structured output, notes, and exports for an investment committee or personal plan.

Plan Changes

Portfolio Analyzer FAQ

Start Your Portfolio Analysis

Begin with 3 free uses per day and turn portfolio files into structured review outputs.

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