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AI-Powered Portfolio Intelligence

Your brokerage statement, decoded

Upload any statement and instantly see what you own, how it's allocated, and actionable insights — completely free, no account required.

See how it works

✓ Free forever · No credit card · No signup required · 100% private

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Supports PDF, CSV, OFX, QFX, PNG, JPG, HEIC

100% free · Analyzed on your device
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We're working hard to bring you seamless brokerage integration. In the meantime, upload your statements or enter holdings manually.

Works with statements from

Fidelity · Charles Schwab · Merrill Lynch · TD Ameritrade · E*TRADE · Morgan Stanley · Robinhood · Wealthfront · Betterment · Interactive Brokers · Ally Invest · Webull · Fidelity · Charles Schwab · Merrill Lynch · TD Ameritrade · E*TRADE · Morgan Stanley · Robinhood · Wealthfront · Betterment · Interactive Brokers · Ally Invest · Webull
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Analyzing your portfolio...

Tip: Larger files with more positions take longer to process. Complex statements may require additional parsing time.
S&P 500 -- --
NASDAQ -- --
DOW -- --
VIX -- --
10Y Treasury -- --
Gold -- --
Bitcoin -- --
Simple 3-Step Process

How It Works

Get professional portfolio analytics in three simple steps

1

Upload Your Statement

Drag and drop your brokerage PDF or CSV. We support Schwab, Fidelity, Vanguard, and 50+ other brokerages.

2

AI Analyzes Holdings

Our engine extracts positions, fetches live prices, and runs sophisticated portfolio analytics in seconds.

3

Get Actionable Insights

View allocation breakdowns, risk metrics, fee analysis, and personalized recommendations.

Portfolio Intelligence

See What's In Your Report

Professional-grade analytics for investors and advisors — powered by AI

statementscan.app/report

Asset Allocation

$847K Total Value
Stocks 62% Bonds 24% Cash 14%

Performance

+18.4% Total Return
+12.1% vs. S&P 500
1.32 Sharpe Ratio
J F M A M J J A S O N D
Monthly Returns (12 mo.)

Scenarios

Market Crash (-30%)
-$254,100
Recession
-$169,400
Rising Rates (+2%)
-$67,760
Bull Market (+20%)
+$169,400

Fees

0.34% of portfolio
$2,847 Annual Fees
ARKK
0.75%
VOO
0.03%
Potential Savings: $1,200/yr

Sector Exposure

Technology
32%
32%
Healthcare
18%
18%
Financials
15%
15%
Consumer
12%

Risk Score

67 Moderate
Conservative Aggressive

Why Statement Scan?

Built for investors who want clarity, not complexity

Hidden Fee Detection

Instantly spot high-cost funds eating into your returns. We analyze expense ratios across all your holdings.

Benchmark Comparison

See how your portfolio stacks up against the S&P 500, target-date funds, and custom benchmarks.

Risk Analysis

Understand your true risk exposure with volatility metrics, concentration warnings, and scenario analysis.

Privacy First

Your data stays yours. We never store your statements or sell your information. Analyze locally or delete anytime.

Ready to see what's hiding in your portfolio?

Free analysis. No account required. Results in 30 seconds.

Frequently Asked Questions

Everything you need to know about portfolio analysis

Yes, your data never leaves your device. All analysis happens locally in your browser using JavaScript. We don't upload, store, or transmit your financial statements to any server. Your portfolio data stays completely private.
We support PDF statements from all major brokerages including Fidelity, Schwab, Vanguard, TD Ameritrade, E*TRADE, Merrill Lynch, Morgan Stanley, and many more. We also accept CSV exports from most platforms.
Yes, the core portfolio analysis features are completely free with no limits. We plan to offer optional premium features in the future, but analyzing your statements, viewing allocations, and generating reports will always be free.
No account required for basic analysis. Simply upload your statement and get instant results. Creating a free account lets you save portfolios, track changes over time, and access your analysis from any device.
You'll see your asset allocation breakdown, sector exposure, geographic diversification, hidden fees analysis, dividend income projections, risk metrics, and actionable recommendations to optimize your portfolio.
Our parser extracts data directly from your statement with high accuracy. We cross-reference holdings against market data for current prices and fund information. For best results, use your most recent official brokerage statement.

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