Your whole portfolio from a screenshot
Upload a picture of your broker account and see every holding against its fair value.
You will learn
- How the image is read and matched to listings
- How to spot and remove an uncertain match
- What the watchlist shows for a whole portfolio
Transcript
Lesson nine: your whole portfolio in one minute. Take a screenshot of your broker account, and let the tool read it.
Under the search box, tap 'Add portfolio from image' and choose the screenshot. An AI reads the names and tickers off the picture; our own search then matches each one to the right listing.
A few seconds later the holdings are on your watchlist. Anything the search could not match for sure is marked, so you check that one and remove what is wrong. The picture is only used for reading and is never stored.
Now your watchlist shows every holding against its fair value, which ones are flagged, and the diversification grade for the whole portfolio.
This is the moment most people see their portfolio with new eyes: which positions carry the expectations, and which are quietly cheap.