Bring your holdings to the principal's office

Clock My
Stock

Import your holdings — or type them in — and get graded on structure: concentration, diversification, asset mix, sector tilt, and how much you're accidentally doubling down. No account linking. Nothing leaves your browser.

Your investing style

Aggressive Balanced Conservative

Balanced — a mix of growth and ballast.

Type it in Paste Upload CSV Screenshot

Your holdings

+ Add holding Grade my bag →

Paste your positions

Works great for Robinhood, which doesn't export a positions CSV. We'll pull out tickers + dollar values, then let you review before grading.

Read my positions →

Upload a positions CSV

Drop your CSV here or tap to choose Auto-detects Fidelity, Schwab, Vanguard & E*TRADE exports On your brokerage: Positions → Download / Export → CSV. Your file is read in your browser only.

Upload a screenshot

Drop a screenshot here or tap to choose Works with brokerage app screenshots — PNG, JPG, or WEBP OCR runs entirely in your browser. Your image is never uploaded anywhere. You can also paste (Ctrl/Cmd+V) a screenshot.

Optional: drag on the image to select just the holdings list — tighter crops read far more accurately. Skip it to use the whole image.

Reset selection Read my holdings →

Reading your screenshot…