Portfolio X-Ray  · look-through exposure
i Sample portfolio — fictional data. Every position and balance below is made up, chosen to look like a typical tech-heavy investor. Edit any market value and the whole analysis recomputes live; nothing you type leaves your browser.
Look-through

Your portfolio, unpacked

values as you last entered them
Analysis

Look-through analysis

Holdings

Your positions

i Edit any market value, kind, or account and the analysis recomputes live. Fund tickers below (QQQM, IVV, SMH, VGT, SCHB, SCHF, the BlackRock 401(k) index funds, and the Vanguard 529 portfolios) are looked through to their underlying companies using a bundled mid-2026 snapshot. Direct stocks count as themselves. Everything stays in your browser.
Ticker Name Kind Sector Market value Account
Total portfolio value: — across 0 positions Bond & cash rows count toward asset-class only — never toward single-name or equity-sector look-through.
Import

Import positions (CSV)

i Drop a Schwab positions export (the multi-account Positions-*.csv) — accounts, symbols, and market values are detected automatically, section headers and "Positions Total" rows are skipped, and cash rows are recognized. Any other broker's CSV works too via the column mapper below. Your 401(k) and 529 statements are PDF-only, so those stay pre-filled and are edited by hand — CSV import only touches the Schwab accounts.

Drop your Schwab CSV here

Or choose a file. Columns are auto-detected; you can correct the mapping before importing. Nothing leaves your browser.