Product · Upload
Start with what you already have
Drop a brokerage screenshot or paste a CSV. no login, no brokerage link. Swintenel reads tickers and weights, then asks you to confirm before the scan runs.
How upload works
Screenshot or CSV. parsed in seconds
Robinhood, Fidelity, Schwab, and most major brokers work. We never store your brokerage credentials.
- Upload one or more portfolio screenshots, or switch to CSV on the confirm screen.
- We extract tickers and weights with OCR and symbol matching.
- You review and edit holdings before anything is analyzed.
- Run the scan to get holdings, catalysts, and macro context in one report.
What we read
Tickers, weights, and optional notes
ETFs and fractional shares are fine. flag anything that should be regime-only.
- Position symbols and portfolio weight (% of total book).
- Optional purchase price if visible in your screenshot.
- Portfolio value (optional) unlocks dollar-weighted story exposure in your verdict.
Privacy
Your book stays on your device until you scan
Informational only. not investment advice.
Uploads are processed to extract holdings for your review. We do not connect to your brokerage account. After you confirm, the scan assembles a report you can read, share, or discard.