Analyze Stock Portfolio CSV Files Instantly

Most brokerages let you export your holdings to CSV, but when you analyze stock portfolio CSV files the raw data gives you positions without calculating your actual return, sector allocation, or performance against benchmarks. You open it in Excel and face columns of ticker symbols, share counts, and cost basis that need formulas you would rather not write.

Upload your brokerage export and see total return, sector allocation, and benchmark comparison in seconds, without writing a single formula.

Drop your file in and ask a question — no account needed.

Upload your spreadsheet.xlsx .xls .csv — free to try, no account

Or start with

What is my total portfolio return?How much of my portfolio is in each sector?Which positions have the biggest gains or losses?What percentage of my portfolio is in stocks versus bonds?How does my return compare to the S&P 500?

What this export contains

Symbol

Quantity

Last Price

Cost Basis

Market Value

Gain/Loss

Gain/Loss %

Account Type

Purchase Date

Asset Class

Sector

Current Yield

Common questions

How do I analyze a stock portfolio CSV from my brokerage?

Upload the CSV file and the tool calculates total return, allocation by sector and asset class, and individual position performance. It reads the Symbol, Market Value, Cost Basis, and Gain/Loss columns and builds a summary without requiring formulas.

Can I combine CSV files from multiple brokerage accounts?

Yes. Upload each CSV separately or merge them first, and the tool consolidates all positions into one portfolio view with combined totals and allocation percentages.

Does it adjust for stock splits and dividends?

The tool uses the cost basis and market value your brokerage provides. If your brokerage CSV does not adjust for splits or reinvested dividends, the calculated return will match what the brokerage reports, not the adjusted figure.

What if my CSV has different column names?

Most brokerages use Symbol, Quantity, Market Value, and Cost Basis, sometimes with slight variations like Ticker or Current Value. The tool maps common variations automatically, and you can manually assign columns if needed.

Can I see my allocation by sector or asset class?

Yes. If your CSV includes a Sector or Asset Class column, the tool groups positions and shows each category as a percentage of total portfolio value. If those columns are missing, it can look up sectors by ticker symbol.

Try it with your own file

DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.

Ask about your file