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Portfolio holdings and totals · Portalyze screenshot
Understand your portfolioResearch your companiesFollow your ideasPut the market in context
Portalyze screenshots from October and November 2026. Figures are shown as examples and may differ between languages.
From data to perspective
It all connects. Start with what matters to you.
A portfolio is more than a collection of holdings. Portalyze helps you explore each company and understand the bigger picture.
01Your portfolio in perspective
Understand what you own. And how it fits.
Bring your holdings together and see how your portfolio is spread across companies, sectors, countries and currencies. Turn a list of investments into a view of the whole.
✓Observations on diversification and concentration
Organise the companies and assets that interest you into watchlists. Return to their profiles and charts without losing track of what you wanted to research.
Connect what you see in your portfolio with the economic backdrop. Explore indices and institutional investor reports to broaden your analysis, without treating them as instructions to buy or sell.
Make it your own
Start with a question. Leave with a clearer view.
01
Find a company
Open its profile and explore the available data, charts and history.
02
Organise your ideas
Create a watchlist or add holdings to build your portfolio view.
03
Connect the bigger picture
Explore allocation, concentration and context. The decision is still yours.
A tool for researching companies, following assets and understanding your portfolio. Its results are informational and depend on data coverage and availability.
Does Portalyze buy or sell for me?
No. Portalyze is not a broker and does not execute trades. You remain in control of your investment decisions.
What do I need to get started?
Create an account, find a company and explore its profile. You can then organise a watchlist or add holdings to your portfolio.
Are all features included?
Availability depends on your plan and the current terms. PRO features are identified in the app; check the access available for your account there.
Is it available in Spanish?
Yes. You can use Portalyze in English or Spanish. The explanations and controls adapt to your chosen language.
Portalyze · Portfolio Analyzer
Your investments. A more complete picture.
Discover what is behind your companies and what they tell you about your portfolio together.