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ASX Portfolio Review Tool
Benchmark: XJO / VAS β Built for Australian advisers
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βΊ New Analysis
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Upload a CSV export from CommSec, Selfwealth, Sharesight, Stake, or any brokerage. Requires at minimum: ticker code + quantity or market value.
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Drop CSV file here or click to browse
CSV or XLSX Β· CommSec Β· Selfwealth Β· Sharesight Β· Stake Β· Generic
Configuration
Client Name
Benchmark
ASX 200 (XJO)
VAS β ASX 300
Risk Profile
Conservative
Balanced
Growth
Aggressive
Objective
Income
Balanced
Growth
Data Provider
EODHD (eodhd.com)
FMP (financialmodelingprep.com)
Live Data API Key
eodhd.com β price, yield, beta, sector, P/E
π Test Data Connections
Load Sample Portfolio
Parsing portfolio dataβ¦
β‘
Portfolio Review
π¨οΈ Print
Key Metrics vs Benchmark
Sector Allocation
Sector Weights vs Benchmark
Blue bars = portfolio Β· Red line = benchmark weight
Top Holdings Concentration
Position sizing within portfolio
Income Analysis
Holdings Detail
Holdings
Click column headers to sort
Ticker
Weight
Mkt Value
Sector
Beta
Div Yield
Gross Yield
Franking
P/E
P/S
Mkt Cap
Source
Recommendations
Portfolio Review Recommendations