1. 1Upload
  2. 2Confirm
  3. 3Discovery
  4. 4Your details
  5. 5Report

Upload a brokerage statement

Upload a PDF statement and we'll extract your holdings, values and cost basis automatically.

YOUR COMPANY STOCK. YOUR BIGGER PICTURE.

How much of your wealth depends on one company?

Upload your investment statement to see company-stock concentration, overlapping holdings, and the businesses behind your portfolio.

  • See your largest exposures
  • Understand the quality of the stocks you own
  • Get a personalized preview before sharing contact details

Add your statement

Choose a file or take a photo

Proposed support: PDF, JPG and PNG.
Digital PDFs provide the clearest results.

1. Upload

Add a PDF statement from your broker.

2. Extract

Jarvis reads holdings, values and cost basis.

3. Confirm

Check the totals match your statement.

4. Explore

See concentration, overlap and quality.

Holdings, values and cost basis, extracted for you Works with major brokerage PDFs A free preview before you share any contact details
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