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Portfolio Scan

Upload your holdings and see what your portfolio costs each year.

Import a CSV, add positions manually, or combine both. Trimvest will match each holding to the fund database, estimate annual fees, and suggest lower-cost replacements in the same category.

Supported data

Ticker, shares, and current position value in USD.

Output

Portfolio fee load, per-holding costs, and cheaper alternatives.

Redirect

Results are saved, then opened at your unique portfolio results URL.

Sample CSV

Ticker,Shares,Value (USD)
SPY,10,5700
FCNTX,120,14500
BND,25,1800

CSV holdings

0

Manual holdings

0

Portfolio value

$0

Method 1

CSV upload

.csv only

Import status

No CSV selected yet.

Method 2

Manual entry

Current manual preview

Filled-in manual holdings will appear here.

Ready to run

Analyze My Portfolio

Holdings are saved after analysis so the results page can be revisited directly. Unknown tickers will be flagged before the portfolio is stored.

0 holdings queued$0 total value

Redirects to saved results after processing

Your first holdings preview card will appear here after you upload a CSV or add manual rows.

Seeded examples

SPY

9.45 bps

Often maps to VOO or SPLG

QQQ

20.00 bps

Can surface QQQM

AGTHX

65.00 bps

Can surface lower-cost peers

FCNTX

47.00 bps

Compares inside large-growth peers

Expense ratios above are shown in basis points. For example, 9.45 bps equals 0.09%.