Investlytic · Portfolio Analysis Report
CSV portfolio analysis
Import your list of stocks (tickers or names) and get a score out of 5 criteria, a recommendation, and key ratios · all in one package.
💡 Comprendre cet outil
What's it for? Instead of analyzing your shares one by one, import a CSV file with their list (or enter them in "My Portfolio"): each share is evaluated against the 5 Investlytic criteria and receives a score out of 5 and a recommendation. 1 credit = 1 share analyzed.
How to read the results:
- AI Score: rating from 0 to 5 = number of validated criteria (8-year trend, growth, debt, P/E, correction).
- Reco: Buy (green), Watch (orange) or Avoid (red), derived from the score.
- The counters at the top of the table summarize the distribution of your portfolio.
- The columns P/E, Debt/Equity, CAGR... are explained by the small "?".
Where to start:
- Download the CSV model (column 1 = tickers, e.g., AAPL) and fill it with your shares.
- Glissez-déposez le fichier, puis cliquez « Analyze the portfolio ».
- Read the summary and identify weakly rated stocks: these are the ones to watch closely.
📖 Glossary : P/E Ratio · Debt Ratio
⚠️ This is not an investment advisory.
Import portfolio
CSV File
.csvor browse your files · 1re colonne = tickers ou noms d'entreprises
Format attendu
ExempleThe first column must contain one of two formats:
- Ticker symbols · AAPL, MSFT, MC.PA... (recommended)
- Noms d'entreprises · Apple Inc., LVMH…
My portfolio
Portfolio saved
By account| Ticker | Qty | Purchase Price | Value / +/- | Rating |
|---|
Analysis parameters
5 criteriaThe engine applies the 5 fundamental Investlytic criteria to each stock (8-year trend, growth, leverage, valuation, correction). Adjust thresholds or keep default values.
Sweepstakes results
Portefeuille
| Action | Price | Score IA | Reco | Sector | P/E | Dette/FP | CAGR Rev. | Trend 8a | Market correction |
|---|
AI Portfolio Summary
SummaryLa synthèse du portefeuille apparaîtra ici après l'analyse d'un fichier CSV. Elle résume, à partir des scores réels sur 5 critères, la répartition Acheter / Surveiller / Éviter et les principaux points de vigilance.