Five steps from import to professional advisor review — fully anonymous, no signup required.
1
Import your holdings
Upload a CSV, paste from Excel, or enter tickers manually.
2
Analyze with predictive analytics
Predictive scenarios using ML surface concentration risk, sector exposure, diversification gaps, and opportunities on strong momentum bias.
3
Create strategy to check suitability
8 quick questions build your risk profile so the AI knows what drift and exposure look right for you.
4
Save portfolio to manage risks & opportunities
The Action Center monitors your holdings and flags rebalance, risk, and opportunity signals.
5
Send to advisor or broker
Share your portfolio and analysis with a financial advisor for professional review.
🔒 No data stored externally·⏱ Takes 2 minutes·📈 SEC-aligned methodology
🔑 Retrieve
📡 Agent Tracker
Exnet · Portfolio Intelligence
Instant portfolio analysis — or build an investment strategy from scratch.
📊
Upload Portfolio
Drop a CSV and get instant health check — concentration, diversification, fees.
Import Holdings →
📋
Create Strategy
Answer 8 questions to build a risk profile, then build a portfolio or check drift.
Build Strategy →
No signup · No personal data stored · SEC-aligned methodology
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Portfolio
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✓1.Review
→
✓2.Package
→
✓3.Institution
→
✓4.Send
🔒 Read-only — advisor view. The client has already sent this portfolio for review.
📦
Create Order
Package & send to your bank
›✦ Ask Exnet AI
Type a question like "why no small caps?" or "does TSLA fit my risk profile?"
I can explain sleeves, execution flow, indicators, AIS, allocation, and more. Try asking: "why bonds?", "how does AIS change this?", "what are sleeves?", "explain execution flow"
Simulated
Preview only — no real order is sent to any bank or broker. Execution requires suitability checks and customer consent.
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Unsaved portfolio
Save to generate a Portfolio Key you can restore later.
You haven’t saved this portfolio yet. If you close now, your portfolio setup will be lost.
Saving generates a Portfolio Key (treat it like a password).
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Portfolio Saved
Your portfolio key has been generated
Your Portfolio Key
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⚠️ Important
Treat this key like a password. We cannot recover it if lost.
Use this key to restore your portfolio on any device.
No personal information is stored. Your portfolio remains anonymous.
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Retrieve Portfolio
Enter your portfolio key to restore
Enter the Portfolio Key you received when you saved your portfolio.
This key works like a password. Keep it safe.
Your portfolio data is stored securely and anonymously.
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💳 Enhance Profile
Authorize spend pattern sharing
Select your bank to authorize anonymous spend pattern sharing.
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🏦 Connect Financial Institution Simulated
Authorize order execution (simulated — no real order sent)
⚠ Simulated execution. This is an educational illustration. No real order will be sent to any bank or broker, and no funds will move. Select an institution to walk through the simulated authorization flow.
Select your financial institution to enable order execution.
🇺🇸 United States — Banks & Brokers
JP Morgan Chase
Citigroup
Interactive Brokers
Fidelity
Charles Schwab
E*TRADE
Robinhood
🇬🇧 United Kingdom
Barclays
HSBC UK
Interactive Brokers UK
Lloyds Bank
NatWest
Nationwide
Royal Bank of Scotland
Santander UK
Starling Bank
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🏦 Choose institution for this order
Use (from your profile connection), or pick a different institution.
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Confirm Investment Amount
This order exceeds your stated investment amount.
Stated amount:$0
Estimated execution:$0
Difference:+$0 (0%)
Market prices may vary at execution. By proceeding, you confirm you are comfortable investing this higher amount.
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SHARE PORTFOLIO HEALTH
Where should we send your portfolio?
Share your portfolio health signal with your own advisor/provider or let us route it to a suitable advisor.
⚠️ Strategy profile required
Complete the 8-question strategy profile first so your advisor receives your risk profile and suitability data.
💾
Step 1 of 2 · Required
Save your portfolio first
Saving generates a unique Portfolio Key. Without it, neither you nor your advisor can return to this portfolio later. Save and copy your key before sending.
✓ Saved · Your Portfolio Key
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Keep this safe. You'll need it to restore your portfolio on any device. Copied!
Advisor / provider details
Select your advisor *
I have an advisor — enter their details below
I don't have an advisor — send to Exnet to redirect you to a registered advisor
Advisor / provider name *
Advisor email address *
ℹ Exnet will review your portfolio health signal and match you with a registered advisor. They'll contact you using the email below.
Your details
Your name *
Email address *
Phone number
Your portfolio is always saved to Exnet Core automatically.
✅
Portfolio sent successfully
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Exnet Portfolio Health
Welcome
1
2
3
4
5
Check your portfolio health
Pick a path to get started — upload what you already own, or build a strategy from scratch.
🔒Fully anonymous
⏱Takes 2 minutes
🧪Built by quants
📈Real market data
A bit about you
Three quick questions to shape your portfolio.
What's your age band?
What's your main goal?
How long have you been actively investing your own money?
Risk profile
Three short scenarios that help us size your risk.
Market comfort
Imagine you invest $10,000. Over 6 months, markets fall and your investment drops to $9,000. What would you actually do?
Capacity & liquidity
If markets fell 10% and you unexpectedly needed cash, would you be willing to sell investments at a loss?
Approach mindset
Which would bother you more?
Themes & exclusions
Pick any focus themes or exclusions — or skip and change later.
Focus themes
Exclusions
Investment amount
Roughly how much would you invest to start?
You can change this later. Used to size your initial allocation.
EX
Exnet Portfolio Agent
No portfolio loaded yet
Educational only — not personal financial advice. This is a simulated preview.
