Is My Data Safe With Exent?
What Exent sees, what it stores, who it shares data with, and how to delete it. Plain answers taken from the privacy policy and the way the app works.
How Exent worksGuide
Can I Analyze My Portfolio From a Screenshot?
Yes. Exent reads your holdings from a screenshot or a file, with no brokerage login. Here is what you can upload, how the reading works, and how to do it from Robinhood, Fidelity, Schwab, Wealthsimple and other brokers.
Key takeaways
- Yes. Upload a screenshot of your holdings and Exent’s AI reads tickers, shares and values, then runs the full analysis in about a minute. No brokerage login or account linking.
- Inside the app you can also upload CSV, Excel (.xlsx) or PDF statements, or paste a Google Sheet link shared as “anyone with the link can view”.
- It works with any broker that shows your holdings on screen: Robinhood, Fidelity, Schwab, Interactive Brokers, Wealthsimple, Trading 212, Revolut and others.
- You review the holdings Exent read before anything is saved, and you can fix or add positions by ticker search.
In this article
Can I upload a screenshot of my brokerage and get an analysis?
Yes. Take a screenshot of the screen that lists your positions, upload it, and Exent extracts every row: the security name, the ticker, the number of shares and the market value or portfolio percentage where they are shown. The holdings then go through the same 16 checks as any other portfolio, from concentration and correlation clusters to crash replays and a risk‑matched benchmark.
AI is used only to read the image. The analysis itself is calculated by quantitative models on market data, so the numbers do not depend on how a chatbot phrases them.
What formats can I upload?
There are two places to add holdings, and both work without connecting an account.
| Where | What you can add | Limits |
|---|---|---|
| Portfolio check on exent.ai | Screenshots (PNG, JPEG, WebP), or type at least 2 tickers with a $ value or share count | Up to 5 screenshots, 5 MB each |
| Exent app: upload | Screenshots, CSV, TSV, TXT, Excel (.xlsx) or PDF statements | Up to 10 files at once; images 5 MB, documents 8 MB |
| Exent app: Google Sheet | A docs.google.com/spreadsheets link | Sheet shared as “anyone with the link can view” |
| Exent app: search | Add or correct any holding by ticker or name | One at a time |
On a computer you can also paste a screenshot straight from the clipboard into the upload area. If your positions run over several screens, upload several screenshots: Exent combines them into one list and merges a position that appears twice.
Is there a portfolio analyzer that doesn’t require linking my brokerage?
Exent is built that way. It never asks for your broker username, password or an account connection, so it cannot see your balances, move money or place trades. It only knows what you choose to upload. If you would rather not share account values, you can crop them out or type tickers with share counts instead.
The trade‑off is that Exent does not update automatically when you trade. You re‑upload or edit holdings when your portfolio changes. More on what is stored and how to delete it is in Is my data safe with Exent?
How does Exent read a screenshot?
- Every row is extracted. The reader is told to output every visible holding, not a summary.
- Tickers are matched to the right listing. Non‑US shares get their exchange suffix even when the broker hides it, for example .TO for the Toronto Stock Exchange or .L for London.
- Crypto and crypto ETFs are told apart. A spot Bitcoin position on a crypto exchange is read as Bitcoin; a Bitcoin ETF such as IBIT stays an ETF.
- Average cost is read only when it is shown. If your screenshot has an average cost column, it feeds cost basis and P&L. Exent never guesses it from the current price.
- You confirm before saving. The holdings appear in a table where you can check amounts, fix a ticker or remove a row.
I have money at Robinhood, Fidelity, Schwab or Wealthsimple: how do I analyze it?
The steps are the same for every broker: open the view that lists all your positions, make sure the ticker and either the quantity or the market value are visible, and capture it. What changes is the best format.
| Broker | Easiest input | Watch for |
|---|---|---|
| Robinhood | Screenshot of the positions list in the app | Scroll and take more screenshots if the list is long |
| Fidelity | Screenshot of positions, or a downloaded positions file if your account offers one | Several accounts: upload each, or keep them as separate portfolios |
| Charles Schwab | Screenshot of positions, or a downloaded positions file if offered | Include the cash line if you want cash counted |
| Wealthsimple | Screenshot of holdings | Canadian listings are read with their .TO or .V suffix |
| Interactive Brokers, Trading 212, Revolut | Screenshot of the portfolio or positions view | Check non‑US tickers in the review table |
If you hold several accounts, you can analyze them together or keep them apart: see multiple portfolios. Canadian investors have a dedicated guide at Exent for Canadian investors.
Tips for a clean import
- Capture the positions list, not a chart: rows with tickers read best.
- Keep the quantity or market value column in view; one of the two is enough.
- Use several screenshots rather than one tiny, zoomed-out image.
- Check the review table for funds or foreign shares with similar names.
- Add anything the screenshot missed with ticker search before you save.
Frequently asked questions
Yes. Exent reads the tickers, shares and values from the screenshot and runs 16 portfolio checks in about a minute. No brokerage login is needed.
No. Exent never asks for broker logins or passwords. You upload a screenshot or a file, or type your tickers.
Any broker or app that shows your holdings on screen, including Robinhood, Fidelity, Schwab, Interactive Brokers, Wealthsimple, Trading 212 and Revolut. If you can screenshot it, Exent can read it.
Yes, inside the Exent app. It accepts CSV, TSV, TXT, Excel (.xlsx) and PDF files, and Google Sheets links shared as anyone with the link can view.
You see every holding in a review table before saving. Fix the ticker or amount there, remove the row, or add the right holding with ticker search.
See what your portfolio is really made of.
Upload a screenshot of your holdings and get concentration, overlap, crash exposure and a risk-matched benchmark in about a minute.
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Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.