Portfolio Risk Analysis

📋 Portfolio Risk Analysis

✦ Demo mode — Sample data loaded. Summaries and portfolio analysis are pre-generated.

← Clear and use your own data

Claude API Key

✓ Saved

Click to upload or drag & drop

.xlsx · .xls · .csv

Column config Edit columns ▸

Account name *

AE notes *

ARR / Deal size (optional)✓

Renewal date (optional)✓

Previous RD notes (optional)✓

AE / Owner (optional)✓

Additional instructions (optional)

Starting…

Upload a spreadsheet to get started

Accounts appear on the left as summaries generate

Account View

Portfolio Analysis

💬 Queries

💬

Ask anything about your accounts

Query across all loaded AE and RD notes. Try: "Which accounts have incomplete legal?" or "Summarize Veem's situation."