What identifies your account
Account numbers, owner names, transaction IDs, quantities, market values, total cost basis, and cash balances.
All spreadsheets
Portfolio preflight
BEFORE YOU UPLOAD A BROKERAGE EXPORT
Ask AI about your portfolio.
Not your account.
Eggcel removes account identity and can proportionally mask the size of every position before you send a brokerage export to ChatGPT, Claude, Gemini, or Copilot.
E*TRADE exports
Fidelity exports
Schwab exports
Other CSV / Excel
EGGCEL PORTFOLIO PREFLIGHT
$9 once
Inspect free. Pay only when you create the AI-ready copy. Same Eggcel lifetime unlock.
What AI needs to analyze
Tickers, prices, dates, allocation ratios, return percentages, gain relationships, column structure, and formulas.
PORTFOLIO PREFLIGHT
Prepare a brokerage export for AI
.csv or .xlsx · up to 15 MB
Your raw portfolio export stays on this device.
Eggcel reads and rewrites it inside your browser. No brokerage connection, workbook upload, account, or storage.
REVIEW THE PREFLIGHT
Choose what AI should not see
Hide identity and scale. Preserve the investment thesis.
Eggcel keeps symbols, dates, prices, percentages, and return relationships available for analysis.
Choose at least one field AI should not see
One-time $9 purchase · Secure checkout by Stripe
ONE CONSISTENT SCALE
The ratios stay true.
The dollars do not.
Identity is replaced
Account numbers, owner names, and transaction identifiers receive consistent local replacements.
Absolute size is masked
One private multiplier changes position quantities and totals while preserving relative allocation and performance.
Analysis fields survive
Symbols, prices, dates, percentages, formulas, and workbook structure remain available to your AI tool.
THE SAFER PORTFOLIO PROMPT