A clearer view of what you own
Free Portfolio Review
A second set of eyes on your portfolio — free, in writing, and confidential.
Start with name and emailNo calculations. No meeting required. No obligation.
Start with your name and email, then add your statement. No statement handy? Tell us in a few words what you own. No calculations or meeting required.
We’ll review the information you provide and follow up if anything is missing. Name and email alone are not enough to prepare the analysis.
If it leads to a conversation, good. If it leads nowhere, the analysis is yours to keep.
Start with the big picture
Start your free review.
Your name and email come first, then add your statement. No meeting or calculations required.
No statement handy? You can tell us in a few words what you own, or call 865-874-6248.
All set
Your request is in.
Delete my upload now (save this link; it is shown only once).
We received your note about what you own. We can prepare a useful analysis only after sufficient information is received.
What happens next
- Your statement is read automatically by Gulfstream’s own software, which removes account numbers, names and other identifiers.
- Long statements, including many accounts and hundreds of pages, are read in parts and can take a few hours. There is no need to keep this page open.
- Gulfstream Capital reviews the report before it is sent, and we email it to you when it is ready.
- We’ll follow up if anything is missing. A conversation is optional and never required.
Do not send statements by email. If you need help sooner, call 865-874-6248.
Three simple steps
How it works
- 01
Request your free review
Enter your name and email. Your request is saved right away.
- 02
Add your statement securely
On this page, add a PDF statement or JPEG/PNG page photos with storage and processing consent. No statement handy? Tell us in a few words what you own. Do not send statements by ordinary email.
- 03
Receive the written review
Gulfstream Capital reviews and approves the exact final report before it is sent by email. A conversation is optional and never required.
How statement sharing works
Your statement is read automatically by Gulfstream’s own software, which removes account numbers, names and other identifiers; only that redacted text goes to an outside AI service (OpenAI) to list the holdings. Automated checks must pass before a report is prepared, and anything that does not pass is reviewed by a person. Gulfstream Capital reviews the report before it is sent. Your original file and the extracted statement text are deleted 72 hours after you upload, and you can delete them sooner at any time.
What you will receive
Once we have enough information, your written review can cover:
- How your investments are spread across different types of assets
- Where you may be heavily invested in one area or own overlapping investments
- Observations about costs where cost information is available
- Questions we would ask before recommending changes
Fees are discussed in the first conversation and provided in writing before any engagement.
Questions before you start
Is the review really free?
Yes. There is no cost and no obligation.
Do I need to become a client or book a meeting?
No. A conversation is optional. The written review is yours whether or not you choose to speak with us.
What do I need to enter now?
Your name and email first. Then add your statement, or describe what you own in a few words instead. No percentages or calculations are required.
Can I send a statement or screenshot?
Yes. After you enter your name and email, this page lets you add a PDF statement or JPEG/PNG page photos when statement sharing is available; HEIC/HEIF are not supported. Some complex PDFs may need clear page photos instead. Files are deleted 72 hours after upload. If statement sharing is not available, you can tell us in a few words what you own or call 865-874-6248. Do not send statements, screenshots or account credentials by ordinary email.
When will I receive the review?
We can prepare a useful analysis only after we receive sufficient holdings information. We’ll follow up if anything is missing. Gulfstream Capital reviews the final report before it is sent.
Will you recommend specific investments?
The review is educational and based on the holdings information available to us. It is not a recommendation to buy, sell, or hold any security.
When do I learn your fees?
Fees are discussed in the first conversation and provided in writing before any engagement.
Keep the context
Investing involves risk, including possible loss of principal. Diversification does not ensure a profit or protect against loss. Information is educational and is not individualized investment advice. Private and alternative investments may involve illiquidity, leverage and a substantial risk of loss.
This review is based only on the holdings information available to us and does not create an adviser-client relationship.
Read our disclosuresPrefer to speak with us? Call 865-874-6248.
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