You can export your notes.csv file from Lending Club and upload it into the portfolio analyzer. Your notes are not stored, and contain no identifiable information. Once analyzed, you will be shown a list of your notes and recommendations to improve your returns.

Step 1 - Export Your notes.csv file From Lending Club

1.a) Login to your account and click "Notes"

notes

1.b) Scroll to the bottom of the page and click "Download All"

download all


Step 2 - Pre-Filtering (Optional)

You can optionally select loan grades to exclude to see what your ROI would be if you sold a grade

Loan Grade Filtering

Loan Grade 

Date Filtering

Process Only Seasoned Loans (Older than 10 months)

Use Date Filtering?


Step 3 - Upload notes.csv

Select the file you just download in the "Choose File" dialog below, then click "Analyze my portfolio".




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P2P investing carries a risk of loss of some or all principal . I am not responsible for any loss that might result from decisions made based on this service, please view the terms. I am not an investment professional.