Chart & Visualization Tools

Portfolio Analysis Tool

Our free portfolio analysis tool plots your business units by market share and growth rate, instantly revealing which products are Stars worth funding, Cash Cows to milk, Question Marks to evaluate, and Dogs to reconsider.

Features

Everything You Need for BCG Matrix Analysis

Purpose-built controls for strategic portfolio analysis — no spreadsheet formulas or design software required.

Four-Quadrant BCG Layout

Automatically divides your chart into Stars, Cash Cows, Question Marks, and Dogs based on your custom share and growth thresholds.

Bubble Size by Revenue

Scale each product bubble by revenue or unit size so the visual weight matches real business impact at a glance.

Adjustable Thresholds

Drag the quadrant dividers to match your industry benchmarks — set exactly where high growth ends and where strong market share begins.

Custom Colors per Quadrant

Apply distinct colors to Stars, Cash Cows, Question Marks, and Dogs to make your portfolio analysis immediately readable.

Quadrant Labels and Icons

Toggle BCG quadrant labels and emoji icons on or off to keep your matrix clean for any audience — executives or analysts.

AI-Powered Generation

Describe your product portfolio in plain English and the AI builds a complete BCG Matrix with realistic market share and growth data instantly.

Data input

Add Your Portfolio Data Your Way

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Type it in

Enter each product or business unit name, market share, growth rate, and revenue directly into the tool.

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Paste from spreadsheet

Copy rows from Excel or Google Sheets and paste them straight into the portfolio analysis tool.

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Upload a file

Import CSV or Excel files with your portfolio data for instant BCG Matrix plotting (Pro).

Let AI build it

Describe your portfolio in plain language and the AI will generate a fully populated BCG Matrix for you.

Share

Share Your Portfolio Analysis Anywhere

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Download for presentations

Export your BCG Matrix as a high-resolution PNG or SVG for boardroom slides and strategy decks.

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Share a live link

Send a shareable link so stakeholders can view your portfolio analysis directly in their browser.

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Embed on your site

Paste an embed code to display your interactive BCG Matrix inside internal wikis or client portals (Plus+).

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Export for reports

Drop your BCG Matrix into PDF reports, investor decks, or strategic planning documents instantly.

About This Portfolio Analysis Tool

MakeCharts built this portfolio analysis tool to make BCG Matrix creation fast and accessible. Strategic frameworks should not require hours of spreadsheet work. Enter your data, set your thresholds, and get a publish-ready BCG Matrix in minutes.

<2 minTime to first BCG Matrix
UnlimitedProducts plotted per matrix
4Quadrants mapped
10k+Charts created with AI
PNG & SVGExport formats

Workflow

How to Build a BCG Matrix in 3 Steps

1

Enter your products or business units

Add each product with its relative market share (0-100), market growth rate (%), and revenue. Use the AI prompt or type in your own data.

2

Set your quadrant thresholds

Adjust the share and growth dividers to reflect your industry context — the tool instantly re-plots every bubble into the correct BCG quadrant.

3

Customize and export

Tune colors, labels, bubble sizes, and the chart title. Then download as PNG or SVG, or copy a shareable link to distribute to your team.

Use cases

Who Uses This Portfolio Analysis Tool

Corporate Strategy

Annual Portfolio Review

Strategy teams use BCG Matrix analysis to evaluate which business units deserve additional investment and which should be divested or harvested.

Product Management

Product Portfolio Prioritization

Product managers plot features or SKUs on a BCG Matrix to decide where to double down, maintain, or sunset — backed by market data.

Investment and Finance

Portfolio Asset Classification

Analysts and fund managers adapt the BCG Matrix framework to classify holdings by performance and sector growth, surfacing rebalancing opportunities.

Consulting and Advisory

Client Strategy Presentations

Consultants build BCG Matrix visuals in minutes to anchor portfolio strategy conversations with clear, data-driven quadrant placement.

Templates

Start with professionally designed templates

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Comparison

BCG Matrix Tool vs. Manual Spreadsheet Approach

See why teams switch from DIY spreadsheets to a dedicated portfolio analysis tool.

MakeCharts Portfolio Analysis Tool

  • BCG Matrix ready in under 2 minutes
  • Automatic quadrant labels — Stars, Cash Cows, Question Marks, Dogs
  • Bubble size scales to revenue with one toggle
  • Drag thresholds to replot instantly without rebuilding
  • One-click share link or high-res export
  • AI generates a fully populated matrix from a plain-English description

Manual Spreadsheet / PowerPoint

  • Hours spent formatting scatter charts in Excel
  • Quadrant labels placed by hand — break on every edit
  • No bubble sizing by revenue without complex formulas
  • Threshold adjustments require rebuilding the whole chart
  • Hard to share or update after the meeting
  • No AI assistance to populate or validate data

FAQ

Portfolio Analysis Tool — Frequently Asked Questions

What is a BCG Matrix and why is it used for portfolio analysis?

A BCG Matrix (Boston Consulting Group Matrix) is a strategic framework that plots products or business units on a 2x2 grid by relative market share and market growth rate. It classifies them as Stars (high share, high growth), Cash Cows (high share, low growth), Question Marks (low share, high growth), or Dogs (low share, low growth). Portfolio managers use it to decide where to invest, maintain, grow, or divest.

Is this portfolio analysis tool really free?

Yes. The core BCG Matrix maker is free with no sign-up required. You can add products, set thresholds, customize colors and labels, and download your matrix as a PNG. AI-assisted generation uses free credits included with every account, with paid plans available for heavier usage.

How do I use the portfolio analysis tool with my own data?

Click 'Add Item' to enter each product or business unit. For each item, input a name, relative market share (0-100), market growth rate (%), and optional revenue size. The chart updates live as you type. You can also paste data from a spreadsheet or describe your portfolio to the AI and let it populate the matrix for you.

Can I adjust the quadrant thresholds in the BCG Matrix?

Yes. The share threshold (X-axis divider) and growth threshold (Y-axis divider) are both fully adjustable. This lets you align the matrix with your specific industry benchmarks rather than the default 50% share and 10% growth cutoffs. Every product bubble repositions automatically when you change a threshold.

How does the AI portfolio analysis feature work?

Type a description of your product portfolio — for example, 'We have 5 software products with varying market positions and growth rates' — and the AI generates a realistic BCG Matrix with named items, market share values, growth rates, and revenue sizes already filled in. You can then edit any value to match your real data.

Can I resize the product bubbles by revenue?

Yes. Enter a revenue or business size figure for each product and enable 'Show Revenue Legend' in the display settings. The tool scales bubble sizes proportionally, so high-revenue products appear larger and smaller products appear smaller — making the visual weight reflect true financial significance.

What formats can I export my BCG Matrix in?

You can download your portfolio analysis as a high-resolution PNG suitable for slide decks, reports, and social content. SVG export (vector format) is available on Starter and above. Plus and Pro plans also include embed codes for placing interactive matrices on websites or internal tools.

Does the tool support multiple portfolio analyses?

You can create and save multiple BCG Matrix charts under a free account. Each chart is independent — useful for comparing portfolios across business divisions, time periods, or competitive scenarios. Saved charts can be revisited, edited, and re-exported at any time.

How is this different from drawing a BCG Matrix in PowerPoint?

PowerPoint requires manual scatter chart setup, hand-placed quadrant labels, and constant reformatting whenever data changes. This portfolio analysis tool auto-plots bubbles by your input data, auto-labels all four quadrants, scales bubbles by revenue, and lets you re-threshold in one click — all without any design work.

Is my portfolio data kept private?

Your data is used only to render your chart and is not sold or shared with third parties. You control what you save and share. Charts remain private unless you choose to share a link or export the image.

Built for Every Strategy Team

  • Works in your browser on any device — laptop, tablet, or phone
  • No design background needed — plain-language controls throughout
  • Supports 12+ interface languages for global teams
  • Free tier covers full BCG Matrix creation with no credit card
  • AI assistance lowers the bar for teams new to portfolio frameworks
  • Simple enough for students, powerful enough for consultants

Your Portfolio Data Stays Yours

  • Your product and revenue data is not shared with third parties
  • Charts are private by default — you choose what to publish or share
  • No data is used to train external models without your consent
  • You can delete your account and all associated data at any time
  • Shareable links can be revoked whenever you choose

Start now

Start Your Portfolio Analysis Now

Create a BCG Matrix for free — no sign-up, no templates to wrestle with.

No account needed. Your BCG matrix is ready in under 2 minutes.