One upload, and PortfoliAI turns your broker statements into a living command deck — performance, risk, costs and alerts, read and explained by AI, updated every single day.
AI: momentum in your tech holdings is driving today's gain — no alerts triggered.
No spreadsheets to maintain, no analysis to run by hand. You set up your portfolio once, and PortfoliAI keeps reading it for you.
Once, ever. Export the CSV or Excel file from your broker and upload it.
Performance, risk, costs and allocation, explained in plain language — right away, no spreadsheets.
Value, P/L, composition and costs, updated every day after markets close.
Set thresholds on value, drawdown or allocation, and PortfoliAI tells you the moment one is crossed.
Whether monitoring your own portfolio or every client's, automatically and continuously.
Finally understand exactly what's happening inside your portfolio, day after day — with AI doing the reading so you don't have to.
Every client's portfolio tracked in one place, with AI surfacing what needs your attention before they have to ask.
From the daily dashboard to the deepest risk analysis — AI keeps every angle within reach.
Current value, unrealized P/L, composition and costs — refreshed once a day after markets close.
Explicit commissions and implicit bid-ask spreads broken down by broker, asset, and period. The true cost of every trade.
Historical deposits, withdrawals, buy/sell activity, and dividend income broken down by asset — yield, yield on cost, and YoY growth.
Monthly heatmaps, annual returns, trailing period performance, and comparison against a market benchmark — alpha, tracking error, and more.
Mean-variance optimization, Max Sharpe and Min Volatility allocations, and an asset correlation matrix — where you stand vs. the theoretical optimum.
21-day rolling volatility, max drawdown, Sharpe ratio, and a category-level breakdown of what's really driving your risk.
Billed annually — monthly billing available at a premium.
Sign up free — we'll email you the moment it's live.
Sign up free — we'll email you the moment it's live.
Everything you need to know about PortfoliAI.