Your Brokerage Sees Your Stocks. Your Exchange Sees Your Crypto. Neither Sees the Whole Picture.
Stop making critical decisions with fragmented data. Portfolio AI unifies your entire portfolio and puts a finance-specialized AI analyst in your pocket, revealing risks and opportunities you're currently missing.
Get a free trial of our AI-Powered Portfolio ManagerIf You're an Investor with a Foot in Both Worlds, This Probably Looks Familiar...
The "Master" Spreadsheet
That manually-updated Google Sheet you swear you'll keep current. It's always out of date, prone to errors, and can't provide a single real-time insight.
The "3-Tab Shuffle"
You have your brokerage tab, your crypto exchange tab, and your market news tab open just to get a basic sense of where you stand. It's a cluttered, inefficient mess.
The "Nagging Doubt"
The constant, low-grade anxiety that comes from not knowing your true, unified exposure. Are you over-leveraged in tech across both your stocks and crypto? You're flying partially blind.
Introducing Portfolio AI: The First Unified Command Center for the Modern Investor.
Portfolio AI isn't just another tracker. It's an intelligent layer that sits on top of your existing accounts. We securely connect to your brokerages and exchanges to build the one thing you've never had: a single source of truth. But we don't stop there. Our proprietary, finance-trained AI analyzes your complete financial picture—stocks, bonds, and crypto—as a single, cohesive portfolio. For the first time, you can move from just tracking your wealth to truly understanding it.
Get Total Clarity in Under 3 Minutes.
Securely Link Your Accounts
Using industry-leading, read-only API connections, safely connect your brokerage and crypto exchange accounts. Your assets never move and your credentials are never stored.
See Your Unified Dashboard
Instantly, your fragmented assets appear in one intuitive interface. See your true net worth, your top movers, and your total allocation across all asset classes, in real-time.
Receive AI-Powered Insights
Our AI gets to work, analyzing your newly unified portfolio for hidden risks, concentration issues, and potential diversification opportunities. The insights start flowing within the hour.
Powerful Features for Complete Portfolio Control
Multi-Asset Management
Manage all your assets in one place—stocks, cryptocurrencies, commodities, real estate, and more. Get a unified view of your entire investment universe.
Multiple Portfolio Strategies
Create and simulate several portfolios simultaneously. Test different investment strategies, compare performance, and optimize your approach before committing capital.
Sophisticated Analytics
Access institutional-grade portfolio analysis tools used by successful funds. Get insights on risk metrics, correlation analysis, Sharpe ratios, and portfolio equilibrium.
Real-Time Exchange Integration
Connect directly to major crypto exchanges to sync your balances in real-time. No more manual updates—your portfolio stays current automatically.
AI-Powered Reports
Get thoughtful, data-driven reports powered by AI with access to EDGAR filings, financial journals, and crypto news sources. Stay informed with comprehensive market intelligence.
Multi-LLM Chat Assistant
Leverage a built-in chatbot connected to Claude, OpenAI, Gemini, Grok, and Kimi. Get personalized investment advice and strategic insights from multiple AI perspectives.
Trusted by Tech Leaders, Consultants, and Savvy Investors.
"Portfolio AI replaced the messy spreadsheet that used to run my financial life. Seeing my crypto and stock performance in one place has been a complete game-changer for how I manage risk."
"I always suspected my tech stock and crypto holdings were too correlated. The AI analysis confirmed it and suggested specific ways to diversify. It's like having a personal quant analyst. Invaluable."
Your Security is Our Foundation.
Choose Your Perfect Plan
Manage all your assets in one place: stocks, bonds, crypto, real estate, commodities, and more.
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Get Premium PlanFrequently Asked Questions
Absolutely. We use bank-level 256-bit encryption and maintain SOC 2 compliance. We only access your accounts through read-only API connections to exchanges, meaning we can never move your money or access your login (encrypted) credentials. Your assets remain exactly where they are.
Our chatbot connects to the best AI (Claude, openAI, Gemini, Grok, Kimi) with specialized financial tools and connected services. It analyzes your complete portfolio across all asset classes, identifies correlations, concentration risks, and diversification opportunities that would be impossible to spot manually across multiple accounts.
For crypto, we integrate with Coinbase, Kraken, Binance.US, and other leading exchanges. If we don't support your platform yet, let us know!