Portfolio Intelligence

Your Portfolio.
Fully Understood.

Institutional-grade analytics for crypto, stocks, ETFs, FX, and commodities. AI-powered risk analysis, correlation clustering, and rebalancing — in one command center.

Analytics only · Not financial advice · Manual execution

12Analytics Modules
4Connection Methods
6Currencies
AIPowered Insights

Why Portfolio Intelligence?

Most investors fly blind. We give you the instruments professionals use.

See Hidden Risks

Hidden correlations, misaligned positions, and liquidity gaps surface before they become problems.

Institutional Analytics

Stress testing, correlation clustering, and optimization — tools once reserved for hedge funds.

You Stay In Control

No auto-trading. Every recommendation is transparent and requires your explicit approval.

AI That Helps

Personalized insights synthesized from your holdings, rotation signals, and market context.

From Zero to Insight in 3 Steps

Getting started takes minutes. The insights last a lifetime.

01

Connect Your Portfolio

Use CoinStats, IBKR Flex, crypto wallets, or CSV upload — your choice. All in one place.

02

AI Analysis Runs

Allocations, correlations, rotation alignment, liquidity scores, and stress scenarios — calculated instantly.

03

Act on Intelligence

Review AI rebalancing suggestions, optimize allocations, export trade baskets — always with manual control.

Connect Your Portfolio

Multiple ways to sync your holdings. All in one place.

CoinStats

Sync 300+ exchanges & wallets via CoinStats portfolio API

IBKR Flex

Interactive Brokers Flex Web Service for stocks, ETFs, FX

Crypto Wallets

Ethereum, Bitcoin, Solana, BSC, Polygon, and more

Manual CSV

Upload or manually enter any portfolio positions

12 Modules. One Platform.

Every tool you need to understand, protect, and optimize your portfolio.

Unified Dashboard

Total value, unrealized PnL, allocation breakdown, health score, and AI summary — all in one screen.

Allocation Analysis

Visualize capital distribution across asset classes, sectors, and geographies with interactive charts.

Rotation Alignment

See which holdings align with institutional capital flows. Real-time alignment scores for every position.

Correlation Clusters

AI reveals hidden linkages between assets. Discover correlated positions before drawdowns expose the risk.

Risk Stress Testing

Simulate crashes, rate hikes, and corrections. See projected P&L impact before it happens.

New

Liquidity Scores

Every position scored 0–100 for convertibility to cash. Understand your real liquidity profile.

AI Rebalancing

Institutional-grade rebalancing recommendations tailored to your holdings and market context.

New

Portfolio Optimizer

Max Sharpe, Min Volatility, or Max Diversification — get AI-simulated optimal weights.

Execution Center

Review, approve, and export trade baskets. Nothing executes without your explicit approval.

Backtesting

Simulate historical performance. Sharpe ratio, max drawdown, volatility, and AI commentary.

Smart Alerts

Volatility spikes, concentration breaches, drawdown alerts, and rotation shifts — before you check your broker.

New

Multi-Currency

USD, EUR, CHF, GBP, JPY, SGD. All analytics normalize to your base currency automatically.

Stop Guessing. Start Knowing.

Connect your portfolio in minutes. Get AI health scores, risk analysis, and rotation alignment — immediately.

Frequently Asked Questions

Everything you need to know before connecting your first account.

Does Portfolio Intelligence execute trades automatically?
Which brokers and exchanges are supported?
What asset classes does it cover?
Is my data secure?
What does the Portfolio Health Score represent?
Does this constitute financial advice?

Your Portfolio Deserves
Better Intelligence.

Connect your accounts, run AI health analysis, and make decisions backed by institutional-grade data.

Analytical insights only. Not investment advice. All execution decisions remain with you.

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