Your Entire Portfolio.
One Command Center.
Portfolio Intelligence gives you institutional-grade analytics across all your crypto, stocks, ETFs, FX, and commodities — with AI-powered rebalancing, risk stress-testing, and rotation alignment built in.
Analytics & intelligence only. Not financial advice. All execution requires manual approval.
How It Works
From connecting your first account to acting on AI-generated insights in three simple steps.
Connect Your Portfolio
Sync accounts from Binance, CoinStats, IBKR, or manually upload a CSV. Multi-exchange support in one place.
Get AI Intelligence
Our AI analyzes your allocations, correlations, and rotation alignment to generate a comprehensive portfolio health score.
Act on Insights
Approve rebalancing suggestions, export trade baskets, and commit changes to your tracked portfolio — all with manual control.
Everything You Need to Master Your Portfolio
Eleven integrated modules, each designed to give you institutional-grade analytical advantage.
Portfolio Overview
See your entire multi-asset portfolio at a glance — total value, PnL, allocation breakdown, and an AI-generated health summary.
Allocation Analysis
Visualize how your capital is distributed across asset classes and sectors. Identify concentration risk before it becomes a problem.
Rotation Alignment
See how your holdings align with live capital rotation signals. Know which of your assets are swimming with the market — and which are fighting it.
Correlation Exposure
AI-powered correlation clustering reveals hidden linkages between your assets so you're not accidentally doubling down on the same risk.
Risk Engine
Stress-test your portfolio against real market scenarios — BTC crashes, rate hikes, commodity spikes — and see your projected P&L impact.
AI Rebalancing
Get institutional-grade AI rebalancing recommendations tailored to your current holdings, risk profile, and market rotation context.
Execution Center
Review, approve, and export trade baskets as CSV or copy-paste instructions for your broker. Nothing executes without your explicit approval.
Portfolio Alerts
Get notified of volatility spikes, concentration risks, drawdown alerts, and rotation shifts that directly affect your held positions.
Backtesting
Simulate how your portfolio would have performed under different market scenarios, complete with Sharpe ratio, drawdown, and AI analysis.
Portfolio Optimizer
Choose your optimization goal — Max Sharpe, Min Volatility, Max Diversification, or Rotation Aligned — and get AI-simulated allocation weights with full before/after metrics.
Base Currency
Set your reporting currency — USD, EUR, CHF, GBP, JPY and more. All portfolio analytics, PnL, and performance metrics normalize to your chosen currency automatically.
Ready to See the Full Picture?
Connect your portfolio accounts and let AI surface the insights that matter — allocation drift, hidden correlation risk, rotation misalignment, and actionable rebalancing opportunities.
ChartDetector Portfolio Intelligence provides analytical insights only. Nothing constitutes investment advice or a guarantee of future performance. All execution decisions remain solely with the user.
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