AIPortfolioAdvisor

Stop guessing about your next trade. AI Portfolio Advisor analyzes your entire portfolio in one pass — your positions, your watchlist, and today's macro market conditions — and synthesizes everything into a clear, prioritized action plan.

Built for self-directed investors who want a structured second opinion before they trade. A research assistant for the parts of due diligence that take real time.


HOW IT WORKS

Every analysis follows the same map-reduce flow:

1. Macro context. The AI reads today's market environment — interest rates, sector sentiment, risk-on or risk-off.

2. Position evaluation. Each holding is analyzed against that macro backdrop, with attention to whether it's aligned with or vulnerable to current conditions.

3. Watchlist screening. Every stock on your watchlist gets the same treatment, with a valuation score from -100 (strong buy) to +100 (strong sell) and a HOLD / TRIM / SELL / ADD recommendation.

4. Action plan. The results synthesize into specific recommendations: which holdings to trim or sell, which watchlist stocks to add, and what cash allocation makes sense given the macro outlook.

The whole process typically completes in under a minute, even for portfolios with dozens of positions and watchlist tickers.


FEATURES

• Per-stock valuation scoring with a 2-sentence rationale
• Macro-aware analysis — every recommendation reflects current conditions
• Watchlist screening that batches long lists efficiently
• AI idea generation that filters new candidates through your portfolio
• Ask Anything — freeform questions answered with live web-grounded data
• Cash allocation guidance based on the macro outlook
• Search grounding toggle for fresh news and price data
• Two AI quality tiers: Fast for everyday use, Best for high-stakes synthesis
• Detailed step-by-step progress — watch each call complete in real time
• Transparent retry indicators when a request needs to retry
• Local data — your portfolio and analysis history live on your Mac


CREDITS AND IN-APP PURCHASES

AI Portfolio Advisor runs every AI request through a secure backend. There's no API key for you to manage — you spend credits from a balance shown in the toolbar.

A starter balance gets you going. When you need more, you can purchase credit packs through the App Store:

• 100 AI Credits — $1.99
• 500 AI Credits — $7.99
• 1500 AI Credits — $19.99 (best per-credit value)

Credits never expire. A typical full portfolio analysis uses roughly 10–15 credits depending on your watchlist size and number of positions.


PRIVACY

Your portfolio data lives in a local database on your Mac and is only sent to the AI service as part of analysis requests you initiate. We don't collect or sell user data, and there are no ads.


IMPORTANT DISCLAIMER

AI Portfolio Advisor is a research and analysis tool, not financial, investment, or tax advice. AI-generated recommendations are intended to inform your own decision-making — they are not personalized advice, and they may contain errors. Always do your own research and consult a qualified financial professional before making investment decisions. Past performance does not guarantee future results.