AI Assistant

Your personal investment assistant.
AI-Powered Insights & Analysis

Get instant answers about your portfolio from our AI assistant. Understand complex market trends, receive personalized recommendations, and make confident investment decisions with data driven AI & analytics.

  • 24/7 AI assistant for portfolio questions
  • Personalized investment insights
  • Market trend analysis and alerts
  • Smart rebalancing recommendations
Try AI assistant free
Smart Automation

Let us handle all the
difficult calculations for you

Focus on your investment strategy while we handle the complex math. Our AI-powered system automatically calculates portfolio allocation, rebalancing needs, risk metrics, and performance analytics in real-time.

  • Automatic portfolio rebalancing calculations
  • Real-time risk assessment
  • Performance tracking and analytics
Get started free
Transform Your Results

It doesn't have to stay that way
See the difference AI insights can make

Stop settling for average returns. Our AI-powered platform helps you identify opportunities, optimize your portfolio, and make data-driven decisions that lead to better performance.

Start improving today See all features
Features

Everything you need to succeed

Professional-grade tools designed to help you make smarter investment decisions

Start Free, Upgrade When You're Ready

Join 100+ investors already using AI to optimize their portfolios

Free

$ 0 /month
  • 1 Portfolio
  • Basic Analytics
  • Portfolio Tracking
  • Basic Rebalancing
  • AI Copilot
  • Advanced Analytics
  • Market Intelligence
Get Started
Most Popular

Pro

$ 8.29 /month

7 Days Free Trial

  • 5 Portfolios
  • AI Insights
  • Advanced Analytics
  • AI-Powered Smart Rebalancing
  • Personalized Market News
  • Backtesting Simulator
  • Unlimited Portfolios
Get Started

Premium

$ 16.59 /month
  • Everything in Pro +
  • AI Copilot (Unlimited)
  • Unlimited Portfolios
  • Advanced Market Intelligence
  • Custom Reports
Get Started

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* Prices do not include applicable taxes

Frequently Asked Questions

Everything you need to know about using AI to optimize your investments

Brokerage apps are built for executing trades. PortfolioIQ is built for making smart investment decisions. We provide professional analytics (Sharpe ratios, correlations, risk metrics), market intelligence, AI insights, and automated portfolio optimization that brokers don't offer. Think of us as your investment research and analysis command center.

No, we do not connect to your accounts for maximum security and privacy. You simply input your holdings manually (takes 2-3 minutes). We provide the professional analysis and smart recommendations - you execute trades with your existing broker when you choose to.

Upgrade to Pro for a 7-day free trial to test advanced analytics, the AI Copilot, automated rebalancing and more.

We give you the same powerful metrics usually reserved for expensive professional platforms - but explained simply:

• Sharpe ratio (how much return you get for the risk you take)
• Alpha & Beta (how your portfolio moves compared to the market)
• Maximum drawdown (the worst drop your portfolio could face)
• Volatility (how "bumpy" the ride is)
• Correlations (how your holdings move together)
• Factor exposures & risk-adjusted returns

And with AI-powered insights, everything is explained in plain English so you actually understand it.

Ask questions about your portfolio in natural language like "Is my portfolio too risky?" or "Should I rebalance now?" The AI analyzes your holdings, market conditions, and risk metrics to provide personalized insights. It's like having a financial analyst available 24/7.

Yes, absolutely. We use bank-level encryption, never store account credentials (we don't connect to accounts), and your portfolio data is completely private. We only see what you choose to input, and we never share or sell your information. Your investment strategy stays between you and PortfolioIQ.

Ready to transform your investing?

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