PortfoliAI

**PortfolioAI — AI Portfolio Health Check** Understand your investment portfolio with AI. PortfolioAI helps you look at your portfolio from a different perspective. Add your stocks, ETFs, crypto, and cash, and get a simple AI-powered health check that helps you understand your portfolio structure, concentration, diversification, and potential risks. ### Your Portfolio, Explained You don't need to be a financial expert to understand your portfolio. PortfolioAI turns your holdings into a clear overview so you can quickly see: • How your portfolio is allocated • Which positions make up the largest share • How diversified your assets are • Where concentration may be a concern • What areas of your portfolio are worth reviewing ### AI Portfolio Health Check Get a portfolio health score and an AI-generated diagnosis based on the information you provide. PortfolioAI looks at areas such as: • Portfolio risk • Diversification • Position concentration • Asset allocation • Portfolio stability The goal isn't to give you a complicated financial report. It's to make your portfolio easier to understand. ### Ask Your AI Portfolio Doctor Have a question about your portfolio? Ask the AI Portfolio Doctor. For example: “Why is my portfolio score low?” “What is my biggest portfolio risk?” “Am I too concentrated in technology?” “Which position makes up the largest part of my portfolio?” “Is my portfolio relatively aggressive?” The AI uses your current portfolio context to provide a clear, easy-to-understand explanation. ### Built With Privacy in Mind Your portfolio is stored locally on your device. PortfolioAI is designed with a local-first architecture. Your portfolio, analysis history, and AI conversations are not stored in our portfolio database. When you request an AI analysis or ask the AI Doctor a question, the relevant information is temporarily sent to our server and AI service to generate a response. We do not use your portfolio information as analytics data. ### Simple by Design No complicated spreadsheets. No broker connection required. No trading account required. Simply enter your holdings, review the information, and let PortfolioAI help you understand your portfolio. ### Designed for Long-Term Investors PortfolioAI is designed for investors who want to better understand their overall portfolio rather than focus on individual trading signals. Use it to review your portfolio, identify areas worth paying attention to, and ask better questions about your investments. **Your portfolio. Your data. Your decisions.** PortfolioAI provides educational portfolio analysis and does not provide personalized financial, investment, tax, or legal advice. It does not execute trades or provide guarantees of investment performance. Always consider your own circumstances and conduct your own research before making investment decisions. Terms of Use(EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/