Smart AI Portfolio Tracker & Management Tool

No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis only. We are not registered investment advisors and do not provide investment, financial, or legal advice. Our AI-generated insights are for informational purposes only and should not be considered as recommendations to buy, sell, or hold any securities. Always consult with a qualified financial advisor before making investment decisions.

AI portfolio analytics uses advanced artificial intelligence algorithms to analyze market data, financial fundamentals, and news sentiment to help you understand your investments better. Portfolio Genius continuously monitors your holdings and provides data-driven insights based on your risk profile and investment goals.

Portfolio Genius offers a free tier with up to 3 portfolios, weekly AI reviews, and 10 trade suggestions per month. For unlimited portfolios, daily reviews, all AI models, and brokerage integration, our Premium plan is $20/month or $200/year (save $40). You can start free and upgrade anytime.

Our AI portfolio analysis is designed to be accessible for beginners while still powerful for experienced investors. Simply describe your investment goals and risk tolerance, and the AI analyzes your portfolio to provide clear, educational insights. Each analysis comes with plain-English explanations so you understand the reasoning behind every observation.

Tracking your stock portfolio with AI is simple: create an account, add your holdings manually or describe your portfolio, and our AI immediately begins analyzing your positions. The AI monitors market conditions, company fundamentals, and news, alerting you to potential opportunities and risks. You'll receive data-driven insights about portfolio balance, diversification, and market trends.

Absolutely! Portfolio Genius excels at ETF portfolio management. Our AI analyzes your ETF holdings for diversification, expense ratios, overlap between funds, and alignment with your investment goals. Whether you're building a simple three-fund portfolio or a complex multi-asset strategy, our AI provides tailored insights for understanding ETF selection and allocation.

Yes, Portfolio Genius provides AI-powered rebalancing insights. The AI continuously monitors your portfolio allocation and alerts you when positions drift from your targets. While we don't execute trades automatically (you maintain full control), the AI shows you how your allocation compares to your targets, making it easy to understand when rebalancing may be beneficial.

Portfolio Genius does not perform actual trading. In bot portfolios, trading is simulated (good to test your ideas). In manual portfolios, our advanced AI generates analytical insights, which you can review and consider. Any actual trades are executed by you on your own broker's platform, and then recorded with Portfolio Genius.

Our AI stock portfolio analyzer evaluates risk across multiple dimensions: concentration risk, sector exposure, correlation between holdings, volatility metrics, and alignment with your stated risk tolerance. The portfolio risk assessment tool provides a comprehensive view of your portfolio's risk profile and identifies areas that may benefit from further analysis.

Yes! You can try Portfolio Genius without creating an account. Use our 'Try It Now' feature on the homepage to describe your investment goals and see AI-generated portfolio ideas instantly. When you're ready for the full experience, sign up to track your portfolios over time.

Portfolio Genius supports stocks and ETFs from major US exchanges including NYSE and NASDAQ. We provide real-time pricing data, comprehensive financial fundamentals, and AI-powered analysis for thousands of securities. Support for additional markets and asset types is on our roadmap.

We take security seriously. Your data is encrypted both in transit and at rest using industry-standard encryption protocols. We use Firebase/Google Cloud infrastructure with enterprise-grade security. We never store brokerage credentials or have the ability to access your actual investment accounts. Your portfolio data is private and only visible to you unless you choose to share it.