Question 1

What is the AI Portfolio Advisor?

Accepted Answer

An AI-powered analysis tool that reviews your actual portfolio data and provides personalized insights on diversification, risk alignment, goal tracking, and dividend optimization using Claude AI.

Question 2

Is the AI Advisor free?

Accepted Answer

The AI Advisor is a Premium feature. Premium users get a monthly allowance of AI queries. Start with a 7-day free trial to try it out.

Question 3

What data does it analyze?

Accepted Answer

Depending on the query type, it analyzes your investment positions, account balances, portfolio snapshots, financial goals, dividend data, and ETF overlap — all securely processed.

Question 4

Can I ask custom questions?

Accepted Answer

Yes. In addition to pre-built analysis types, you can ask any custom question about your portfolio and get a personalized AI response.

AI Portfolio Advisor

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