Your Portfolio, Analyzed by Claude AI
Ask questions about your portfolio and get detailed, data-driven observations. Diversification gaps, risk alignment, goal tracking, dividend optimization — powered by Anthropic's Claude.
10 queries per month with Premium
7 Analysis Types, One AI Advisor
Select a topic or ask your own question. Claude analyzes the relevant slice of your portfolio data.
Diversification Review
Analyze concentration across sectors, regions, and asset types. Spot ETF overlap issues and single-stock risks in your investments and crypto.
Goal Tracking
Evaluate whether your savings trajectory puts you on track for your financial goals based on portfolio snapshots and current progress.
Risk Alignment
Compare your actual portfolio allocation against your stated risk tolerance, investment horizon, and life situation.
Weakness Detection
Identify structural issues: concentration risk, missing asset classes, currency exposure, debt ratio, and emergency fund gaps.
Dividend Optimization
Analyze your dividend income stream, yield opportunities, concentration risk, and payment calendar gaps.
Full Portfolio Review
Comprehensive analysis covering allocation, diversification, risk alignment, strengths, weaknesses, and actionable considerations.
How It Works
Pick a Topic
Choose from 7 analysis types or write your own custom question about your portfolio.
Review What's Sent
See exactly which portfolio data will be included — positions, balances, goals, or dividends. Full transparency.
Get Your Analysis
Claude analyzes your data and returns a detailed, structured response with findings and considerations.
Review Anytime
Past analyses are stored for 3 months. Revisit previous insights as your portfolio evolves.
Built for Real Portfolio Questions
FIRE Planning
"Am I on track for Coast FIRE?" — get a data-driven assessment of your trajectory, risks, and what to prioritize.
Risk Check
"Is my portfolio too aggressive for someone 5 years from retirement?" — alignment check against your actual profile.
Income Strategy
"How can I fill the gaps in my dividend calendar?" — yield analysis with payment timing insights.
Blind Spots
"What am I missing?" — weakness detection across asset allocation, geographic exposure, and structural gaps.
Privacy & Guardrails
Designed with transparency and safety in mind.
Data Transparency
Before every query, you see exactly which portfolio data will be sent. Claude never sees your name, email, or credentials.
No Buy/Sell Recommendations
The advisor will not recommend specific securities to buy or sell, and will not predict market movements or price targets.
Educational Only
All observations are educational and based solely on your portfolio data. Not financial advice — always consult a qualified advisor.
Powered by Claude, Built by Anthropic
Claude is known for thoughtful, nuanced analysis. Combined with your real portfolio data, you get observations that are specific to your situation — not generic tips.
Frequently Asked Questions
What AI model powers the advisor?
The AI Portfolio Advisor is powered by Claude, built by Anthropic. Claude analyzes your portfolio data to provide educational observations about diversification, risk, goals, and more.
What data does the AI see?
Claude only sees the portfolio data relevant to your question — investment positions, account balances, goals, or dividend data. It never sees your name, email, or login credentials.
How many queries do I get per month?
Premium subscribers get 10 AI advisor queries per month. Your usage resets at the start of each calendar month.
Is this financial advice?
No. The AI advisor provides educational observations based on your data. It will not recommend specific securities to buy or sell, predict market movements, or provide personalized financial advice.
How long are my analyses stored?
Your past analyses are stored for 3 months so you can review them. After that, they are automatically deleted.
Can I ask custom questions?
Yes. Beyond the 6 predefined analysis types, you can ask any portfolio-related question. Add optional context to any query for more targeted observations.
Ready to Get Your Portfolio Analyzed?
10 AI-powered analyses per month, powered by Claude.
7-day free trial. Cancel anytime.