Diversification Review
Analyze concentration across sectors, regions and asset types. Spot ETF overlap issues and single-stock risks in your investments and crypto.
Premium feature
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 · Educational only
AI Advisor Powered by Claude
Your question
Am I on track for my goals?
I'm planning to quit my job soon and go for COAST FIRE.
Most critical findingThe numbers are promising, but timing is everything.
- Pension base is solid - compound growth does the heavy lifting.
- Net worth goals completed ahead of schedule.
- Liquid cash is thin - evaluate against your monthly burn rate.
- Clear non-mortgage debt before transitioning.
What you get
7 analysis types, one AI advisor
Select a topic or ask your own question. Claude analyzes the relevant slice of your portfolio data.
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
How it works
You stay in control of what gets sent, every single time.
1
Pick a topic
Choose from 7 analysis types or write your own custom question about your portfolio.
2
Review what's sent
See exactly which portfolio data will be included - positions, balances, goals or dividends. Full transparency.
3
Get your analysis
Claude analyzes your data and returns a detailed, structured response with findings and considerations.
4
Review anytime
Past analyses are stored for 3 months. Revisit previous insights as your portfolio evolves.
In practice
Built for real portfolio questions
The kind of questions you would ask a thoughtful advisor - answered from your own data.
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 5 years from retirement?"
An 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.
Why Claude
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 predefined analysis types, you can ask any portfolio-related question. Add optional context to any query for more targeted observations.
Ready to understand your portfolio?
Pick a topic or ask your own question - and get observations specific to your situation.
10 queries per month with Premium · Educational only
The AI Portfolio Advisor is powered by Claude, built by Anthropic. Example analysis shown is illustrative. All observations are educational, based solely on the portfolio data you choose to send, and are not financial advice - always consult a qualified advisor.