Is your portfolio working as hard as it could? Our AI analyzes your holdings and suggests optimizations to maximize returns while managing risk.
Optimize My Portfolio FreeAre you too concentrated in one sector? Our AI identifies overlap and suggests diversification improvements.
Calculate your portfolio's beta, volatility, and maximum drawdown risk. Understand what you're really exposed to.
Stocks that move together don't diversify risk. We find correlated holdings that aren't protecting you.
Get specific recommendations: "Reduce AAPL by 5%, add 3% international exposure."
Current Portfolio Issues Detected:
AI Recommendation: Reduce NVDA/AAPL positions, add VEA for international exposure, consider BND for stability. This could reduce volatility by 28% with minimal return impact.