Your real portfolio.
Analyzed every day.
Not generic market commentary. Not someone else's picks.
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Total Portfolio Value
$602,728
+$15,370
(+2.55%)
today
Vitals
Wtd P/E
22.4×
Wtd Beta
1.15
Yield
2.4%
Sector Exposure
Today's Movers
Top Holdings
Portfolio AI
Daily Briefing · refreshes daily
— Generated from your live brokerage holdings —
Sample portfolio · Click tabs to explore each feature
Your broker shows numbers. Not answers.
Every morning, you open your brokerage app and see a sea of red or green. Your account is down 4%. But the app never tells you why. Was it company-specific news? A macro shock? A sector rotation you should have seen coming? Without context, every bad day feels like a crisis — and every good day feels like luck.
My Portfolio changes that. Connect your brokerage and our AI builds a complete intelligence layer around your exact positions — four distinct lenses that turn raw price moves into actionable understanding.
Daily AI briefing
Every day, our AI reads your exact holdings and recent price history — then runs up to 8 live news searcheson Tavily-indexed financial sources before writing a single word. It finds the specific catalyst behind each significant move, cross-checks publication dates against session dates, and writes a 4-6 paragraph briefing that explains your portfolio's session in plain English.
Position-specific, not generic
It doesn't summarize the market. It explains why COHR specifically moved, why MU is different from MRVL, and what's coming for each one. Every holding that moved gets a reason.
Temporally accurate
The AI cross-checks publication dates against session dates before attributing causation. A stock that rallied Monday on a deal and fell Tuesday on macro is two separate stories — and it knows the difference.
Forward-looking
Upcoming earnings, analyst days, macro events on the calendar — the briefing closes with what to watch next so you're never caught off guard.
Regenerate on demand
Briefings are cached for 24 hours to keep analysis costs manageable. You can force a fresh generation anytime mid-session when news breaks.
Today's selloff in your portfolio isn't stock-specific — this is a classic risk-off move driven by macro shocks. The immediate trigger: news of U.S. and Israeli military strikes on Iran, which hit the wires late yesterday and into this morning, sending oil prices sharply higher and pushing global indices into a tailspin. Your heavy semiconductor exposure (COHR, MRVL, MU, VRT, QCOM, HPE) is feeling the brunt.
Coherent (COHR), your biggest position, is off nearly 6% live after a wild three-day run that included news of Nvidia's $2 billion direct investment as part of a broader $4 billion push into data center optics. That headline drove the stock up double digits since late last week, but today's reversal isn't about fundamentals — the market is giving back gains as the macro tide turns.
Micron (MU) is down even harder — nearly 7% — and again, the culprit is not company execution but global risk aversion. Both MU and Marvell (MRVL) are expected to report earnings this week, so expect volatility to stay elevated.
… briefing continues with analysis of Vertiv, QCOM, Paramount Skydance, and a forward-looking watch list.
Portfolio health assessment
The Health tab gives you a structural audit of what you actually own. We compute your portfolio's weighted P/E, P/S, and beta from live FMP data — then run live benchmark lookups against the S&P 500 and sector averages so those numbers actually mean something.
Your weighted average P/E ratio is 79.0x, which is stratospheric compared to both the S&P 500's forward P/E of roughly 22x and the technology sector's already-above-average 20x. You're paying a severe premium for expected growth, with some holdings (COHR, PSKY, WBD) trading at 100-400x earnings.
Your risk profile is aggressive. The weighted average beta of 1.43 is substantially higher than both the S&P 500 (~1.0) and even the tech sector's average (~1.04). Your top holdings — COHR, MRVL, VRT — have betas ranging from 1.87 to 2.09, meaning your portfolio will swing much more than the market, especially in downturns.
… assessment continues covering income/growth orientation, industry clusters, cost basis efficiency, and specific recommendations.
Per-stock intelligence
Expand any holding in your portfolio and an on-demand intelligence panel loads instantly. This isn't a static data card — it's a live fetch that pulls quote data, analyst research, recent news, and generates a fresh AI insight specific to that position in the context of your portfolio.
- Live quote & 30-day sparkline: Price, day change, day range, market cap — and a 30-day area chart so you can see trend context at a glance, not just today's number.
- Analyst consensus & price target: Aggregated buy/hold/sell ratings from Wall Street analysts with a visual bar. Average price target, target high/low, and implied upside from current price — all pulled live.
- Recent news digest: The 5 most recent news headlines for that ticker, sourced from major financial publishers — with dates and snippet text. No need to tab-hop.
- AI insight blurb: A concise, research-backed paragraph generated after searching for the latest news on that specific ticker. What happened, what it means for your position, and what to watch next.
- Deep dive links: One-click access to Spark Charts (full technical analysis) or Spark Generator (full interactive research report) for any holding that warrants deeper investigation.
Portfolio AI chat
Our AI Analyst — already the platform's most powerful tool — gets a full picture of your holdings before the conversation starts. It knows your exact positions, weights, and cost basis. And it has three live research tools to work with during the conversation.
search_newsSearches Tavily-indexed financial news in real time. "What happened with MRVL today?" triggers an immediate news fetch before responding.
get_quoteFetches live prices, % change, volume, and market cap. When you ask "is COHR still down?" it checks the live price.
get_price_historyPulls daily closing price history for trend analysis. "How has MU performed YTD?" gets a data-backed answer, not a guess.
Opinionated, not cautious
The Portfolio Chat is built to give you a real opinion, not a hedge. It proactively flags things it notices in your portfolio. If you say "hi," it opens with something specific and interesting — a notable concentration risk, a position worth trimming, a setup worth watching. No disclaimers, no "on the other hand," no "how can I help you today."
Premium exclusive
My Portfolio requires a real brokerage connection and runs live AI analysis on your holdings — it's the most compute-intensive feature we offer. All four layers are reserved exclusively for Pro and Platinum members.
Your portfolio. With a brain.
Connect your brokerage and get your first AI briefing within minutes — backed by our 30-day money-back guarantee.
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