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portfolio_holdings.csv
Analyzing 47 holdings...
14
AI Agents
75+
Symbols Tracked
Daily
Market Analysis
27
Sector ETFs

How It Works

Three steps from portfolio upload to actionable intelligence.

STEP 01

Upload Your Portfolio

Drop in a CSV from Fidelity, Schwab, or any brokerage. We parse your holdings instantly.

STEP 02

14 Agents Analyze

Specialized AI agents evaluate technical signals, macro conditions, sector rotation, volatility, and institutional flows.

STEP 03

Get Actionable Insights

Receive an alignment score, sector recommendations, and rebalancing ideas tailored to current market conditions.

Unlock Professional-Grade Portfolio Intelligence

Multi-Factor Scoring

Your alignment score combines four key dimensions: sector positioning, macro conditions, volatility regime, and technical signals. Each factor is weighted based on current market relevance.

78Alignment
Sector
30% weight
Macro
25% weight
Volatility
20% weight
Technical
25% weight

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