The first platform that proactively analyzes risks, optimizes allocations, and stress-tests your portfolio using advanced Generative AI.
Proj. Growth
+18.5%
Real use cases of how Portfolyst acts as your personal financial architect.
Don't let hidden correlations catch you off guard. The AI scans your assets to catch vulnerabilities before the market does.
AI Insight:
"Your portfolio is 85% highly correlated tech. A sector dip could hurt. Consider adding defensive bonds to balance."
Got cash? The AI builds the perfect expansion plan based on today's interest rates and market sentiment.
AI Insight:
"With rising rates, expanding into Banking stocks while keeping your Energy hold is a rational move."
Too busy? Get a Sunday night memo summarizing your wins, risks, and the week ahead.
AI Insight:
"Nvidia is up 10% on new chip news. Watch out for the Fed meeting next week; it might trigger volatility."
Sleep better knowing exactly how your wealth would react to a crash, a boom, or a currency spike.
AI Insight:
"If Bitcoin drops 30%, your total drawdown is only 4% thanks to your heavy bond blending."
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