Ask anything about your positions. Get expert-level analysis grounded in your real holdings — not a generic chatbot reading headlines. Powered by AI.
Most AI tools live in a vacuum — you copy your positions, hope for the best. PortfolioIQ wires AI directly into your live portfolio data, so every answer is grounded in your real holdings, real costs, real exposure.
Concentration risk. Expiry exposure. Specific rebalancing suggestions for your book. A full analyst memo in seconds.
Hand it a trade, it writes the structured entry — title, thesis, risk factors, plan. Tagged and searchable from day one.
Ask anything. The AI keeps the full context of your portfolio and remembers what you discussed earlier in the chat.
Real questions from real traders. Every answer grounded in your live holdings — not a generic web search dressed up as advice.
and a thousand others, in plain English
Try it — it's freeEvery feature feeds the AI better data. Better data, better answers.
Real-time P&L on every stock and option, refreshed every 15 seconds. The AI sees the same data you do.
Full chains for any ticker with IV, OI, and every Greek. Break-even auto-computed. Feeds straight into the AI.
AI writes a structured entry for every trade. Searchable history with tags and P&L attribution.
Set price targets in seconds. Telegram or email ping the moment your level hits.
Win rate, profit factor, allocation breakdowns. Spot what's actually working in your trading.
Polls every 20 seconds. Pauses when you're not looking. Won't drain your laptop battery.
Manual entry or CSV import. Stocks and option contracts welcome. Takes under a minute.
Click analyze for a full memo. Or just type a question. The AI sees your whole portfolio in real time.
Set alerts. Journal your trades. Iterate on the strategies that work. Drop the ones that don't.
Free. Ad-free. Private. Three commitments — read them twice.
Every feature, fully unlocked. No paywalls, no upsells, no credit card. If we ever introduce paid plans, you'll have plenty of notice — early users will always have a path forward.
We don't sell your attention. Your dashboard stays clean. Your inbox stays clean. The only thing you'll see on the screen is your portfolio.
Bank-level encryption at rest. Never sold to third parties. Never shared. Export everything anytime. Delete your account and we erase it all.
Sign up free. Add your positions. Ask the AI anything. Takes 30 seconds. No credit card. No catches.