Portfolio Genius

What is Portfolio Genius?

Portfolio Genius is an AI-powered investment advisor that transforms how you manage your portfolio. Intelligent Recommendations: The AI analyzes markets, news, and your holdings to generate trade suggestions with detailed reasoning for each buy, sell, or hold. Multi-Model Flexibility: Choose from GPT, Claude, or Gemini—pick the AI that matches your investment style. Automated or Manual: Review suggestions and execute manually, or enable auto-trading to act on your behalf. Conversational Interface: Chat with your AI advisor in natural language. Ask questions, request analysis, or discuss strategies. Portfolio Tracking: Monitor positions, trades, and performance in one dashboard. Manage multiple portfolios with different strategies. Ideal for individual investors, busy professionals, beginners, and experienced traders wanting AI-backed insights.

Key Features