AI Portfolio Analysis
1 free / monthOne click — Claude reads your cost basis, hold times, and price trends to surface what to sell, hold, or watch.
What's Working
What's Not
Actions to Consider
Unlock the full analysis
Pro shows what's working, what's not, and 3 specific actions Claude recommends for your portfolio — every time, no monthly limit.
Upgrade to Pro
Total Cards
18
Total Invested
$1,045.00
Est. Market Value
$730.67
Realized Gains
+$0.00
Total P/L
$-314.33
Portfolio Market Value
Estimated value over time