Portfolio Genius

## About Portfolio Genius

Navigating the financial markets is a constant challenge. Individual investors are often overwhelmed by the sheer volume of data, news, and analysis required to make informed decisions. The result? Missed opportunities, emotional trading, and portfolios that don't align with long-term goals. Portfolio Genius is the solution to this modern investing dilemma. It is an AI-powered investment advisor and portfolio management tool designed to transform how you manage your wealth. It acts as your personal, 24/7 analyst, continuously scanning global markets, processing financial news, and analyzing your specific holdings to generate intelligent, data-driven trade suggestions. The platform offers unparalleled flexibility, allowing you to choose from top AI models like GPT, Claude, or Gemini to match your unique investment style, and decide between manual review or automated execution. With a conversational chat interface and a comprehensive dashboard for tracking all your positions and performance, Portfolio Genius demystifies portfolio management. It is the ideal tool for individual investors, busy professionals seeking a hands-off approach, beginners needing guidance, and even experienced traders who want AI-backed insights to augment their own strategies.

## Features of Portfolio Genius

### Intelligent AI Recommendations
The core of Portfolio Genius is its advanced AI engine that tackles the problem of information overload. It continuously analyzes real-time market data, company fundamentals, and global news sentiment. It then cross-references this vast dataset with your specific portfolio holdings and risk profile to generate clear, actionable trade suggestions. Each recommendation comes with detailed reasoning, explaining the "why" behind every buy, sell, or hold signal, empowering you to make confident, informed decisions rather than emotional guesses.

### Multi-Model AI Flexibility
Every investor has a unique style, and a one-size-fits-all AI doesn't work. Portfolio Genius solves this by offering a choice of leading AI models—GPT, Claude, or Gemini. You can select the AI whose analytical approach and reasoning style best match your philosophy, whether you prefer aggressive growth analysis, conservative value assessment, or balanced, nuanced insights. This flexibility ensures the advice you receive feels personalized and aligned with your investment temperament.

### Automated or Manual Trade Execution
Balancing control with convenience is a key challenge. Portfolio Genius provides the perfect solution with dual-mode operation. You can choose to manually review every AI-generated suggestion, learning from the analysis and maintaining full control over each trade. Alternatively, for ultimate convenience, you can enable auto-trading (with integrated brokerage support) to let the AI execute strategies on your behalf, ensuring you never miss a potential opportunity even when you're busy.

### Unified Portfolio Tracking & Analytics
Managing multiple accounts and strategies across different platforms is fragmented and time-consuming. Portfolio Genius consolidates everything into one powerful dashboard. You can monitor all your positions, track trade history, and view comprehensive performance metrics in real-time. The tool provides visual breakdowns of your asset allocation for diversification analysis and offers data-driven insights into your trading patterns, all within a single, secure interface.

## Use Cases of Portfolio Genius

### The Busy Professional
For professionals with demanding careers, finding time for deep market research is nearly impossible. Portfolio Genius acts as a full-time investment analyst, working around the clock. By setting up automated trading or quickly reviewing daily AI summaries, they can maintain a sophisticated, actively managed portfolio without it consuming their evenings and weekends, ensuring their money works as hard as they do.

### The Novice Investor
Beginners face the daunting challenge of where to start and how to analyze opportunities without experience. Portfolio Genius serves as an educational coach. By interacting with the AI through conversational chat, asking questions about strategies, and reviewing the detailed reasoning behind each trade suggestion, new investors can learn market principles and build confidence while building their portfolio with AI-guided support.

### The Experienced Tracker Seeking an Edge
Even seasoned investors can struggle to process all available data efficiently. Portfolio Genius augments their expertise by providing a second opinion. They can use the AI to scan for signals they might have missed, backtest ideas against historical data, or leverage different AI models to gain alternative perspectives on their holdings, turning the platform into a powerful research assistant that enhances their decision-making process.

### The Multi-Strategy Portfolio Manager
Investors who run separate portfolios for different goals (e.g., aggressive growth, retirement income, crypto speculation) struggle with organization. Portfolio Genius allows them to create and manage multiple, distinct portfolios within one dashboard. They can apply different AI models and risk parameters to each, track their performance independently on leaderboards, and execute tailored strategies without platform-switching headaches.

## Frequently Asked Questions

### Does Portfolio Genius provide investment advice?
No. Portfolio Genius is a portfolio tracking and analytics platform that provides educational and informational analysis only. We are not registered investment advisors, brokers, or dealers. The AI-generated suggestions and tools are for research and informational purposes to help you make your own investment decisions. You are solely responsible for evaluating any information and executing your own trades.

### How does the AI generate trade suggestions?
The AI integrates and analyzes multiple real-time data sources: pricing services for live market data, databases for company financials and fundamentals, news feeds processed for market sentiment, and web search for the latest research. It cross-references this continuous stream of information with your portfolio's composition, performance history, and stated goals to identify potential opportunities, risks, and imbalances, presenting them as reasoned suggestions.

### Is my financial data secure with Portfolio Genius?
Absolutely. Security is a top priority. Portfolio Genius employs bank-grade, enterprise-level security standards. All your data is encrypted in transit and at rest. We do not store your brokerage login credentials if you choose to link an account for auto-trading; we use secure, read-only connections via certified partners like Alpaca to ensure your assets and personal information are protected.

### Can I try Portfolio Genius for free?
Yes. Portfolio Genius offers a full-featured Free plan forever, with no signup required to start exploring. You can create demonstration portfolios, access basic AI recommendations, and use core tracking features with up to 3 portfolios. This allows you to thoroughly test the platform's interface and analytical capabilities before deciding to upgrade to a paid plan for unlimited portfolios and advanced features.

## Pricing of Portfolio Genius

Portfolio Genius offers simple, transparent pricing with a free tier and two premium plans, all including a 7-day money-back guarantee.

Free ($0/month): Ideal for starting out, this plan includes basic portfolio tracking for up to 3 portfolios, weekly AI reviews, basic recommendations, and 10 trade suggestions per month.

Premium ($20/month): The most popular plan for active investors. It offers unlimited portfolios, daily AI reviews, access to all AI models (GPT, Claude, Gemini), unlimited trade suggestions, integration with Alpaca for auto-trading, and priority support.

Premium Annual ($200/year): The best value, offering all Premium features while saving $40 annually (equivalent to 2 free months). It also includes exclusive member perks and priority email support.