Portfolio
Intelligence

Your weekly decision, from your own server. Only your devices can open it.

Face ID or Touch ID ยท passkey on this device

Run npm run server -- pair --name "iPhone" on the server. A code works once, for 10 minutes.
Portfolio Intelligence
Signed in

This week

Upload reports, run the week

Run

Add money

After a deposit or a trade, upload the XTB report. The decision updates right away, at no AI cost. 


              

            

            

              

                

                  

                    
Weekly analysis

                    

                  

                  
                

                
    
                  
  1. Prices
    2. 
                  
  2. Filings
    3. 
                  
  3. Reviews
    4. 
                  
  4. Decision
    5. 
                

                

                

                  

                    The analysis already ran this week. Running it again reviews
                    every holding and new company with Claude and costs a few
                    dollars. Run it anyway?
                  

                  

                    
                    
                  

                

              

              

                

                  
Schedule & notifications

                  

                

                

                

              

              

                

                  
                  
                

                

              

            

          

        


        

          

            

              Re-checked every week
              
Watchlist

            

            
          

          

          

            

            

              

                
                
                
                
                It is reviewed in the next weekly analysis.
              

            

          

        


        

          

            

              
              
Portfolio

            

            
          

          

          

        

      

    


    


    

      

        Full dashboard