AI Financial Portfolio Strategist

Stress-test your portfolio before the market does it for you.

Enter your holdings, risk tolerance, and goal. The app calculates allocation weights, compares them to a target mix, and asks Gemini for a markdown-based strategy report.

Profile

Investor snapshot

Holdings

Current portfolio

Asset Name Ticker/Type Amount ($) Asset Class

Cryptocurrency is intentionally excluded from analysis.

Health Score

Portfolio balance

-- Submit your portfolio to generate a score.
Total Portfolio $0.00
Risk Profile --

Allocation

Current vs target

Run an analysis to compare current and target exposures.

Moves

Actionable steps

  • Buy/sell guidance appears here after analysis.

Gemini Report

Risk analysis & crash simulation

Waiting for portfolio data. The Gemini markdown response will render here.