Portfolio AI Advisor turns your live Tracker book into a priority checklist — combining Diversification, Risk Exposure, Health, Allocation and Rebalancing into one advice score.
It is personal (your holdings), unlike AI Portfolio Advisor which scores market templates. Logged-in users get daily snapshots; guests compute in the browser.
What is this tool?
A rule-based synthesis of PEPS portfolio engines on your Tracker holdings.
Priority actions with deep-links to the sibling tools that explain each issue.
Per-holding actions (hold / trim / increase / decrease / watch), optionally enriched by AI Portfolio Advisor verdicts.
How to read the results
Advice score is higher when diversification and health are strong and risk is controlled.
Posture summarizes the stance: constructive, neutral, cautious, defensive, or rebalance.
Priority cards are ordered — start at the top.
Holding advice is a checklist, not automatic orders.
Key signals and metrics
Engines reuse Diversification Score, Risk Exposure, Portfolio Health, Allocation drift and Rebalancing.
APA enrichment only applies when a held symbol appears in the market advisor feed.
Exclusive PEPS intelligence layer — still not financial advice.
Advanced usage and combinations
Fix priorities in order: risk → diversification → rebalance → top1.
After changing Tracker quantities, recalculate here.
Use AI Portfolio Advisor for market templates; use this tool for your real book.
Using this tool on PEPS Crypto
Populate holdings in Portfolio Tracker.
Open Portfolio AI Advisor.
Read headline, score and priority actions.
Follow each priority into the linked tool, then return.
How it works
- Add holdings in Portfolio Tracker.
- Open Portfolio AI Advisor.
- Read advice score and headline posture.
- Work priority actions top-down.
- Recheck after updating holdings.
What to consider
- Rule-based synthesis — not a large language model chat.
- Market APA verdicts may be missing for small alts.
- Not financial or tax advice.
Frequently asked questions
- Is this the same as AI Portfolio Advisor?
- No. That tool scores template portfolios from market intelligence. This one advises on your Tracker holdings.
- Does it place trades?
- No — it only ranks actions and links to simulation tools like Rebalancing.
- How often does it refresh?
- On demand when you open or recalculate; logged-in snapshots run hourly.
Conclusion
Treat advice as a hygiene checklist synthesised from PEPS engines.
Not financial advice.