Guidance grounded in your holdings

Portfolio-level scoring, risk flags, recommendations, and optional LLM briefings tied to your holdings and objectives.

Holistic quality indicators with concentration and structural risk signals, so you see portfolio health, not only ticker charts.

Explainable guidance templates tied to investor profile and portfolio state.

Measure distance from targets and explore rebalance scenarios.

When platform LLM is configured, guardrailed summaries can accompany deterministic insights. Credentials never enter prompts.