Any broker · CSV, PDF, screenshot
Multi-agent AI · Gemini, GPT-5, Sonar
EU-hosted · GDPR · no training on your data
What makes the best AI Portfolio Tracker
Universal Broker Import
CSV from any broker, PDF statements, even screenshots. Symbols, quantities and cost basis are parsed automatically — zero manual entry.
Geographic Allocation Map
Interactive world map shows real geographic exposure — including indirect exposure through multinationals, not just HQ country.
Sector Breakdown (GICS)
Full GICS-level sector and industry split. Spot overweights vs. MSCI World benchmark in one glance.
Multi-Dimensional Risk Score
Volatility, concentration (HHI), correlation, geopolitical and FX risk — combined into a single 0–100 score plus full breakdown.
Built-in Portfolio Chatbot
Ask anything: 'Am I overweight tech?', 'What's my real US exposure?', 'Simulate selling 50% NVDA' — answered with your live data.
News & Sentiment Impact
Live-pulled news per holding, scored for impact, mapped against your weights — so headlines matter to YOUR portfolio.
Correlation Matrix
See which holdings actually move together. Diversification is not 30 tickers — it's 30 uncorrelated tickers.
Rebalancing Suggestions
AI proposes specific reallocation moves to hit your target volatility, sector split or geographic spread.
Shareable Public Reports
Generate a public link for any analysis — share with advisors, friends or your investment club. Revoke any time.
Scenario & Stress Testing
Run 'what-if' simulations directly on your portfolio: What happens if tech drops 30%, EUR/USD moves 10%, or you sell half your top holding? AI answers in seconds.
More Features Coming Soon
Tax-loss harvesting, dividend calendar, ESG scoring, multi-currency P&L and more. The Portfolio Tracker AI roadmap is public.
Which AI models power your portfolio analysis
Model-agnostic: every task is routed to the best engine. No single-vendor lock-in.
We swap models as better ones ship — you automatically get the best available reasoning.
How It Works
Import Your Portfolio
CSV, PDF or screenshot from any broker. Symbols, quantities and cost basis parsed automatically.
AI Runs Multi-Agent Analysis
Risk, allocation, news, geopolitical and rebalancing agents work in parallel. Full result in under 60 seconds.
Ask, Simulate, Share
Chat with the portfolio AI, run scenarios, then share a public link with advisors or your investment club.
Peakwise vs. ChatGPT vs. Excel vs. Bloomberg vs. Sharesight
Where the Peakwise Portfolio Tracker AI delivers institutional depth at a retail price.
| Feature | Peakwise | ChatGPT | Excel | Bloomberg | Sharesight |
|---|---|---|---|---|---|
| Live broker import | |||||
| AI risk score (0–100) | partial | ||||
| Geographic world map | partial | ||||
| Sector allocation (GICS) | partial | ||||
| Live news impact per holding | |||||
| Correlation matrix | partial | partial | |||
| Multi-agent AI reasoning | |||||
| Built-in chatbot on your data | partial | ||||
| Shareable public reports | partial | ||||
| EU-hosted & GDPR-native | |||||
| Monthly price | €19.99 / €49.99 | $20 | DIY | $2,000+ | $15–35 |
150+ metrics per portfolio
What the Portfolio Tracker AI actually analyzes — no marketing bullets, the real data depth.
- Volatility (1Y/3Y)
- Beta vs MSCI World
- Sharpe Ratio
- Sortino Ratio
- Max Drawdown
- Value-at-Risk 95%
- Concentration (HHI)
- Correlation Matrix
- GICS Sectors
- GICS Industries
- Geography (HQ + Revenue)
- Market Cap Buckets
- Asset Class Split
- Currency Exposure
- Style (Growth/Value)
- Factor Tilts
- P/E, PEG, P/B, P/S
- ROE, ROIC, ROA
- Debt/Equity
- Free Cash Flow Yield
- Dividend Yield
- Payout Ratio
- EPS Growth 5Y
- Revenue Growth 5Y
- News Sentiment
- Analyst Ratings
- Price Targets
- Earnings Calendar
- Macro Calendar
- Geopolitical Score
- Insider Trades
- Short Interest
Who the AI Portfolio Tracker is built for
DIY stock pickers
Replace 6 browser tabs with one structured analysis per ticker — and see how each name fits your full portfolio.
ETF-heavy investors
Look through ETFs to actual holdings. Detect overlap between MSCI World, S&P 500 and tech ETFs you didn't know you had.
Dividend investors
Track real net yield, payout sustainability, and sector concentration risk inside your income portfolio.
EU investors with US exposure
FX-adjusted returns, withholding-tax-aware dividend math, and real geographic exposure for cross-border portfolios.
Active traders
Run scenario simulations: 'what happens to my portfolio if NVDA drops 30%' — answered in one prompt.
Family offices & advisors
Manage multiple client portfolios, share branded reports, export structured PDFs.
Works with any broker
20+ tested EU and US brokers. Not listed? CSV, PDF or screenshot from any other broker also works.
Ready for your first AI portfolio analysis?
Your portfolio data is yours
Encryption at rest & in transit
AES-256 on storage, TLS 1.3 on every request. Portfolio data is encrypted before it hits disk.
Row-level security (RLS)
Database policies make it physically impossible for any user to read another user's portfolio — enforced at the database layer.
EU hosting · GDPR-native
Servers in Frankfurt. Full GDPR compliance, DPA on request, data export and deletion one click away.
No training on your data
Your holdings are never used to train any AI model. Provider contracts explicitly forbid it.
Portfolio terms in one sentence
Basic and Pro. Upgrade anytime.
100 AI tokens / month. Full portfolio import.
Unlimited AI analyses, all portfolio features.