Portfolio decision workspace

Turn your portfolio questions into calculated scenarios.

Connect your AI assistant to portfolio analysis tools that help you make decisions like a professional.

Connect the guest MCP plugin — see it in action Explore example questions

Shared guest workspace for exploration. Use a private workspace for personal portfolios.

See it in action

Three portfolio questions worth exploring

Start with an allocation and a question. The tools calculate scenarios; your AI assistant helps you examine the trade-offs.

01

Before you add a new holding

Explore possible allocation changes while keeping a single stock below a limit and preserving your risk preference.

“I’m considering adding NVDA. Show allocation changes while keeping any one stock below 10%.”

Calculates constraints and allocation trade-offs.

02

Is my portfolio doing its job?

Understand the return, volatility, concentration, and drawdown characteristics of your current allocation.

“Analyze my current allocation. What should I investigate next about its risk and concentration?”

Calculates a starting point for a better conversation.

03

A monthly portfolio check-in

Make portfolio review a habit by returning to your allocation, goals, and scenarios as conditions change.

“Review my saved allocation against my goals. Which scenarios are worth revisiting this month?”

Creates a repeatable review and comparison routine.

Illustrative examples only. Results depend on inputs and market data; the service does not provide personalized investment advice.

Why use it

Bring your question. We’ll bring the calculations.

Start with an allocation—or a sample portfolio—and tell your AI assistant what you want to explore. Try the shared guest workspace, then move to a private workspace before using personal portfolio information.

Fresh, data-driven calculations

Go beyond generic AI answers with portfolio analysis grounded in current inputs and market-data workflows.

Your actual allocations

Test portfolio changes, concentration limits, risk preferences, and other constraints before deciding.

Industry-grade optimization approaches

Compare allocation scenarios using established portfolio-optimization methods.

A better conversation

Let your AI assistant explain calculations and trade-offs in plain language.

Make it a habit

From a portfolio question to a repeatable decision practice

Begin with what you own and the question you are considering. Explore calculated scenarios, discuss the trade-offs with your AI assistant, then return when your allocation, goals, or market conditions change.

Step 1: Start
Your portfolio question

“Here is my allocation. What should I examine first?”

Analyze allocation

Explore return, volatility, concentration, and drawdown.

Test scenarios

Compare options for a goal, risk preference, or trade-off.

Set constraints

Put limits around allocation, holdings, and risk exposure.

Step 3: Review and return
Compare, decide, revisit

“Compare these scenarios against my goals. What should I revisit next month?”

"Note: The AI assistant helps interpret the calculations. Use the results as ideas for your own judgment, not financial advice.

Your next step

Ready to see the tools in action?

Connect the guest MCP plugin to run a first portfolio question, or learn how an AI copilot and portfolio calculations work together before you begin.

Open Quick Setup How an AI Copilot Can Help You