I built Portfolio Genius because I was tired of checking my investments, wondering if I should rebalance, and never actually doing anything about it. The idea is simple: an AI-powered portfolio analyst reviews your portfolio regularly and tells you exactly what to do. Here's how it works: - Add your portfolio — manually, import from a CSV, or connect your Alpaca brokerage account - Set your investment goal — growth, income, moderate risk, aggressive — whatever fits you - Get AI-powered reviews — Portfolio Genius analyzes your holdings against real-time market data and delivers actionable advice straight to your inbox - Receive trade suggestions — not vague "consider diversifying" advice, but specific trades with reasoning The AI uses live market data, technical indicators, market news, and advanced portfolio optimization tools to ground its recommendations in reality — not just training data. You can also share your portfolio publicly and see how others are investing on the leaderboard. Free to get started — give it a try and let me know what you think!

Portfolio Genius

Smart portfolio tracking with AI-driven trade ideas

Smart portfolio tracking with AI-driven trade ideas