We're excited to introduce the AI-Powered Portfolio Assistant — a conversational interface that understands your portfolio and helps you make better investment decisions.
Simply ask questions like "What's my best performing sector this year?" or "How can I reduce risk while maintaining returns?" and get instant, data-driven answers.
The assistant analyzes your holdings, transaction history, and market data to provide personalized insights. It can identify concentration risks, suggest rebalancing opportunities, and explain complex portfolio metrics in plain language.
This feature is available to all users starting today. Access it from the dashboard sidebar or use the keyboard shortcut Cmd+K.