Ticker
Weight
%
Ticker
Weight
%
Ticker
Weight
%
Ticker
Weight
%
Ticker
Weight
%
ETF
Holdings
SPY
500+
QQQ
550+
VTI
600+
ARKK
650+
PORTFOLIO INTELLIGENCE V2.0

prtfolio.ai
Your AI Wealth Manager

AI-powered portfolio intelligence. Unpack holdings, analyze risk, and optimize your wealth—all in one place.

Portfolio Unpack
Risk Analysis
AI Advisor
Smart Scan
True Exposure
Options Analysis

You own 5 ETFs.

They look simple. Diversified. Safe.

SPYS&P 500 ETF
QQQNasdaq-100 ETF
VTITotal Stock Market
ARKKARK Innovation
VOOS&P 500 Vanguard

But you don't know what's inside.

Hidden holdings. Overlapping risk. Unclear exposure.

SPYS&P 500 ETF
QQQNasdaq-100 ETF
VTITotal Stock Market
ARKKARK Innovation
VOOS&P 500 Vanguard

Your AI wealth manager unpacks everything.

See hidden overlaps, true concentration, and real risk across all your ETFs.

MSFT
7.1%
AAPL
6.2%
NVDA
5.1%
AMZN
3.8%
META
2.4%
GOOGL
2%
SPY
NVDA
8.5%
MSFT
7.2%
AAPL
6.8%
AMZN
5.1%
META
4.2%
GOOGL
3.8%
QQQ
MSFT
6.5%
AAPL
6%
NVDA
4.8%
AMZN
3.5%
GOOGL
2.2%
META
1.8%
VTI
TSLA
10.2%
COIN
8.5%
ROKU
6.8%
HOOD
5.2%
U
4.1%
ZM
3.5%
ARKK
MSFT
7%
AAPL
6.1%
NVDA
5%
AMZN
3.7%
META
2.3%
GOOGL
2%
VOO

Your real risk profile.

42% tech concentration. Your AI advisor reveals what you're really betting on.

100%
Total Risk
Technology
42% • HIGH
Healthcare
18% • MEDIUM
Financials
15% • MEDIUM
Consumer
12% • LOW
Other
13% • LOW

Your AI wealth manager.

Unpack portfolios. Analyze risk. Optimize wealth.

All powered by AI. All in one place.

prtfolio.ai

AI-powered portfolio intelligence that reveals what you're really holding, analyzes your true risk, and helps optimize your wealth strategy.

Portfolio Unpack
Risk Analysis
AI Advisor
Options Analysis
True Exposure
Wealth Optimization

One-time payment • No subscription • Lifetime access

Legendary Insights

Macro Strategist

"This portfolio is a bet on a single outcome. Where is the uncorrelated alpha? You need balance."

The Verdict
DIVERSIFY
Ray Dalio
ONE SIMPLE PRICE
$1

Your AI wealth manager for the price of a coffee.
Unpack, analyze, and optimize forever.

  • AI-Powered Portfolio Analysis
  • True Exposure & Risk Insights
  • Legendary Investor Reviews
  • AI Wealth Advisor Chat

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