AI Portfolio Intelligence

AI that monitors your portfolio
and delivers weekly insights

AI that analyzes your portfolio and delivers a weekly strategy report with risk observations, diversification insights, and ongoing portfolio monitoring.

Analyze My Portfolio Free Free Custom Built Portfolio

Weekly strategy reportsRisk alerts & monitoringAI diversification insights

AI Portfolio Monitoring

Continuous monitoring for concentration risk, sector drift, and allocation imbalances. Receive weekly alerts when your portfolio needs attention.

Weekly Strategy Reports

Automated weekly reports with performance analysis, Early Risk Signals, and AI-generated strategy commentary based on your holdings.

AI-Driven Intelligence

AI analyzes your portfolio structure and surfaces rebalancing observations, diversification insights, and forward-looking strategy commentary.

Weekly Report Preview

10-Week Strategy
Evolution

A simulated preview of how your weekly reports track portfolio intelligence, risk exposure, and concentration over time.

Strategy Evolution

Simulated 10-week progression

Intelligence Score

Risk Simulation

Concentration Risk

Intelligence

82/100

+156% from Week 1

Risk Level

26/100

-62% from Week 1

Conc.

28/100

-61% from Week 1

Top 5 Holdings — Concentration Snapshot

TSLA

24.2%

-1.8%

BTC

15.4%

+0.6%

GOOG

9.1%

-0.3%

NVDA

8.7%

+1.2%

What changes when you add
AI portfolio monitoring?

See how a basic tracker compares to Investment Architect's AI-powered portfolio monitoring with weekly strategy reports, risk alerts, and educational portfolio insights.

▦

Standard Portfolio

Price-only tracking

Risk AwarenessLimited

Reacts to price drops after they happen — no proactive risk detection

Positioning ClarityLow

No visibility into concentration risk, sector tilt, or asset allocation

Behaviour IntelligenceNone

No portfolio drift detection, rebalancing alerts, or allocation tracking

Strategic InsightAbsent

No AI-driven analysis or forward-looking investment strategy signals

✦

Investment Architect

AI portfolio monitoring

Risk AwarenessActive

AI monitors concentration risk and delivers weekly alerts on sector exposure and allocation drift

Positioning ClarityHigh

Complete portfolio breakdown by ticker, sector, country, and asset class — updated every week

Behaviour IntelligenceBuilt-in

Automated drift scoring, rebalance triggers, and portfolio consistency tracking in weekly reports

Strategic InsightIntegrated

AI-generated strategy commentary and forward-looking observations delivered to your inbox

⚠

Risk Awareness

1/5vs4/5

▦

Positioning

1/5vs5/5

⚡

Behaviour IQ

0/5vs4/5

✦

Strategy

0/5vs4/5

This portfolio monitoring comparison is illustrative and based on simulated modelling. It does not constitute financial advice or guarantee specific investment outcomes.

Compare Plans

Free vs Premium

Unlock AI-powered portfolio intelligence with a Premium subscription.

Feature	Free	Premium
Portfolio Analyzer	✓	✓
Portfolio Builder	✓	✓
Wealth Projection	✓	✓
Weekly AI Reports	✗	✓
Portfolio Monitoring	✗	✓
Strategic Opportunities	✗	✓

$14.99 / month

AI portfolio intelligence delivered weekly.

Weekly AI Strategy Reports

Automated weekly analysis with risk scoring, allocation drift detection, and rebalancing observations.

AI-Powered Portfolio Intelligence

Continuous monitoring of your holdings with AI-generated insights on diversification and strategy.

Ongoing Portfolio Monitoring

Save your portfolios and receive ongoing monitoring with performance tracking and risk alerts.

Start Weekly Reports !

Start your AI portfolio monitoring in 60 seconds.

Enter your holdings and let AI analyze your portfolio structure, flag concentration risks, and begin delivering weekly strategy insights.

AI that monitors your portfolioand delivers weekly insights