AI Agent · Portfolio Intelligence

An analyst that reads your numbers.

Powered by Claude, the AI Agent knows your accounts, EAs, Magic Numbers and history — ask it anything about your live trading and get answers grounded in your own data.

Included on every plan · 5 to 250 requests/mo by tier
Portfolio Intelligence
claude-sonnet-4-6
Which strategies are performing and which are dragging?
Night Walker EA (+6.75% TWRR) and The Golden Mean (+15.0%) are your strongest. Strategy B is −10.5% this week — Magic 42 shows a 31% win rate over 90 trades.
Any hidden correlation between my accounts?
Night Walker and Aurum Alpha both trade USDCHF and USDJPY at once — correlation 0.81. In drawdowns they lose together, amplifying total portfolio risk.
Ask anything about your trading accounts…
Grounded in your data

Not a generic chatbot — your analyst

The AI Agent works on your full trading history, so every answer is about your accounts — not generic market commentary. Ask the questions you’d put to a seasoned portfolio manager.

Knows your whole history

Your accounts, EAs, Magic Numbers and trades are all in context — no need to re-explain your setup every time.

Hidden correlation detection

Finds when several accounts are exposed to the same risk at once — the kind that quietly amplifies drawdowns.

EA overlap & weak spots

Surfaces which EAs duplicate each other and which symbols and sessions are dragging your numbers down.

Account or portfolio mode

Point it at a single account or your whole portfolio — the analysis adapts to the scope you choose.

Suggested questions

Not sure where to start? Tap a suggested prompt and the Agent runs the analysis for you.

Your data stays yours

The Agent only reads the data you’ve connected and never makes forward-looking recommendations.

Ask your portfolio anything.

The AI Agent is included on every plan. Connect an account and start the conversation. Free to try, no credit card.

Try the AI Agent

AI-generated outputs operate exclusively on data supplied by the user and serve only to help review information within their own trading history; the Service does not generate forward-looking advice.