AI Portfolio Manager
Your AI-powered portfolio manager
Sourcetable's AI Portfolio Manager enables you to optimize investment portfolios, analyze asset allocation, track performance, and manage risk. From portfolio rebalancing to diversification analysis - get professional portfolio management without the management fees.
Try for Free
Portfolio optimization and allocation
Optimize asset allocation, analyze diversification, and calculate efficient portfolios. AI helps you build portfolios that maximize returns for a given risk level using modern portfolio theory.
Performance tracking and analysis
Track portfolio returns, calculate risk-adjusted performance metrics, and analyze attribution. Monitor Sharpe ratios, alpha, beta, and compare performance against benchmarks.
Risk management and rebalancing
Analyze portfolio risk, identify concentration issues, and recommend rebalancing strategies. Calculate Value at Risk, track volatility, and manage portfolio risk exposure.
Manage Your Portfolio with AI
Analyze performance, optimize allocation, and assess risk using plain English. AI helps you make informed investment decisions - professional portfolio management made easy.
Professional portfolio management powered by AI
Portfolio Optimization and Construction
Build optimal portfolios using modern portfolio theory. Analyze asset allocation, calculate efficient frontiers, and optimize risk-return profiles.
Try for free
Performance Measurement and Attribution
Track portfolio performance with professional metrics. Calculate returns, risk-adjusted performance measures (Sharpe ratio, Sortino ratio, alpha, beta), and attribution analysis.
Try for free
Risk Management and Rebalancing
Manage portfolio risk systematically. Analyze volatility, calculate Value at Risk (VaR), assess factor exposures, and identify concentration risks. Get rebalancing recommendations, implement tax-loss harvesting strategies, and maintain target allocations efficiently.
Try for free
Optimize portfolios with AI
Analyze asset allocation, track performance, and manage risk - all with AI assistance in your spreadsheet.
Make smarter investment decisions
Professional portfolio management for everyone
Enable individual investors and advisors to use institutional-grade portfolio management techniques. Democratize sophisticated portfolio analysis without expensive software or advisors.
Real-time portfolio insights
Monitor portfolio performance, track risk metrics, and get rebalancing alerts in real-time. Make timely investment decisions based on comprehensive portfolio analysis.
Data-driven asset allocation
Base allocation decisions on quantitative analysis. Optimize portfolios systematically, manage risk objectively, and improve risk-adjusted returns through disciplined portfolio management.
Comprehensive portfolio analytics
Access institutional-quality analytics including performance attribution, factor analysis, and risk decomposition. Understand what drives portfolio returns and make informed adjustments.
Team Purple
See what people say about Sourcetable
Chris Aubuchon
@ChrisAubuchon
Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot
Micah Alpern
@malpern
Love seeing innovation in this space after so many decades with very little.
Frequently Asked Questions
What investment analysis can the AI perform?
Sourcetable's AI analyzes portfolio performance, asset allocation, risk metrics, diversification, returns, rebalancing needs, and provides investment insights. It tracks your holdings and calculates key metrics automatically.
Can the AI track multiple portfolios?
Yes, Sourcetable's AI can manage multiple portfolios (retirement, brokerage, 401k, etc.) and provide consolidated views or individual portfolio analysis. It tracks performance across all your accounts.
What portfolio metrics does the AI calculate?
Sourcetable's AI calculates total return, annualized return, Sharpe ratio, alpha, beta, standard deviation, correlation, portfolio value, gain/loss, and other key performance metrics automatically.
Can the AI recommend portfolio rebalancing?
Yes, Sourcetable's AI compares your current allocation to target allocation and recommends specific trades to rebalance your portfolio back to desired asset mix while minimizing tax impact.
Does the AI provide investment recommendations?
Sourcetable's AI provides analysis and insights but does not provide personalized investment advice. It helps you understand your portfolio metrics and make informed decisions based on data.
Can I import transactions from my broker?
Yes, Sourcetable can import transaction history from CSV exports or connect to major brokerages to automatically sync your portfolio data and transactions.