Viewing your portfolio
Ask the AI:- “Show me my current positions”
- “What’s my portfolio value?”
- “List my holdings with current prices and P&L”
- “Show my trade history for the last month”
Performance analysis
- “What’s my portfolio return this year?”
- “Compare my performance against the S&P 500”
- “Which positions are contributing the most to my returns?”
- “Show my portfolio’s Sharpe ratio”
Risk analysis
Use the risk management tools on your actual portfolio:- “What’s the VaR of my current portfolio?”
- “Stress test my holdings against the 2020 COVID crash”
- “Run a Monte Carlo simulation for my portfolio over the next year”
- “Show the correlation matrix of my holdings”
Portfolio optimization
Ask the AI to suggest allocation improvements:- “How should I rebalance to maximize the Sharpe ratio?”
- “What should I add to improve diversification?”
- “Am I overexposed to any sector?”
Automated monitoring
Set up automated reports to track your portfolio over time:- “Create a daily summary of my portfolio positions and P&L”
- “Set up a weekly report comparing my performance to benchmarks”