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AI-Powered Portfolio Optimization

Professional-grade portfolio allocation powered by advanced AI. Get personalized recommendations, stress test scenarios, and detailed stock picks.

OpenAI
xAI
Claude
Equities(S&P: 22%, Tech: 8.5%)
38.2%
Bonds(Gov: 16.5%, Corp: 12%)
28.5%
Commodities(Gold: 6.3%, Silver: 3%)
11.3%
Real Estate(REITs: 10.2%)
13.7%
Crypto
4.8%
Cash
3.5%
Your Profile
Risk Tolerance28/100
Time Horizon7+ years
Age40
Sectors
EnergyTechAI
GoalGrow cash, low risk

Given your conservative risk tolerance and goal to grow your $250k with minimal risk over 7+ years, this allocation balances steady growth with strong downside protection.

Risk Balance

• Equities kept moderate to align with your low risk score
• Bonds and cash form solid foundation, cushioning market dips

Growth Strategy

• Tech, energy, and crypto sectors tap into AI, blockchain upside
• Real estate provides inflation-hedged income

Why so much in equities?How does my age affect this?
Ask a follow-up question...
DOW48061+0.37%
NVDA$174.95+2.35%
AAPL$271.72-0.04%
BTC$85,863-0.40%
GOLD$4366-0.17%
XOM$116.54-0.74%
Exxon Mobil Corporation
Fear & Greed50Neutral
Key Metrics
P/E
13.7
Rev
+1.4%
Margin
9.9%
Div
3.61%
50D
$116
200D
$111
Cap
$491B
Recent News

Aaron Wealth Advisors LLC Increases Stock Holdings in Exxon Mobil $XOM ↗

defenseworldnet • 12/17/2025
AAPL$272.19+0.13%
Apple Inc.
Fear & Greed56Neutral
Key Metrics
P/E
34.1
Rev
+6.4%
Margin
26.9%
Div
0.40%
50D
$269
200D
$230
Cap
$4.0T
Recent News

Apple becomes a debt collector with its new developer agreement ↗

techcrunch • 12/18/2025
MSFT$483.98+1.65%
Microsoft Corporation
Fear & Greed53Neutral
Key Metrics
P/E
36.3
Rev
+14.9%
Margin
36.1%
Div
0.65%
50D
$502
200D
$473
Cap
$3.6T
Recent News

Nebius: The Only Hyperscaler Worth Buying Right Now ↗

seekingalpha • 12/18/2025
TimelineModerate
036912mo
$307k$250k$199k
Metrics
+11.5%CHANGE
Initial:$250.0k
Low/High:$221.3k / $278.8k
Final:$278.8k
Claude Analysis

The Trump tariff scare (2018-2019) triggered a sharp market correction with equities dropping 15-20%. Markets recovered within 6-9 months as impacts proved less severe.

Recovery Path
Equities
High:+18.5%
Low:-16.2%
End:+14.8%
Bonds
High:+6.8%
Low:-2.1%
End:+2.4%
Commod.
High:+8.2%
Low:-11.5%
End:+3.7%
Real Est.
High:+12.3%
Low:-13.8%
End:+9.1%
Crypto
High:+45.2%
Low:-28.5%
End:+38.6%
Cash
High:0.0%
Low:-2.2%
End:-2.2%
Rebalance Portfolio
Equities
38.2%
Bonds
28.5%
Commod.
11.3%
Total: 100%

AI Portfolio Generation

Get personalized asset allocation across equities, bonds, commodities, cryptocurrencies, real estate, and more—all optimized by AI based on your age, risk tolerance, time horizon, and investment goals.

  • Diversified across 6+ asset classes
  • Sector-specific weighting based on your convictions
  • Visual breakdowns with pie and bar charts
Equities
45%
Bonds
20%
Crypto
15%
Real Estate
12%
Cash
8%

Your Profile

Risk65/100
Horizon7+ years
Age32
Sectors
TechAI

AI: Your aggressive risk tolerance and long time horizon support a growth-oriented allocation with 45% equities...

Live Data
NVDA$142.50

NVIDIA Corporation

LargeMod
72Greed
P/E 58.2
Rev +122%
Margin 55.8%
Cap 3.5T
AAPL$198.30

Apple Inc.

LargeLow
54Neutral
P/E 31.4
Rev +4.9%
Margin 26.3%
Cap 3.0T

Deep Dive Stock Picks

Get AI-powered stock recommendations for each asset class in your portfolio. Our system analyzes real-time market data, fundamentals, and insider signals to deliver actionable investment ideas.

  • Specific ticker recommendations with position sizing
  • Real-time fundamentals and insider trading signals
  • Detailed rationales for every recommendation

Stress Testing

Test your portfolio under extreme market conditions. See how it would perform during crashes, rallies, sector volatility, or custom scenarios you define.

  • Pre-built scenarios: market crashes, bull runs, inflation spikes
  • Custom scenario builder with AI analysis
  • Visual timeline showing portfolio value over time

Presets

2008 Financial Crisis-38.5%

Estimated drawdown: -$38,500 on $100K

Impact by Asset

Equities
-55%
Crypto
-70%
Bonds
+15%
Recovery~3.5 years

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My Retirement Portfolio 2025

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