Portfolio Intelligence
Portfolio intelligence that tells you what matters
AIDA continuously evaluates your portfolio structure, allocation buckets, position quality, macro environment and risk guardrails — and translates the result into clear Hold, Boost, Increase, Reduce or Sell signals.
AI Copilot
An AI Copilot that explains every decision
AIDA's AI Copilot connects portfolio data, ratings, research and risk context across every module. It helps you validate ideas, challenge recommendations and understand exactly why a signal or proposal was generated — before you act on it.
AI Investment Chat
Ask your portfolio anything, in plain language
Instead of switching between dashboards, screeners and research tools, you can talk to AIDA directly — asking about positions, signals, proposals or risk, and getting answers grounded in your own portfolio context.
PortfolioFirst Principle
The portfolio comes first — not the single trade
AIDA doesn't evaluate a trade in isolation. It evaluates the whole portfolio first. A position can be fundamentally strong and still need to be reduced — if its bucket, risk, the macro regime or overall portfolio balance argue against it.
Every signal is a portfolio decision, not a standalone bet.
Portfolio Guardrails
Guardrails around your model
Guardrails act as a protective layer around your investment model, flagging where the portfolio drifts out of bounds:
- Concentration and cluster risk
- Oversized single positions
- Skewed bucket weightings
- Too much risk in the wrong market regime
- Insufficient diversification
- Uncontrolled exposure
Action Signals
Five signals, one clear next step
AIDA turns portfolio complexity into a small set of unambiguous, AI-rated actions.
No action required. The position is on track within the model.
Strong positive confirmation — a prioritized, high-conviction reinforcement.
Add to the position in a targeted way toward its model weight.
Reduce risk or weighting when exposure runs ahead of the model.
Close the position or remove it from the model.
Bucket Allocation
Diversified into clear, purposeful buckets
AIDA checks both strategic and tactical target bands for every bucket and makes deviations visible at a glance.
Aware of the macro regime
Allocation is never static. AIDA factors in the prevailing market regime, macro climate, macro stress and tactical shifts — so your positioning reflects the environment you're actually investing in.
- Market regime
- Macro climate
- Macro stress
- Tactical allocation shifts
Portfolio Quality
Quality you can measure, not guess
AIDA scores quality at both portfolio and position level, combining fundamentals and AI into consistent, comparable metrics.
Portfolio Strength Index
A single read on the overall strength of the book.
Portfolio Resilience Index
How well the portfolio holds up under stress and drawdowns.
Position Health
Per-position status across quality, risk and momentum.
Quality Scores
Structured scoring of fundamental and accounting quality.
Fundamental Ratings
Ratings grounded in fundamentals rather than noise.
AI Ratings
AI-derived assessments that combine signals into one view.
Turn portfolio complexity into clear action
See how AIDA translates structure, quality, macro and risk into one daily set of signals.
