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.

HOLD

No action required. The position is on track within the model.

BOOST

Strong positive confirmation — a prioritized, high-conviction reinforcement.

INCREASE

Add to the position in a targeted way toward its model weight.

REDUCE

Reduce risk or weighting when exposure runs ahead of the model.

SELL

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.

Core Equity ETFs
Quality Single Stocks
Satellite Stocks
Thematic Equity ETFs
Bonds / Money Market
Commodities / FX
Crypto ETPs
Cash

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.