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My Holdings
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Your holdings are used only for AI analysis. We never connect to any broker. Data is stored securely in your account.
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After adding holdings, you'll see this AI analysis:
Concentration Analysis
Sample data
Technology62%
Consumer18%
Financials12%
Other8%
Tech concentration is elevated
AI Risk Diagnosis
Sample data
- Diversification: Good (3 sectors)
- Tech is 62%, above the 40% recommended cap
- Consider adding defensive sectors to reduce volatility
Strategy Match
Sample data
MomentumNVDA ✅AAPL ✅MSFT ⚪
ValueAAPL ⚪NVDA ❌MSFT ✅
AI Stock Ratings
Sample data
| AAPL | $291 | Hold 🟡 |
| NVDA | $134 | Buy 🟢 |
| MSFT | $390 | Hold 🟡 |
Sample data above — add your holdings to see real analysis