💼 Portfolio Intelligence

AI-powered portfolio optimization and risk management

Portfolio Health: 78/100

Risk Level: MODERATE

Last Updated: 2min ago

🧠 AI Portfolio Analysis

Real-time insights and optimization recommendations

Current Analysis: Your portfolio is overweight in large-cap growth stocks with strong momentum alignment. Risk exposure is elevated due to low sector diversity. 2 stocks are in confirmed overbought zones.

Recommendation: Rebalance toward undervalued plays in Financials and Healthcare. Consider trimming NVDA position and adding defensive exposure.

Simulate Rebalance

📊 Portfolio Summary

Market Value $127,450.00

Total Return +$23,450 (+22.5%)

Holdings 12 stocks

Cash Available $8,250.00

Win Rate 75% (9/12)

⚠️ Risk & Alerts

Overall Risk MODERATE

Concentration Risk: Tech sector 64% (Recommended: <50%)

Overbought: NVDA, TSLA above 80 RSI

Opportunity: Financials underweight vs benchmark

⚡ Quick Actions

🥧 Sector Allocation

64%

Technology

18%

Healthcare

12%

Consumer

📈 Strategy Allocation

45%

Growth

35%

Momentum

20%

Value

🎯 Holdings Intelligence Dashboard

All Positions Winners Only High Risk AI Actions

Stock	Position	Current Price	Gain/Loss	Risk Score	Action
NVDA NVIDIA Corp	45 shares $8,221.50	$182.70 +2.1%	+$1,845.23 +28.9%	High (8.7/10)	🟢 READY TRIM
AAPL Apple Inc	52 shares $11,926.20	$229.35 +1.2%	+$2,126.20 +21.7%	Medium (6.2/10)	🟡 WATCH HOLD
TSLA Tesla Inc	18 shares $5,933.70	$329.65 -1.8%	-$892.30 -13.1%	High (9.1/10)	🟢 READY TRIM
MSFT Microsoft Corp	28 shares $14,617.12	$522.04 +0.8%	+$3,417.12 +30.5%	Low (4.8/10)	🟡 WATCH ADD

📅 Upcoming Catalysts

Feb 14

NVDA Earnings

Q4 2024 results expected after market close

Est. EPS: $5.69 vs $5.16 prior

High Impact

Feb 15

AAPL Dividend

Ex-dividend date

$0.25/share ($13.00 expected)

Low Impact

Feb 20

TSLA Product Event

Next-gen vehicle unveiling

High volatility expected

High Impact

Feb 28

MSFT Earnings

Q2 2024 results

Cloud growth focus

Medium Impact