AI
Keep the technical engine and the AI layer in the same workflow
The AI layer is not a separate chatbot bolted onto the app. It sits on top of the portfolio, analytics, and decision engine so you can move from raw metrics to narrative guidance without losing the underlying numbers or guardrails.
Question-based briefs
Portfolio risk, new cash deployment, research priorities, and trade scenarios are split into focused prompts.
Ticker-level conclusions
Bull case, bear case, earnings context, and action framing stay attached to real holdings.
Bring your own provider
Use OpenRouter, OpenAI, Anthropic, or Gemini without storing the key on Voortly servers.
What you get
Why it matters
Investors rarely search for a generic “portfolio tracker” only once. They search for goal tracking, dividend income, broker sync, and app-like mobile access as separate needs. These feature surfaces are designed to solve those specific workflows inside one tracker.
FAQs
Does the AI replace the analytics and decisions pages?
No. Analytics and decisions stay deterministic. The AI summarizes, prioritizes, and explains what those systems are already surfacing.
Do I need to use the built-in shared quota?
No. You can connect your own provider key and continue using the AI features on your own account.