AI
Question-based briefs
Portfolio risk, new cash deployment, research priorities, and trade scenarios are split into focused prompts.
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.
ai portfolio copilotai stock analysisportfolio ai brieftrade coach ai
AI workflow
Each AI tab answers a different portfolio question
Portfolio brief, new-cash decisions, ticker research, and trade what-ifs all stay tied to the current workspace context.
Current availability
Connected
Platform route or your own provider key
Active tab
Biggest risk
Only the active AI question loads
Trade coach
Trim / Exit / Add
Scenario stays tied to the selected position
Portfolio brief
Uses live holdings, allocation, and performance context.
Risk summary
Ticker research
Choose from your own holdings or watchlist.
MSFT
Provider route
OpenAI, Anthropic, and Gemini are also supported.
OpenRouter
Portfolio briefDecision briefTicker researchTrade coach
This mirrors the actual AI tabs and provider settings, not a generic dashboard view.
Highlights
The feature page stays focused on what this workflow changes in the product.
This is the capability-specific layer: enough detail to understand the workflow, without turning the page into another dense marketing wall.
AI
Ticker-level conclusions
Bull case, bear case, earnings context, and action framing stay attached to real holdings.
AI
Bring your own provider
Use OpenRouter, OpenAI, Anthropic, or Gemini without storing the key on Voortly servers.
What you get
Portfolio brief, decision brief, ticker research, and trade coach flows
Works with the Decision Center and Analytics instead of replacing them
Provider choice: OpenRouter, OpenAI, Anthropic, or Gemini
API key stays in the browser and is not proxied by the app
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 pages explain how each workflow stays inside one tracker instead of breaking into another tool.
FAQ
The short answers for the search intent that brought the visitor here.
The feature guide keeps the capability angle tight while the homepage and feature index cover the broader product story.
Does the AI replace the analytics and decisions pages?
Open
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?
Open
No. You can connect your own provider key and continue using the AI features on your own account.
Use it live
Try the workflow in the product, then start with your own data.
The public feature pages explain the angle. The live demo and free sign-up show the actual product in motion.