AI Portfolio Analysis Tools
Advanced AI-powered portfolio insights and analytics.
⏱️ Time to read: 4 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Serious traders, portfolio managers
🤖 What are AI Analysis Tools?
AI Analysis Tools are advanced features that use artificial intelligence to deeply analyze your portfolio beyond basic metrics.
Think of them as:
Portfolio X-ray vision
Risk analyzer
Opportunity finder
Performance optimizer
Goes beyond "what" to explain "why" and "what next"
🎯 Available AI Tools
1. Portfolio Risk Analyzer 🛡️
What it does: Analyzes all sources of risk in your portfolio
Shows you:
Concentration Risk - Too much in one stock/sector?
Volatility Risk - How much portfolio swings
Correlation Risk - Do your stocks move together?
Event Risk - Upcoming earnings, news events
Market Risk - Beta vs S&P 500
Access:
Portfolio → AI Tools → Risk Analysis
Or ask Maverick: "Analyze my portfolio risk"
Example Output:
Portfolio Risk Report
Overall Risk Level: MEDIUM-HIGH 🟡
Risk Breakdown:
Concentration: HIGH 🔴
Tech sector: 55% (target: <40%)
TSLA alone: 22% (target: <20%)
Volatility: MEDIUM 🟡
Portfolio beta: 1.35 (35% more volatile than market)
Expected drawdown: -25% in bad market
Correlation: HIGH 🔴
7 of 10 positions highly correlated
Portfolio acts like a single bet on tech
Event Risk: MEDIUM 🟡
4 positions have earnings next week
Total exposure: 40% of portfolio
Recommendations:
Trim TSLA to 15% of portfolio
Add defensive sectors (Healthcare, Utilities)
Consider hedges for earnings week
Diversify beyond tech
2. Performance Attribution 📊
What it does: Explains WHY your portfolio gained or lost money
Breaks down performance by:
Stock selection (which picks worked?)
Sector allocation (right sectors?)
Market timing (good entry/exits?)
Position sizing (optimal sizing?)
Access:
Portfolio → AI Tools → Performance Attribution
Or ask Maverick: "Why am I up/down this month?"
Example Output:
Performance Attribution - Last Month
Total Return: +8.2%
Sources of Return:
Stock Selection: +5.5% ✅
NVDA: +3.2% (great pick!)
AMD: +2.8% (solid)
BA: -0.5% (bad pick)
Sector Allocation: +1.5% ✅
Overweight Tech (was hot): +2.0%
Underweight Energy (was cold): +0.5%
Missing Healthcare (was warm): -1.0%
Market Timing: +0.8% ⚠️
Good entries: +1.5%
Poor exits: -0.7% (sold AAPL too early)
Position Sizing: +0.4% ✅
Sized winners well
Could have been larger in NVDA
Key Insight: Your stock picking is strong (+5.5%). Work on exit timing to add +2-3% more.
3. Opportunity Scanner 🔍
What it does: Finds opportunities based on your portfolio
Looks for:
Sector gaps (what are you missing?)
Complementary stocks (what pairs well with holdings?)
Hedging opportunities
Rebalancing candidates
Tax-loss harvesting
Access:
Portfolio → AI Tools → Find Opportunities
Or ask Maverick: "What opportunities am I missing?"
Example Output:
Portfolio Opportunities
Sector Gaps (What You're Missing):
Healthcare: 0% (S&P 500: 13%)
Suggested: JNJ, UNH, LLY
Why: Defensive, uncorrelated with tech
Energy: 2% (S&P 500: 8%)
Suggested: XOM, CVX
Why: Inflation hedge, diversification
Complementary Stocks:
You own NVDA (chips) → Consider MSFT (uses chips)
You own AMD (gaming) → Consider TTWO, EA (game makers)
Hedging Opportunities:
Your portfolio beta is 1.4 → Buy SPY puts to hedge downside
Earnings risk next week → Consider VIX calls
Tax-Loss Harvesting:
BA is down 12% → Sell for loss, buy LMT (similar)
Save ~$240 in taxes
4. Correlation Matrix 🔗
What it does: Shows how your stocks move relative to each other
Why it matters:
High correlation = all stocks move together (high risk)
Low correlation = stocks move independently (diversification)
Access:
Portfolio → AI Tools → Correlation Matrix
Example Output:
Correlation Matrix:
Interpretation:
🔴 NVDA & AMD: 0.92 correlation (move together!)
🟡 Tech stocks: 0.70-0.82 (all correlated)
🟢 JNJ & XOM: Low correlation with tech (good diversifiers!)
Recommendation: You need more stocks like JNJ and XOM to truly diversify.
5. Sector Allocation Optimizer ⚖️
What it does: Suggests optimal sector allocation for your goals
Compares:
Your allocation
S&P 500 allocation
Target allocation (based on risk tolerance)
Gives: Specific trade recommendations to rebalance
Access:
Portfolio → AI Tools → Sector Optimizer
Example Output:
Sector Allocation Analysis
Tech
55%
28%
35%
Sell 20% 🔴
Healthcare
0%
13%
10%
Buy 10% 🟢
Financial
10%
13%
12%
Buy 2% 🟢
Energy
5%
5%
8%
Buy 3% 🟢
Consumer
15%
10%
15%
Hold ✅
Other
15%
31%
20%
Buy 5% 🟢
Recommended Trades:
Sell $9,000 of tech stocks (trim TSLA, AMD)
Buy $4,500 healthcare (JNJ, UNH)
Buy $900 financials (JPM or BAC)
Buy $1,350 energy (XOM or XLE ETF)
Buy $2,250 other sectors (REITs, Utilities)
Expected Result:
Lower volatility (-15%)
Better diversification
Reduced concentration risk
Similar expected return
6. Tax Optimization Tool 💸
What it does: Finds ways to reduce your tax bill
Strategies:
Tax-loss harvesting opportunities
Long-term vs short-term gains
Wash sale warnings
Optimal sell order
Access:
Portfolio → AI Tools → Tax Optimizer
Example Output:
Tax Optimization Report
Current Year Tax Situation:
Realized Gains: +$5,200 (short-term)
Realized Losses: -$800
Net: +$4,400 taxable
Est. Tax Bill: ~$1,320 (30% rate)
Tax-Loss Harvesting Opportunities:
BA Position
Unrealized loss: -$1,200
Sell now, reduce taxable gains to $3,200
Tax savings: ~$360
Replacement: Buy LMT (similar stock, avoid wash sale)
GE Position
Unrealized loss: -$600
Sell, reduce gains further
Additional savings: ~$180
Total Potential Savings: $540
Long-Term Capital Gains:
AAPL held 11 months → Wait 1 more month for long-term rate (20% vs 30%)
Potential savings if held: $200
Wash Sale Warnings: ⚠️ Don't buy BA again for 30 days after selling (wash sale rule)
7. Drawdown Analyzer 📉
What it does: Shows historical portfolio drawdowns (peak-to-trough declines)
Why it matters:
Know your worst-case scenario
Prepare psychologically
Size positions appropriately
Understand risk tolerance
Access:
Portfolio → AI Tools → Drawdown Analysis
Example Output:
Portfolio Drawdown History
Largest Drawdowns:
March 2023: -18.5% over 12 days
Trigger: Banking crisis
Recovery time: 35 days
Oct 2023: -12.3% over 8 days
Trigger: Fed hawkish comments
Recovery time: 20 days
Current: -3.2% from recent peak
Duration: 4 days
Historical context: Small, normal
Analysis:
Max drawdown: -18.5%
Average drawdown: -8.2%
Drawdown frequency: 3-4 per year
Recovery time avg: 28 days
Conclusion: Your portfolio typically drops 8-10% few times per year, with max drop around 15-20%. Plan accordingly.
🎯 How to Use AI Tools Effectively
Weekly Review Routine
Every Sunday (15 minutes):
Run Risk Analyzer
Check if portfolio got riskier
Identify new risks
Make adjustments
Review Performance Attribution
What worked last week?
What didn't?
Learn from winners/losers
Check Sector Allocation
Still balanced?
Need rebalancing?
Scan for Opportunities
What's missing?
Any good setups?
Monthly Deep Dive
Once a month (30 minutes):
Run all AI tools
Generate full portfolio report
Make strategic adjustments
Tax optimization check (if near year-end)
Update investment thesis for each position
Quarterly Rebalancing
Every 3 months:
Sector Allocation Optimizer
Execute rebalancing trades
Reset targets
Update risk tolerance
💡 Pro Tips
1. Don't Overoptimize
AI tools are powerful, but:
Don't chase perfection
Markets change
Some risk is necessary for returns
Focus on big risks, not tiny optimizations
Good enough > perfect
2. Combine with Your Judgment
AI tools should inform, not dictate:
Use tools as input
Apply your knowledge
Make final decision
You know your goals best
3. Track Tool Recommendations
Keep a log:
What did AI suggest?
What did you do?
What was the result?
Learn which tools are most valuable to YOU.
4. Use Tools Proactively
Don't wait for problems:
Run Risk Analyzer monthly (not just when down)
Check Sector Allocation quarterly (not just when unbalanced)
Use Drawdown Analyzer to prepare (not just to regret)
Prevention > Reaction
❓ FAQ
Q: Do AI tools cost extra? A: Included with Super Ape subscription. Premium feature.
Q: How accurate are AI recommendations? A: Data-driven and logical, but not perfect. Markets are unpredictable. Use as guidance.
Q: Can AI tools auto-execute rebalancing? A: No! Tools only make suggestions. You execute manually.
Q: Do I need all these tools? A: No. Start with Risk Analyzer and Sector Optimizer. Add others as needed.
Q: How often should I use these? A: Risk Analyzer monthly. Others as needed or quarterly.
Q: Are these tools for beginners? A: Advanced features. Beginners should focus on Ask Maverick first, then graduate to these tools.
What's Next?
Master Portfolio Management:
Portfolio Overview → - Your dashboard
Tracking Positions → - Manage holdings
Portfolio AI → - Portfolio AI chat
Apply in Workflows:
Portfolio Health Check → - Full review
AI Portfolio Tools = Professional-Level Analysis in Your Pocket! 🤖📊
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