Portfolio AI
Your AI portfolio analyst. Get personalized advice on your holdings.
⏱️ Time to read: 4 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone with connected portfolio
🤖 What is it?
Portfolio AI is AI specifically trained to analyze YOUR portfolio and answer questions about YOUR holdings.
Think of it as:
Your personal portfolio manager
Financial advisor in your pocket
Second opinion on decisions
24/7 portfolio analyst
Unlike regular AI Chat: Maverick sees your actual positions and gives personalized advice.
🆚 Maverick vs Regular Chat
Regular AI Chat 💬
Generic trading advice
Doesn't know what you own
General market analysis
Good for research
Example:
You: "Should I buy TSLA?" AI: "TSLA looks strong technically. Entry around $465 could work."
Portfolio AI 📊
Knows your exact holdings
Sees your cost basis
Understands your risk exposure
Personalized to YOUR situation
Example:
You: "Should I buy TSLA?" Maverick: "You already own 10 shares of TSLA at $450 cost basis, currently up 3.3%. Your TSLA position is 15% of your portfolio. Adding more would increase concentration risk. Consider trimming other positions or looking at different sectors instead."
Personalized = Better advice
📱 Where to Find Portfolio AI
iOS
Go to Portfolio tab
Tap "Ask Maverick" button (near top)
Or swipe up on portfolio view
Chat interface opens
Web
Portfolio page (left sidebar)
Click "Ask Maverick" button (top right)
Or click chat icon in portfolio section
Maverick chat opens
💬 What You Can Ask Maverick
Portfolio Health Questions 🏥
Examples:
"How's my portfolio doing?"
"What's my overall risk level?"
"Am I too concentrated in tech?"
"Which sectors am I missing?"
"Is my portfolio diversified enough?"
Maverick gives:
Overall health score
Risk assessment
Sector breakdown
Diversification analysis
Suggestions for improvement
Position-Specific Questions 📈
Examples:
"Should I hold or sell TSLA?"
"Is AAPL still a good buy?"
"What's wrong with my AMD position?"
"Should I add to my NVDA position?"
"Which of my stocks should I trim?"
Maverick gives:
Position analysis
Snapshot grade review
Recent news impact
Hold/Sell/Add recommendation
Reasoning behind advice
Profit/Loss Analysis 💰
Examples:
"Why am I down money this month?"
"What's my best performing stock?"
"Show me my worst positions"
"How much have I made on NVDA?"
"Which trades were mistakes?"
Maverick gives:
P&L breakdown
Best/worst performers
Attribution analysis
Learning opportunities
Rebalancing Questions ⚖️
Examples:
"Should I rebalance my portfolio?"
"What should I buy next?"
"Which position should I sell first?"
"How can I reduce risk?"
"Am I overweight in any sector?"
Maverick gives:
Current allocation
Target allocation
Specific rebalancing steps
Trade recommendations
Expected risk reduction
Risk Management Questions 🛡️
Examples:
"What are my biggest risks?"
"Which positions are most volatile?"
"Am I exposed to earnings risk?"
"Should I hedge anything?"
"What could go wrong?"
Maverick gives:
Risk breakdown by position
Upcoming earnings dates
Volatility analysis
Hedging suggestions
Worst-case scenarios
Tax Optimization Questions 💸
Examples:
"Do I have any tax-loss harvesting opportunities?"
"Which positions have short-term gains?"
"Should I wait for long-term capital gains?"
"Show me my taxable events"
Maverick gives:
Tax-loss harvest candidates
Short vs long-term positions
Estimated tax liability
Optimization strategies
Performance Comparison 📊
Examples:
"Am I beating the S&P 500?"
"How do I compare to QQQ?"
"What's my Sharpe ratio?"
"Show me my alpha"
Maverick gives:
Benchmark comparisons
Risk-adjusted returns
Performance attribution
Where you're winning/losing
🎯 Real Example Conversations
Example 1: Portfolio Health Check
You: "How's my portfolio doing?"
Maverick:
Your portfolio is performing well overall. Here's the breakdown:
Total Value: $45,250 All-Time Return: +22.3% YTD Return: +18.5%
Performance vs Benchmarks:
S&P 500: +15.8% (You're beating by +6.5%) ✅
Nasdaq: +20.1% (You're trailing by -1.6%)
Strengths:
Strong position sizing (no position >20%)
Good sector diversification
8 of 10 positions profitable
Risks:
Tech concentration: 45% (consider trimming to 35%)
3 positions have earnings this week
AMD position down 8% (review thesis)
Overall Grade: B+ 👍
Example 2: Position Decision
You: "Should I sell my TSLA at a loss?"
Maverick:
Your TSLA Position:
Cost Basis: $465/share
Current Price: $438
Loss: -$270 (-5.8%)
Held for: 15 days
Analysis:
TSLA Snapshot Grade: B (was A+ at purchase)
Recent news: Delivery numbers missed estimates
Technical: Broke support at $450, next support $420
Sentiment: Turned bearish on WSB and Twitter
Recommendation: SELL 🔴
Why:
Broken technical setup (lost $450 support)
Fundamental catalyst negative (missed deliveries)
Sentiment shifted
Could retest $420 (-$18 more downside)
Action: Sell now, take the 5.8% loss, look for re-entry at $420-430 if interested. Sometimes the best trade is exiting a bad trade early.
Tax note: This is a short-term loss, can offset gains.
Example 3: What to Buy Next
You: "What should I add to my portfolio?"
Maverick:
Based on your current holdings and risk profile, here are my suggestions:
Gap in Your Portfolio: You're overweight Tech (45%) and underweight Healthcare (0%). Consider diversification.
3 Recommendations:
1. JNJ (Johnson & Johnson) - Healthcare
Grade: A
Why: Defensive, dividend aristocrat, would add stability
Position size: 5-10% of portfolio
Entry: $158-162
2. XLE (Energy ETF) - Energy Sector
Grade: B+
Why: You have zero energy exposure, sector rotating in
Position size: 5% of portfolio
Entry: Current levels
3. MSFT (Microsoft) - Tech (but defensive)
Grade: A+
Why: You own no mega-cap tech with moat, quality company
Position size: 10-15% of portfolio
Entry: Dips to $370-375
Don't buy all at once. Add one per week to dollar-cost average.
🎭 Portfolio AI Adapts to Your Companion
For Blitz (Day Trader) 🚀
Maverick focuses on:
Intraday position management
Day trade setups from your watchlist
Risk per trade analysis
Realized P&L optimization
Example:
"Your TSLA day trade was profitable (+3.2%) but you held too long. Next time, take profits at +2.5% and move to next setup. Don't get greedy on day trades."
For Maverick (Momentum Trader) 📈
Maverick focuses on:
Swing position sizing
Multi-day hold strategies
Entry/exit timing
Risk/reward on swings
Example:
"Your AMD swing is working. Entry at $178, now at $188 (+5.6%). Target is $195. Hold until target or 7 days, whichever comes first. Set stop at $183 to protect profits."
For Sage (Long-Term) 🏦
Maverick focuses on:
Portfolio quality
Dividend income
Tax efficiency
Long-term compound growth
Example:
"Your portfolio is well-constructed for long-term wealth. 60% in quality blue chips, 30% in growth, 10% cash. Dividend yield: 2.8%. Expected annual return: 10-12%. Stay the course."
💡 Pro Tips for Using Portfolio AI
1. Be Specific
❌ Vague: "What should I do?" ✅ Specific: "Should I sell my AAPL position that's up 15%?"
Specific questions get specific answers.
2. Ask "Why"
Follow up on recommendations:
"Why do you say sell?"
"Why is my portfolio risky?"
"Why should I add healthcare?"
Understanding the reasoning helps you learn.
3. Use for Second Opinions
Before making a trade:
Form your own opinion
Ask Portfolio AI
Compare views
Make final decision
Portfolio AI is a tool, not a dictator.
4. Weekly Portfolio Review
Every Sunday:
Ask: "How did my portfolio perform this week?"
Review winners/losers
Ask: "What should I adjust?"
Plan next week
Consistency = better results
5. Learn from Maverick
Portfolio AI explains WHY behind advice:
Read the reasoning
Understand the analysis
Apply to future decisions
Build your own skills
Goal: Eventually need Portfolio AI less as you learn more.
🔒 Privacy & Security
What Portfolio AI Sees:
✅ Your positions and cost basis
✅ Portfolio performance
✅ Trade history
✅ Account balances
What Portfolio AI Doesn't Share:
❌ Your data with anyone
❌ Your positions publicly
❌ Your personal info
Your portfolio data stays private. Only you and Portfolio AI.
⚠️ Important Disclaimers
Portfolio AI is NOT:
❌ A licensed financial advisor
❌ Providing official financial advice
❌ Guaranteeing any outcomes
❌ Responsible for your decisions
Maverick IS:
✅ An AI analytical tool
✅ Providing data-driven insights
✅ Helping you think through decisions
✅ A second opinion
YOU make the final call. Always.
Do your own due diligence. Maverick is a helper, not a decision-maker.
❓ FAQ
Q: Does Maverick cost extra? A: Included with Super Ape subscription. Not available on free plan.
Q: Can Maverick place trades for me? A: No! Maverick only gives advice. You must execute trades manually.
Q: How often can I ask Maverick questions? A: Unlimited! Ask as much as you want.
Q: Does Maverick learn from my questions? A: Yes! Maverick learns your preferences and trading style over time.
Q: Can I use Maverick if I only have paper trading? A: Yes! Maverick works with Ape Paper Trading Account too.
Q: Is Maverick always right? A: No! Maverick is AI, not perfect. Markets are unpredictable. Use as one input, not the only input.
What's Next?
Explore Portfolio Features:
Portfolio Overview → - Your holdings dashboard
Tracking Positions → - Manage holdings
AI Analysis Tools → - Advanced features
Use in Workflows:
Portfolio Health Check → - Full review with AI
Ask Maverick = Your Personal Portfolio Analyst. 24/7 Advice on YOUR Holdings! 🤖📊
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