AI Trading Assistant
OnlineAsk about your portfolio, markets or strategy · it can read your holdings but cannot place trades
Conversation
Context: your portfolio & live market data
Good morning, Alex. I can see your portfolio is up 2.65% today, driven mostly by Solana. What would you like to look at?
09:42
Why is my risk score elevated?
09:43
Two things are driving it. Bitcoin is 42% of your portfolio against a 35% target, and your holdings correlate at 0.61 on average — so you have less diversification than eight positions suggests.
Trimming BTC by about 0.05 would bring concentration back in range and lift the overall score from 62 to roughly 71.
09:43 · sources: Risk Analysis, Holdings
Should I sell my XRP?
09:45
I can tell you what the models see, but the decision is yours — I can't know your tax position, time horizon or conviction.
XRP
6,220 · $3,819
Sell
- Unrealised
- −$547 (−12.5%)
- Model view
- Sell · 69% confidence
- Tax effect
- Harvests a $547 loss
Points in favour: it's your only Sell-rated holding, it's down 12.5%, and closing harvests a loss against realised gains. Points against: it's your least correlated asset, so selling slightly reduces diversification.
09:45 · sources: AI Signals, P&L
The assistant can read your holdings and market data. It cannot place trades or move funds. Responses may be inaccurate — verify before acting.
Suggested Questions
Based on your current portfolio
Context in Use
What the assistant can see
- Holdings 8 assets · $47,823.56
- Transaction history 1,284 records
- Live market data 240 pairs · 12s delay
- Model outputs Signals, risk, forecasts
- Trade execution Not permitted
- Fund transfers Not permitted
Conversations are private to your account and are not used to train models.