Your stocks, funds and other assets from every broker and market, valued together, with the risk worked out.

PortfolioAI reads your holdings from a broker connection, any broker's export or your fund statement, refreshes prices every 15 minutes while you use it, converts everything into your base currency at the day's rate, and shows what you own, what it has returned, and what a bad month would cost. Advisers run every client this way, with mandates checked on each one.

Open the sample portfolio See it as an advisory firm Create an account with your email

The samples use real securities and real market prices; the investors and the firm are made up.

Getting your holdings in

Mix sources in one portfolio. Updating a source replaces what it brought in last time, so nothing is counted twice.

Source	What it reads	What we keep
Broker export (CSV or Excel)	The holdings or trade file your broker lets you download. Common formats are recognised automatically; any file with a symbol or ISIN, quantity and average cost works.	The rows you confirm after a preview.
Consolidated statement	A statement PDF that lists every fund you hold across fund houses, such as the CAMS/KFintech CAS. With a detailed statement, each purchase and redemption with its date and NAV.	The schemes and transactions. The PDF and its password are read in memory and discarded.
Direct broker connection	Sign in with your broker, or paste the API key it issues you, and we read what you hold there. Interactive Brokers, Robinhood, Schwab, Fidelity and the other brokers SnapTrade connects, plus Zerodha, Groww, Upstox, Dhan and Fyers.	Nothing from the broker's session. Sync again for fresh holdings.
By hand	Search a stock, ETF or mutual fund and record a buy, sell or dividend.	The trade.
Other assets	Fixed deposits, gold and property, in the currency you hold them in. Deposits accrue interest, gold follows the gold price and property uses your own estimate.	What you enter.

What a bad month would cost

Every number is computed from a year of daily prices for your current positions, so a stock you bought last month counts with its full history. Funds use their published daily NAVs.

Volatility and beta: How much the portfolio swings in a year, and how closely it follows its benchmark index.
Worst fall: The largest peak-to-trough drop over the past year, with the dates it started and ended.
Bad day (1-day VaR at 95%): What a 1-in-20 day has cost in your base currency, based on the past year's daily moves.
Effective holdings: Twenty positions where three dominate behave like three. This number says how many you really have.
Correlation: Which of your largest holdings rise and fall together.
Stress tests: Markets down 20%, one market selling off alone, US tech down 25%, a 5% currency move, rates 1% higher. You see the shocks that apply to what you hold, each scaled by every holding's own beta.

Ask in plain words

Type "why is my portfolio down today?", "how much do I have in banks?" or "what if the dollar weakens 5%?". The answer is computed from your holdings and prices, and you can see each step it took. It won't tell you what to buy or sell.

Limits that check themselves

Set the rules you mean to keep: no stock above 15%, no sector above 30%, US holdings at most 35%, an alert if the past year's drawdown passes 15%. They're checked against live prices every time you open the app, with a warning when you're within 10% of a limit.

Your portfolio inside Claude

Connect claude.ai or ChatGPT by signing in to PortfolioAI, or any other MCP client with a token from Settings. It can read your combined holdings across every broker, the risk numbers and your limits, and run what-ifs. It can't change anything or trade, and you can revoke it in one click.

claude mcp add --transport http portfolioai \
  https://portfolio.stellitron.com/api/mcp \
  --header "Authorization: Bearer pai_..."

Tools: list_portfolios, get_overview, get_holdings,
       get_risk, check_limits, ask_portfolio

For advisers, family offices and portfolio managers

Clients with their own portfolios. Each client has a risk profile, notes and one or more portfolios. The overview shows assets under advice, each client's day and return, and which mandates are breached.

Firm-wide mandates, client exceptions. A firm rule applies to every client portfolio; a portfolio's own rule of the same kind replaces it, so a trust with a 35% equity cap and a family with a legacy holding can both be right.

A team with roles and a record. Invite colleagues as admin, manager, analyst or viewer. Imports, trades, client changes and role changes go into an audit log nobody can edit. Holdings export to CSV for reporting.