Portfolio Modeler
Simulate and analyze stock portfolios
Test your investment ideas without risking real money!
Import your portfolios from different brokers and unify them into a single, clear overview. Track how your portfolio evolves over time and compare it with alternative strategies. The built-in AI explains where your portfolio performs well, where it carries unnecessary risk, and what your next investment options are.
Wondering if a different investment strategy would perform better?
Alternative Investment Projection
Portfolio Modeler can answer the question “What if I had invested differently?” Based on your actual cash-flow, we simulate how your portfolio would have performed if you had invested into a different index, ETF, or stock. This is not a hypothetical curve — it is a real projection of your historical deposits.
- Simulation of real cash-flow into an alternative strategy
- Comparison with your actual portfolio — return, drawdown, volatility
- Helps you decide whether a strategy change makes sense
Broker charts only show you part of the story
Daily portfolio visualization
You can import your portfolio from your broker or build it manually. Portfolio Modeler then shows its daily performance and composition — both in an intuitive chart and in detailed breakdowns.
- Daily portfolio value over time
- Breakdown by holdings, sectors, regions, or asset types
- Hover over any day to see the exact composition
You have the numbers. What you need is someone to translate them into plain English
AI portfolio analysis powered by connected market data
We don’t just show you spreadsheets of metrics. We calculate a large set of financial indicators from historical market data and feed them into AI models that generate an understandable analysis. One click runs an AI review of your portfolio — with summaries, highlights, and actionable alerts.
- Automatic summary of your portfolio and its main risks
- Clear explanations of metrics in plain language
- Chat with the AI to dive deeper into anything you want
You want to invest wisely, but you are not a professional analyst
AI financial advisor for portfolio construction
Describe your situation — income, goals, investment horizon, risk tolerance, future plans. The AI advisor proposes a complete portfolio built from stocks and ETFs tailored to your needs. If you wish, you can instantly turn this proposal into an actual portfolio inside the system.
- A conversational approach instead of complex forms
- A concrete portfolio proposal, not generic advice
- Instant connection to visualization, scenario projection, and AI analysis
Multiple broker accounts and still no full overview of how you’re doing?
Portfolio aggregator across all your investments
Portfolio Modeler can merge several portfolios into one aggregated view. Select any number of portfolios you want to track together and see combined performance, dividends, and risk metrics. The same AI analysis you use for a single portfolio can be run over your entire wealth.
- One place to see your entire investment picture
- Total return, dividends, inflows and outflows of capital
- AI commentary on your aggregated portfolio