AI Portfolio Analysis
1 free / monthOne click — Claude reads your cost basis, hold times, and price trends to surface what to sell, hold, or watch.
What's Working
What's Not
Actions to Consider
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Total Cards
24
Total Invested
$1,001,683.00
Est. Market Value
$8,579.08
Realized Gains
$-999,853.00
Total P/L
$-992,408.92
Portfolio Market Value
Estimated value over time