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AInvestor.World

Invest Smartly

Portfolio intelligence

Multi-currency portfolio analysis tool

AInvestor turns a list of holdings into a coherent financial view of value, cost, return, cash, sectors, currencies and concentration.

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What it provides

A clearer financial workflow

  • Consolidate positions and costs into a base currency
  • Identify concentration by security, sector and currency
  • Open the financial Snapshot of every instrument
  • Use Portfolio X-Ray to understand portfolio-level risks

Understand the portfolio, not only its holdings

A collection of strong companies can still produce a concentrated portfolio. Portfolio analysis reveals position weights, sector exposure, cash and the difference between cost and market value.

Holdings remain in their original currency when necessary and are converted into the selected base currency for the consolidated summary.

A workflow connected to investment research

Each holding can lead to Snapshot, Gauge 360 and the related AInvestor analyses. The investor keeps the portfolio context while researching an individual security.

AInvestor focuses on read-only portfolio analysis and does not execute transactions on the user's behalf.

QUESTIONS

Frequently asked questions

Can I analyze more than one portfolio?

Yes, subject to plan limits. Portfolios can represent different goals, accounts or data sources.

Does AInvestor execute trades?

No. AInvestor is dedicated to reading, consolidating and analyzing portfolio positions.

Continue your research

Portfolio import Universal CSV and XLSX portfolio import Import a CSV or XLSX file from Disnat, Questrade or another broker, validate the holdings and create an analyzable AInvestor portfolio. Canada–United States investing Canadian and American dollar portfolio analysis Analyze Canadian and American holdings together with transparent currency conversion and portfolio totals by original currency. Portfolio import Disnat portfolio file import Import a Disnat export, validate securities and currencies, and create an AInvestor portfolio for financial analysis. Broker connector roadmap Questrade portfolio analysis: integration roadmap Explore AInvestor's roadmap for a future read-only Questrade connection and consolidated analysis of authorized portfolio positions.