Total Value (USD)
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Day P&L
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vs yesterday
Total Return
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Risk Score
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robo-advisor
Live MYR Value
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fetching rate...
Annual Dividend Yield
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Allocation by Sector
Today's Movers
Holdings
| Ticker | Name | Qty | Avg | Last | Day Chg | Value | P&L $ | P&L % | Weight |
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Robo-Advisor uses live prices + AI to analyse drift, score risk, and recommend trades based on current market conditions.
AI Market Analysis
Click "Run AI Analysis" to get AI insights incorporating current market news.
Target vs Current
Set Targets
Recommended Trades
| Action | Ticker | Shares | Amount | Current | Target | Drift | Reason |
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Current vs Target
Concentration Alerts
Annual (gross)
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After 30% Tax
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Malaysian investor
Yield on Cost
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Next Payout
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Dividend Holdings
| Ticker | Name | Div/Share | Freq | Gross/Period | Net (after tax) | Annual Net |
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Edit Div$/Share and frequency per holding in Settings.
AI Smart Insight
Select a ticker and click Analyse to get AI-powered investment insight.
Key Metrics
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Analyst Ratings
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Historical Performance (2 Years)
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Scenario Simulation (Investment Decision Tool)
AI Daily Briefing
Click Generate to get an AI briefing based on your portfolio and live market news.
AI Sentiment + 7-Day Prediction
Click below to run live AI sentiment analysis with real news.
News Aggregator
Click "Load News" or "Generate Briefing" to fetch from all sources.
Live Earnings Analysis
Select tickers — live data from Finnhub, analysed by AI.
Twelve Data primary · AV backup · AI fallback
Indicators
Select ticker and click Load.
Key Levels
Select a ticker and click Load Live TA.
Price Chart
Alerts check on every quote refresh. Enable Auto-refresh in Settings for hands-free monitoring. Browser push notifications fire even when you switch tabs.
Auto-Refresh Status
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Add Alert
Active Alerts
Watchlist
Monthly Finances (MYR)
Monthly Surplus
RM 0
after investment contribution
Monthly Surplus Projection
What-If Goal Simulator
$20,000
$500/mo
15 yrs
Without purchase
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With purchase
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Retirement delay
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Portfolio Stress Test
Add holdings to see results.
Hedging Strategies
Material Signal Feed
AI filters all incoming news and surfaces only position-moving events relevant to your holdings. Noise removed. Only signals that matter.
Live Investment Thesis Tracker
Set your thesis for each position. The copilot continuously evaluates whether reality matches your original assumptions and flags divergences.
Portfolio Memory — Investor Profile
Your style and preferences are included in every AI analysis, giving you personalised reasoning rather than generic advice.
Scenario Engine — Probabilistic Reasoning
Describe any macro or sector scenario. The AI reasons through the impact on each position with probability-weighted estimates.
Oil −20%
Higher-for-longer rates
China slowdown
AI capex cut
USD +15%
Ask Portfolio AI
Hello! I'm your AI portfolio analyst with live context of your holdings, risk score, and sector allocation. I can also factor in current market conditions. Ask me anything.
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