Total Value (USD)
—
—
Day P&L
—
vs yesterday
Total Return
—
—
Risk Score
—
robo-advisor
Live MYR Value
—
fetching rate...
Annual Dividend Yield
—
—
Allocation by Sector
Today's Movers
Holdings
| Ticker | Name | Qty | Avg | Last | Day Chg | Value | P&L $ | P&L % | Weight |
|---|
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 |
|---|
Current vs Target
Concentration Alerts
Annual (gross)
—
—
After 30% Tax
—
Malaysian investor
Yield on Cost
—
—
Next Payout
—
—
Dividend Holdings
| Ticker | Name | Div/Share | Freq | Gross/Period | Net (after tax) | Annual Net |
|---|
AI Smart Insight
Select a ticker and click Analyse to get AI-powered investment insight.
Key Metrics
Select a ticker above.
Analyst Ratings
Select a ticker above.
Historical Performance (2 Years)
Select a ticker above.
Select a ticker above.
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.
AI-distilled earnings intelligence: EPS surprise trends, institutional sentiment momentum, and an AI-simulated earnings call briefing — the way Moomoo does it, but for your exact holdings.
Finnhub + Groq · select a ticker
Upcoming Earnings Calendar — next 45 days
Loading calendar...
EPS Surprise History
Select ticker and click Load.
Institutional Sentiment
Select ticker and click Load.
AI Earnings Intelligence Report
Select ticker and click Load.
AI Earnings Call Briefing
AI simulates the key talking points management is likely to address — what to listen for and what they may deflect.
Load a ticker above to generate the briefing.
Market Research — Screen Any Stock
Stocks not in your portfolio
Enter any ticker to get an AI buy/watch/avoid verdict with fundamentals, valuation, catalyst, risk, and entry level — great for screening potential buys.
Enter a ticker above and click Research to get an AI screening report.
AI models analyze real-time news, fundamentals, macro regime, and price extremes to forecast potential moves and surface portfolio rotation opportunities — forward-looking, not just historical.
Predictive Engine
Fetches live market news, detects current macro regime, forecasts price targets, and identifies rotation opportunities. Runs in ~30–45 seconds.
AI Price Targets — 30 / 60 / 90-Day Scenarios
Probability-weighted bear / base / bull scenarios for each holding, with the key driver and tail risk for each.
Click Run Full Analysis to generate forecasts.
Portfolio Rotation Signals
Based on sector momentum from news sentiment — where institutional flows are moving and where to rotate.
Click Run Full Analysis to generate rotation signals.
Mean Reversion Scanner
Holdings trading at extremes relative to their 52-week range — loaded automatically from Finnhub metrics.
Click Run Full Analysis to scan all positions.
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
Auto-refresh off
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
—
With purchase
—
Retirement delay
—
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.
Quick questions: