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Better Investor
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AI analyzing...

Portfolio Value

$44,815.50

+19.67%
JanMarJunSepDec
AI Insight

Tech concentration at 67% โ€” Bonds or REITs can reduce volatility. Historically, 60/40 portfolios had 35% less drawdown.

EducationUpdated 2h ago
Diversification

6/10

Needs work

Goal Progress

42%

On track

Top HoldingsLive prices
AAPL+23.1%
MSFT+35.3%
VOO+14.5%
NVDA+10.2%
AI-Powered Advantage

Your AI investment analyst.
Working 24/7.

Stop second-guessing. Get data-driven insights that help you make confident investment decisions.

Spot risks early

AI monitors your portfolio concentration, sector exposure, and market conditions. See potential risks before they impact you.

Concentration Alert

70% in tech โ€” historically volatile sector

Find opportunities

AI surfaces market data and patterns you might miss. See when assets hit key technical levels or unusual volume.

Technical Signal

VOO crossed below 200-day moving average

Analyze allocation

See how your allocation compares to model portfolios. Understand the historical risk/return of different strategies.

Allocation Analysis

Adding bonds historically reduced volatility 22%

Avoid Panic Selling

When fear says "sell everything"

The AI keeps you rational with data, not opinions.

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Better Investor AI

Data over emotions

My portfolio is down 15% this month. Should I sell everything before it crashes more?

I understand the fear. Let me give you some data:

Your drawdown: -15%
S&P 500 YTD: -12%
Your cost basis: $38,200
Current value: $32,470

What research says:

  • ๐Ÿ“‰Dalbar (2023): Average investor earns 4.3% less than the market annually by selling during dips
  • ๐Ÿ“ˆJP Morgan: Missing the 10 best market days over 20 years cuts your returns in half
  • ๐Ÿ“ŠFidelity: The S&P 500 has recovered from every correction within 2 years on average

๐Ÿ’ก Selling during a dip locks in your losses. Historically, staying invested has outperformed trying to time the market.

Educational information only โ€” all investment decisions are yours.

Avoid FOMO Buying

When hype says "buy now or miss out"

The AI shows you what the data actually says.

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Better Investor AI

Data over hype

Bitcoin just hit $95k! Everyone's buying. Should I put $10k in right now?

Let me check the current market data:

BTC 30d change: +42%
RSI (14d): 78 (overbought)
Fear & Greed: 89
Market sentiment: Extreme greed

Historical patterns:

  • โšกYale study: Buying during "extreme greed" periods returned -8% on average over the next 6 months
  • ๐Ÿ“ŠGlassnode: BTC historically drops 20-40% within 60 days when RSI exceeds 75
  • ๐Ÿ’กVanguard: Dollar-cost averaging outperforms lump sum 68% of the time during high volatility

โš ๏ธ "Everyone's buying" has historically signaled local tops. Consider spreading your entry over time.

Educational information only โ€” all investment decisions are yours.

Portfolio Analysis

Understand your risk like never before

Compare your allocation to proven strategies with decades of data.

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Better Investor AI

Historical analysis

How does my portfolio compare to a classic 60/40 allocation?

Here's your allocation compared to a 60/40 portfolio:

StocksYou: 95% vs 60%
BondsYou: 0% vs 40%
CashYou: 5% vs 0%

Historical data (1980-2023):

  • ๐Ÿ“ˆ100% stocks: 10.2% annual return, but max drawdown of -51% (2008)
  • โš–๏ธ60/40 portfolio: 8.7% annual return, max drawdown of only -29%
  • ๐Ÿ“ŠSharpe ratio: 60/40 has historically delivered better risk-adjusted returns

๐Ÿ“Š Your portfolio has higher return potential (+1.5%/yr) but 75% more volatility during market downturns.

Educational information only โ€” all investment decisions are yours.

Insider Trading Data

See what insiders are doing

Track CEO and executive stock transactions in real-time. When insiders buy their own stock, it often signals confidence.

  • Cluster buys detection

    Multiple insiders buying = strong signal

  • AI-powered analysis

    Daily summary of notable insider activity

  • Updated daily

    Fresh data scraped every 24 hours

Recent Insider Activity
Updated 2h ago
AI Insight

3 cluster buys detected this week in semiconductor sector. NVDA, AMD, and INTC executives purchased $4.2M combined.

NVDA

Jensen Huang

CEO

Buy$2.1MJan 18
AAPL

Tim Cook

CEO

Sell$5.4MJan 17
AMD

Lisa Su

CEO

Buy$1.8MJan 16
MSFT

Satya Nadella

CEO

Buy$890KJan 15

Data sourced from SEC filings โ€ข Educational purposes only

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  • Real-time market data
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  • Portfolio projections
  • Insider trading data
  • Performance tracking
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AI monitoring your portfolio

Investors who stopped guessing

Real stories from people who took control of their portfolio.

Avoided panic selling

"I was about to panic sell during the 2024 dip. The AI showed me historical recovery data. I held. My portfolio is now up 23%."

Marc D.

Long-term investor

Avoided FOMO buying

"I almost bought Bitcoin at the top because everyone on Twitter was hyped. The AI showed me the RSI was at 82. I waited, bought 30% lower."

Sophie L.

Crypto investor

Discovered hidden risk

"I had no idea I was 85% in tech stocks. The AI flagged it immediately. Now I actually understand my risk exposure."

Thomas R.

Tech worker

Saved hours every week

"I used to spend 3 hours every Sunday updating my spreadsheet. Now I just upload my broker PDF. Done in 30 seconds."

Julie M.

Working mom, 2 kids

Stress-tested scenarios

"Asked the AI 'what happens if Tesla drops 40%?' Got a detailed impact analysis on my whole portfolio. No advisor ever did that."

Antoine B.

Engineer

Data-backed insights

"The research citations are what sold me. It's not just opinions โ€” it's Vanguard studies, JP Morgan data. I can trust it."

Claire P.

Former banker

Questions? Answers.

AI-Powered Investing

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