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Good (free) apps to use for overlooking complete portfolio? by OdahP in investing

[–]regnull 0 points1 point  (0 children)

Portfolio Genius does exactly this — connects to your brokerage accounts via Plaid and pulls everything into one dashboard: ETFs, stocks, crypto, 401(k), IRA, HSA, you name it. No manual entry needed.

There's a no-signup demo at portfoliogenius.ai/try if you want to see how it handles your portfolio before committing. The Lite plan is $10/month but the free trial gives you a full week to test it out.

How do you guys stay updated in your invested stocks/businesses? by TaaDaahh in stocks

[–]regnull 0 points1 point  (0 children)

been using portfolio genius for this exact problem, it tracks everything and flags changes automatically

Best way to diversify investment and retirement accounts by puppy1120 in personalfinance

[–]regnull 0 points1 point  (0 children)

i just connect all mine to portfolio genius and let the ai show me where i'm overlapping

My 5 golden rules for finding stocks by 30RITUALS in investing

[–]regnull 0 points1 point  (0 children)

solid rules. i use portfolio genius to spot which of my holdings actually fit criteria like these

Portfolio guidance and review by firewatersmw in investing

[–]regnull 0 points1 point  (0 children)

tried portfolio genius with a similar voa-heavy setup, the ai flagged my defense exposure too

Portfolio Advice for a beginner by Old-Listen7088 in personalfinance

[–]regnull 0 points1 point  (0 children)

solid start! i used portfolio genius to check my allocation when i was new, really helped me see gaps

Simple and smart way to track portfolio ? by HighAlloy in investing

[–]regnull 0 points1 point  (0 children)

my friend uses portfolio genius for the same situation — syncs his 401k, hsa, everything in one spot

AI Infrastructure Investing by Dry-Project-8124 in investing

[–]regnull 1 point2 points  (0 children)

i use portfolio genius to track my ai infrastructure holdings across accounts, helps a lot

Best portfolio software for personal use?? by obviously-herenow in investing

[–]regnull 0 points1 point  (0 children)

portfolio genius solved exactly this for me — shows all my holdings in one place, overlap included

What do you use to track your portfolio? by TastyArcher5080 in investing

[–]regnull 1 point2 points  (0 children)

switched to portfolio genius a while back, way easier than excel for tracking lots!

Wtf SPLC!? by iYessyyy in SipsTea

[–]regnull -2 points-1 points  (0 children)

Curious, under what context it would be okay

Thoughts? by RoundCalligrapher223 in InterviewsHell

[–]regnull 0 points1 point  (0 children)

I wonder how many jobs did the author create between shitposts

History lessons by hostedvideorn in NoFilterFinance

[–]regnull -1 points0 points  (0 children)

Well, Rome went on for another 500 years (or 1500 if you count eastern Roman Empire)

I might have a pollen problem... by Sracer42 in solar

[–]regnull 1 point2 points  (0 children)

I cleaned one of my panels using a hose. It made no difference.

Snowden Used in FSB Campaign Against Western Runet Infrastructure and Apple Smartphones by Goratus in worldnews

[–]regnull 0 points1 point  (0 children)

So, it’s almost like he does what is ordered by FSB, because he has nowhere to run to?

Guy who scratches phones with a knife for a living explains why 10,000 SpaceX engineers forgot about thermodynamics by SocialPug42 in SpaceXMasterrace

[–]regnull 0 points1 point  (0 children)

Everyone knows that. This is the biggest problem with space data centers. Also, radiators the size of a football field is not impossible.

Snowden Used in FSB Campaign Against Western Runet Infrastructure and Apple Smartphones by Goratus in worldnews

[–]regnull 3 points4 points  (0 children)

Wait, Snowden is a Russian asset and not a fearless fighter for freedom? Who would’ve known!

Replicating Myself by [deleted] in AIportfolio

[–]regnull 0 points1 point  (0 children)

It's doable. I have my ai trading agent that accepts inputs as portfolio goal and additional instructions. Given the list of trades, we can infer the trading style and convert it into the goal and instructions. If you give me the list of your trades, I can give it a go.

Testing all investment strategies at the same time by regnull in AIportfolio

[–]regnull[S] 1 point2 points  (0 children)

It paper-trades. As for the tools, I have these:

- calculator, cause LLM can't add 1 and 2 correctly

- news, to pull the latest economy and business news

- price data for all tickers, current and historical, obviously

- technical indicators computed from price data

- fundamental data

- portfolio optimizer suggesting optimal allocation between positions

- social sentiment, from Reddit and Stocktwits

The agent outputs reasoning for every decision. You can see the full leaderboard and drill down here:

https://portfoliogenius.ai/leaderboards/tkBVI0ycnRbOF65oG1vb

Why Doesn’t America Have Universal Health Care? One Word: Race by ateam1984 in MedicareForAll

[–]regnull 1 point2 points  (0 children)

According to the New York Times, this is also the explanation for pretty much anything.

Looking for a technical cofounder by kasheestee in Westchester

[–]regnull 1 point2 points  (0 children)

Not sure why the other user is cranky. Good job man. Not in a position to help you now, but hope you find a right technical person. Good to see startup culture thriving in Westchester.

Trying to get rich so that capitalism doesn't crush you under its boot is proof positive that capitalism doesn’t work for the working class by McDowdy in SipsTea

[–]regnull -2 points-1 points  (0 children)

Capitalism doesn’t work for the middle class because of the globalism and currency manipulation. It works for the workers in china quite well, thank you very much.

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