Portavex: Analyze

Portavex: Analyze gives self-directed investors professional-grade portfolio analysis tools — without the advisor fees, sales agenda, or brokerage affiliation. Powered by AIDA, your AI investment assistant, Portavex: Analyze helps you understand what's really in your portfolio, where your risks are concentrated, and how your holdings measure up across 15+ analysis tools. WHAT YOU CAN DO - Analyze your portfolio across risk, diversification, valuation, and performance - Ask AIDA anything about your holdings in plain English - Get spoken portfolio walkthroughs powered by AI - Save and reload multiple portfolio configurations - Choose from four investment strategies — Aggressive Growth, Growth, Blend, and Income AIDA — YOUR AI INVESTMENT ASSISTANT Just describe what you want to know. AIDA interprets your question, analyzes your portfolio, and explains what it finds in plain language. No finance degree required. WHAT'S INCLUDED - Portfolio volatility and risk band rating - HHI concentration score - Strategy alignment grade - Correlation heatmap - Sector, asset type, and product allocation charts - Monte Carlo simulation - Stress test scenarios - Tax efficiency analysis - Timeline projector - Dividend analysis - And more ASSET TYPES SUPPORTED US Stocks & ETFs · Canadian Stocks & ETFs · Crypto · Bonds · Precious Metals BUILT FOR SELF-DIRECTED INVESTORS Portavex: Analyze was built from 20+ years of experience advising clients and training financial advisors. The tools inside are the same ones professionals use — now available to everyone. IMPORTANT Portavex: Analyze is for educational and informational purposes only. Nothing in this app constitutes financial advice or a recommendation to buy or sell any security. Always consult a qualified financial advisor before making investment decisions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ © 2025 Portavex Labs Inc.