WealthAI Analysis of your portfolio
The Analysis tab gives you a deep read on your portfolio powered by Gemini AI. This is a Premium feature, available on paid plans only.
In the app · Analysis (Premium)
✦ Advanced AI Analysis
BalancedEducatorDirectDiversification
Portfolio risk score (1-10)
7 / 10
High concentration
Open the Analysis tab
In the app's left menu, click Analysis. You'll land on the 'Advanced AI Analysis' screen, offering a 'Deep analysis by Gemini AI'.
Pick an analysis mode
Under 'Analysis mode', choose the tone that suits you: Balanced, Educator, Direct, or Diversification. Each mode covers the same portfolio picture, just with a different approach.
Run the analysis
Click the button to generate the analysis. Within seconds, the AI reviews your holdings and prepares your report.
Read your risk score and insights
At the top of the report, your 'Portfolio risk score (1-10)' appears, followed by insights on diversification, concentration and other angles useful for understanding your portfolio.
Premium feature. The Analysis tab is available on paid plans only. Without an active subscription, you won't be able to run an AI analysis.
Switch modes anytime. If a mode feels too technical, re-run the analysis in Educator mode for simpler explanations.
Curious where your portfolio is most exposed?
See your world exposure