AI Portfolio Manager That Helps You See the Full Picture
TradeVae analyzes your portfolio to surface performance, risk, and concentration insights so you can make informed decisions with confidence.
- Analyze performance across all holdings
- Identify concentration and exposure risk
- Evaluate portfolios with AI driven insights
- Designed to support decisions, not automate trades
Create an account to analyze your portfolio with AI.
Portfolio preview
| Symbol | Entry | Size | Value | Change |
|---|---|---|---|---|
| AAPL | $172.50 | 50 | $9,125 | +4.2% |
| MSFT | $398.00 | 20 | $7,960 | +2.1% |
| GOOGL | $142.00 | 35 | $4,970 | -0.8% |
Track positions and run AI evaluation when you need insight.
More than a list of positions
Most portfolio tools stop at showing gains and losses. The AI Portfolio Manager on TradeVae is designed to help you understand what those numbers actually mean.
By analyzing your holdings together, the platform helps surface patterns, risk concentration, and areas that deserve attention so you are not managing positions in isolation.
The goal is awareness, not automation.
Performance clarity at a glance
See how each position contributes to your overall portfolio and quickly identify leaders and laggards. This makes it easier to understand what is working and what deserves review.
Exposure and concentration awareness
AI Portfolio Manager helps highlight when too much capital is tied to a single stock, sector, or theme so you can reassess balance and risk.
Context for gains and losses
Raw percentage changes do not tell the full story. Portfolio insights provide context so you can evaluate whether performance aligns with your expectations and strategy.
Structured portfolio evaluation
Run an AI evaluation to receive a high level assessment of your portfolio that helps you think about positioning, risk, and potential adjustments.
How AI Portfolio Manager works on TradeVae
Build your portfolio
Add positions with entry price and size to create a clear portfolio view.
Track performance
Monitor value and change across all holdings in one place.
Run AI evaluation
Request an AI driven portfolio review when available for your plan.
Review insights and decide
Use the evaluation to reassess risk, exposure, and next steps.
Understand your portfolio beyond the numbers
Use AI insights to support smarter decisions.
How investors use AI Portfolio Manager
Periodic portfolio checkups
Run evaluations to understand how your portfolio has evolved over time and whether risk has increased.
Managing multiple positions
Keep all holdings visible in one structured view instead of tracking them across separate tools.
Decision support before changes
Review portfolio insights before adding, reducing, or exiting positions.
Works with your TradeVae tools
AI Portfolio Manager complements Smart Watchlists, Daily Stock Picks, AI Alerts, and Smart Technical Analysis by helping you understand how individual ideas come together inside your portfolio.
AI Portfolio Manager FAQ
TradeVae provides informational market tools. Nothing on this page should be considered individualized investment advice.