u/Both-Adhesiveness674

This AI analyzed my portfolio and told me things my financial advisor never did

This AI analyzed my portfolio and told me things my financial advisor never did

Been managing my own money on Fidelity for about 2 years and always felt like I was guessing. Someone in another thread mentioned trypetraai.com so I tried it you just upload a screenshot of your portfolio and it tears it apart.

It told me I was 47% concentrated in tech, that two of my positions were dragging my returns, and gave me three specific stocks to buy to balance it out. Took 30 seconds. No account connection, just a screenshot.

Has anyone else tried AI tools for portfolio analysis? Curious what other people are using.

u/Both-Adhesiveness674 — 6 days ago