Portfolio AI Agent

Tracks and compares performance across your funds.

What it does

A living dashboard for cross-fund performance. It answers questions about actual values, ranks and compares funds against each other, and lets you add, rename or remove funds and build custom summary columns and comparison charts — so you always see how the whole portfolio is doing.

Managing a book of funds means constantly asking “how are we doing, and against what?” Portfolio AI keeps that picture live — tracking each fund's metrics, ranking and comparing them, and letting you reshape the view with custom columns and charts as your questions change.

What it can do

• Track performance metrics across all your funds
• Rank and compare funds against each other
• Add, rename, or remove funds on the fly
• Build custom summary columns and comparison charts

Example