Portfolio analysis

Portfolio analysis isn't a feature you switch on — it's the context your agent carries everywhere. Once your portfolio is connected, every relevant answer is grounded in what you actually hold: research weighs your positions, news is filtered through your exposure, and "the market is down" becomes "here's what that means for you."

What to ask

Anything you'd ask a human analyst who has your statement open in front of them:

Holdings and allocation

• "Break down my holdings by chain and by asset."
• "What's my largest position, and how has it changed this month?"
• "How much of my portfolio is stablecoins right now?"

Exposure

• "What's my real exposure to ETH — including LSTs and L2 tokens?"
• "Which narratives am I concentrated in?"
• "If BTC drops 15%, which of my positions are most correlated?"

Performance

• "Why is my portfolio down today?"
• "Which positions drove my performance this week?"
• "Compare my portfolio's performance to just holding BTC."

Position changes

• "What changed in my portfolio since we last talked?"
• "Have my exchange balances changed since last week?"

Your agent answers from your live connected data — no exports, no copy-pasting balances into chat.

Where portfolio context shows up

Your portfolio isn't just there when you ask about it directly. It feeds:

• Every research answer. Ask about a token you hold and your agent knows it — the answer accounts for your position, not a hypothetical one.
• The Morning Brief. Overnight moves are explained in terms of your holdings: what moved, why, and what it means for you.
• Monitoring passes. Between briefs, your agent scans your portfolio for large moves and flags what crosses your thresholds.

Multiple portfolios

You can connect several wallets and exchange accounts, and your agent sees across all of them. Ask about the whole picture ("total exposure across everything") or a slice ("just my cold wallet"). The Portfolios page gives you the same multi-portfolio overview with drill-down, outside of chat.

What your agent can and can't do here

Your agent can see your positions and analyze them. It cannot trade, withdraw, or transfer — connections are read-only by construction, and it will never tell you what to buy or sell. It does the analysis; the decisions are yours.

Related