AI Portfolio Compass

Local-first AI copilot that unifies multiple brokerage accounts and markets for portfolio risk analysis.

Webfreeglobal

AI Portfolio Compass is a local-first tool that unifies holdings from multiple brokerage accounts across different markets and currencies into one view, then uses real trading history to classify positions and flag concentration or risk. It runs read-only on the investor's own machine and is meant for individual investors juggling several accounts, not as a source of trading advice.

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