An AI that helps you build, improve, and make better decisions about your portfolio.
Terminal001 turns your actual holdings into structured views, context, and conversation so you can strengthen allocation, test ideas, and choose next steps with more confidence, not more noise. You stay in control; the AI does the heavy lifting to clarify trade-offs and highlight what might change the outcome.
Demo · Total value
$2,720,000+2.1%
Tech
38%
Health
22%
Other
40%
At a glance
See the moves that strengthen your book
Sample visuals below, with calm colour and light motion. The same look and feel supports you after you sign in when you are ready to build and improve for real.
Sector mix
Illustrative split; your real weights live in the app
Relative performance
Index-normalised, demo curve
Position bands
Stylised allocation rings
Labels anonymised for preview
Sample analysis
This is what you get — not a generic chat reply
Structured report with risk scoring, per-holding actions, and concrete rebalancing ideas — generated from your actual holdings and investor profile.
$482K tech-heavy portfolio · Moderate risk profile
Portfolio risk
7.2/10
Your comfort
5.5/10
Portfolio risk is 1.7 points above your moderate comfort level — rebalancing recommended.
Sample report
Your portfolio is up 18.4% overall but carries meaningful concentration risk. NVDA and MSFT together represent 41% of total value — well above a typical moderate-risk target. Technology sector exposure sits at 62%, creating correlated downside if growth multiples compress. Cash flow quality across top holdings remains strong, but rebalancing 8–12% from winners into broad-market and defensive exposure would better align with your stated 5/10 comfort level.
Strengths
- •Strong unrealised gains in core AI beneficiaries (NVDA +94%, MSFT +32%)
- •Low overlap with high-debt sectors — balance sheet quality is solid
- •Cost basis discipline: average hold period > 2 years on top 5 names
Risks
- •Single-name concentration: NVDA alone is 24% of portfolio value
- •Sector correlation: 62% technology — macro rate shocks hit all positions
- •No fixed-income or defensive allocation despite moderate risk profile
Per-ticker verdicts with reasons. Tap through in the full product.
Consider REDUCING
Exceptional run but position size exceeds prudent limits. Trim toward 12–15% and redeploy into diversified ETF exposure.
HOLD
Core compounder with cloud + AI optionality. Size is elevated but fundamentals support maintaining a large position.
Consider ADDING
Underweight vs historical allocation. Services margin expansion and capital return program support gradual adds on weakness.
Research next
Broad US equity ETF
Reduce single-name risk while staying invested in US growth.
Investment-grade bond ETF
Add ballast aligned with moderate risk tolerance.
Sample data for illustration. Not financial advice.
Analysis
The process behind every report
We start by building your investor profile, then layer a deep analysis on your actual imports: mathematical treatment of weights, allocations, and performance-style metrics, plus recent news and filings for your tickers when those services are available. That full picture feeds a structured report and AI follow-up, so what you read always maps back to profile, math, and market context.
- 1
We build your investor profile
Onboarding captures your risk tolerance, time horizon, goals, and sector preferences. Every later step is scoped to you, not a generic template.
- 2
We quantify your portfolio with rigour
We normalise positions, enrich with market data, then compute weights, sector and asset mix, concentration, and performance-style metrics using consistent mathematical structure. You get numbers you can trace, not a black box.
- 3
We add news and public context
For your holdings we pull in recent headlines and relevant company filings when your environment is configured for it, so the story next to your book matches what is moving in the market.
- 4
We run a deep analysis on top
Our analysis layer combines your profile, the quantitative picture, and that news and filing context into a structured report. The same foundations power follow-up chat so you can stress-test ideas against the full stack.
Services
One workspace to build, review, and improve
Bring your portfolio in
CSV, screenshots, or manual input, rolled into one view of what you own so you can iterate from a real baseline.
Track what matters
Values, P&L-style signals, and rank views so you see which lines actually move the needle when you want to improve.
Balance risk and focus
See concentration and sector drift early. Exposure, not just a flat list, so rebalancing is a choice, not a guess.
Market context in one place
Quotes and context sit next to your book when your data path allows, so you reason with the market in view.
AI for your next move
Talk through what-if and allocation changes in plain language, grounded in the portfolio you are building, not a generic script.
Clear, repeatable structure
Analysis stays structured and comparable over time, so you can look back, adjust, and make calmer follow-on decisions.
Built to help you plan improvements, not just read a single score
Sign-in and sessions handled like a product you can rely on
Charts you can return to and compare as your portfolio changes
Ready to build a sharper portfolio?
Create an account to save portfolios and sync your profile, or explore the demo dashboard first to see how Terminal001 helps you think through your next move.
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