AI Wallet — your portfolio, and an assistant that reads it
Keep track of the investments you hold, and get a cited research report on them every morning. Free, with no advertising, run on its operator's own hardware.
What it does
Your holdings, valued
Record your transactions and dividends, or import a broker statement. Each position is revalued every night against the latest prices, with your gains, exposure by country, sector and company, and how concentrated the portfolio really is once funds are looked through.
A dossier per holding
Your thesis and notes, beside everything collected about the investment — news, the press, analysts' readings, reports, videos — searchable, dated, and linked to its source. Attach your own documents; correct or hide anything for yourself.
A daily report
Each morning the Researcher reads what is new and judges every position under the investment strategy you chose — keep, increase, decrease or sell — with the arguments and the sources they rest on, by email and in the application.
An assistant
Ask about your portfolio in plain words. It answers from your own data and the research, and asks before it changes anything. It never trades and cannot move money.
Your Google account — optional, read-only
You may connect your own Google account so the Researcher can find new videos on the YouTube
channels you subscribe to and include the ones about your investments, with links to the
moment they are discussed. It asks for the youtube.readonly scope (plus
openid and email, to show which account is connected) and can post,
comment or change nothing.
Your Google data is used only to provide this feature to you: never sold, never used for advertising, never shared with other users, never used to train AI models. Disconnect at any time in Settings, or at myaccount.google.com/permissions. AI Wallet's use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. See the privacy policy.
Not financial advice
The verdicts and summaries are generated automatically from public sources and can be wrong. They are information for your own decisions, not investment advice. See the terms.