Generic AI tools give generic answers. Alphenzi's AI pipeline ingests your holdings, drawdown state, risk rulebook, and weekly performance before generating a single word. The result: buy/trim/hold signals grounded in your specific situation — not market commentary repackaged as advice.
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Any AI tool can tell you that NVDA has momentum or that the Fed is dovish. What they can't do is factor in that you already hold 18% NVDA and are 2.8% from your hard-stop.
The AI doesn't generate commentary. It generates specific outputs anchored to your portfolio state, then lets you interrogate them in the copilot chat.
Position exceeds trim threshold of 15%. Semiconductor news cycle remains constructive, but concentration risk warrants a partial reduction. Consider trimming to 14–15% on any 3–5% strength.
Based on: 18.2% weight · trim threshold 15% · positive news sentiment
Portfolio is at −2.1% drawdown (defensive threshold −8%). Rolling alpha is +0.7% — above the 4-week average. Two positions (AAPL, XBB.TO) have meaningful news events this week. No rule breaches detected.
Synthesizes: drawdown · alpha · news · rulebook state
Based on your existing tilt toward technology and your underweight in dividend-yielding equities, three tickers are worth monitoring this week as potential portfolio additions or sizing opportunities.
Based on: portfolio gaps · strategy · concentration budget
All AI outputs are informational only and do not constitute financial, investment, or trading advice. See full disclaimer.
The pipeline runs in a specific sequence. Context is assembled before the AI generates a single output — that's what makes it grounded rather than generic.
Your current holdings, live prices, allocation weights, day/week changes, and cost basis are assembled into a structured portfolio snapshot. CAD/USD FX conversion is applied for cross-border positions.
Weekly alpha vs SPY, current drawdown, rolling volatility, Sharpe ratio, and your risk regime classification are all computed and attached to the context. The AI sees your actual numbers, not estimates.
Your personalized risk rulebook — concentration limits, drawdown thresholds, volatility budget — is loaded alongside your current state. The AI knows when you're near or past a threshold before making any recommendation.
News events from the past week are pre-scored against your holdings. The AI receives a filtered list of events that actually affect your positions — not a generic news feed.
With full portfolio context loaded, the AI (Gemini → GPT-4o mini → deterministic fallback) generates buy/trim/hold signals, a portfolio brief, and a buy watchlist. Outputs reference your specific positions, weights, and risk state.
AI that knows your portfolio
7-day Analyst trial. AI copilot, portfolio brief, and buy watchlist from day one.
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