AIPortfolioAdvisor

Smarter stock decisions, daily

Only for Mac

Free · In-App Purchases

Mac

AI-powered analysis for your investment portfolio. Start with a risk-free simulated portfolio, run pro-grade AI insights in seconds, and your first analyses are free. Stop guessing about your next trade. AI Portfolio Advisor analyzes your entire portfolio in one pass — your positions, your watchlist, and today's macro market conditions — and synthesizes everything into a clear, prioritized action plan. Built for self-directed investors who want a structured second opinion before they trade. A research assistant for the parts of due diligence that take real time. HOW IT WORKS Every analysis follows the same map-reduce flow: 1. Macro context. The AI reads today's market environment — interest rates, sector sentiment, risk-on or risk-off. 2. Position evaluation. Each holding is analyzed against that macro backdrop, with attention to whether it's aligned with or vulnerable to current conditions. 3. Watchlist screening. Every stock on your watchlist gets the same treatment, with a valuation score from -100 (strong buy) to +100 (strong sell) and a HOLD / TRIM / SELL / ADD recommendation. 4. Action plan. The results synthesize into specific recommendations: which holdings to trim or sell, which watchlist stocks to add, and what cash allocation makes sense given the macro outlook. The whole process typically completes in under a minute, even for portfolios with dozens of positions and watchlist tickers. FEATURES • Per-stock valuation scoring with a 2-sentence rationale • Macro-aware analysis — every recommendation reflects current conditions • Watchlist screening that batches long lists efficiently • AI idea generation that filters new candidates through your portfolio • Ask Anything — freeform questions answered with live web-grounded data • Cash allocation guidance based on the macro outlook • Search grounding toggle for fresh news and price data • Two AI quality tiers: Fast for everyday use, Best for high-stakes synthesis • Detailed step-by-step progress — watch each call complete in real time • Transparent retry indicators when a request needs to retry • Local data — your portfolio and analysis history live on your Mac CREDITS AND IN-APP PURCHASES AI Portfolio Advisor runs every AI request through a secure backend. There's no API key for you to manage — you spend credits from a balance shown in the toolbar. A starter balance gets you going. When you need more, you can purchase credit packs through the App Store: • 100 AI Credits — $1.99 • 500 AI Credits — $7.99 • 1500 AI Credits — $19.99 (best per-credit value) Credits never expire. A typical full portfolio analysis uses roughly 10–15 credits depending on your watchlist size and number of positions. PRIVACY Your portfolio data lives in a local database on your Mac and is only sent to the AI service as part of analysis requests you initiate. We don't collect or sell user data, and there are no ads. IMPORTANT DISCLAIMER AI Portfolio Advisor is a research and analysis tool, not financial, investment, or tax advice. AI-generated recommendations are intended to inform your own decision-making — they are not personalized advice, and they may contain errors. Always do your own research and consult a qualified financial professional before making investment decisions. Past performance does not guarantee future results.

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Getting started is now faster and clearer. • Start analyzing immediately — new users begin with a simulated (paper-trading) portfolio, so you can run your first AI analysis right away with no setup. It's practice money to explore with, never real funds. • No more dead ends — if you try to analyze an empty portfolio, the app now guides you to add cash and continues automatically, so you don't have to start over. • Clearer labeling — simulated balances are now clearly marked throughout, so they're never mistaken for real money. • Stability and polish improvements. Thanks for using AI Portfolio Advisor! We'd love your feedback.

Version 1.0.1

The developer, Larson Development, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Location
    • User Content
    • Identifiers
    • Usage Data
    • Other Data

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
  • Larson Development, LLC
Size
  • 8.1 MB
Category
  • Finance
Compatibility
Requires macOS 26.3 or later.
  • Mac
    Requires macOS 26.3 or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
  • 1500 AI Credits for Service Usage USD 22.99
  • 500 AI Credits for Service Usage USD 9.99
  • 100 AI Credits for Service Usage USD 1.99
  • Learn More
Copyright
  • © Larson Development, LLC
  • Developer Website
  • Privacy Policy

    • More by Larson Development, LLC