Portfolio + AI

Your portfolio, analyzed by AI

Record the stocks you own and see their value, gain or loss and allocation. AI reads the fundamentals of every holding, points out the weak spots and suggests how to improve your portfolio.

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My portfolio$24,860 +12.4%
  • Banks 38%
  • Technology 24%
  • Consumer 22%
  • Energy 16%

AI analysisBanks are 38% of your portfolio, so one sector moves most of your return. Your holdings score 3.9 on average, and two of them pay no dividend. Consider well scored stocks in other sectors to spread the risk.

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How it works

1 Add your holdings Ticker, number of shares and your buy price. No broker connection needed.
2 See where you stand Value, gain or loss and allocation by sector and market.
3 Get the AI analysis Strengths, risks and ideas to improve, based on the fundamentals of each holding.

What you get

Gain and loss per stockWhat each holding is worth today and how much it made or lost since you bought it.
AllocationHow your money is spread over sectors and markets, so you see where the risk sits.
AI analysisAI checks each holding's fundamental score, valuation and dividends, and flags the weak ones.
AI recommendationsIdeas to balance your portfolio, such as spreading a heavy sector or looking at better scored stocks.

Frequently asked questions

Do I have to connect my broker account?

No. You enter your holdings yourself, so StockSummer never needs access to your broker or your money.

What does the AI look at?

The fundamental score, valuation, dividends and financial statements of every stock you hold, and how your portfolio is spread over sectors and markets.

Is the AI recommendation financial advice?

No. The AI helps you read the data and suggests what to look at. It does not predict prices, and the decision to buy or sell stays with you.

Is my portfolio private?

Yes. Only you can see your portfolio. It is stored in your StockSummer account and is not shared.

Is it free?

Yes. Create a free StockSummer account, or continue with Google, and add your first stock.

More with a free account

WatchlistFollow the stocks you care about in one list. Virtual TradingPractice with $100,000 of virtual money. Ask AIAsk Summer about any stock in plain language.

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