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StockDashes

AI-powered portfolio analysis that finally feels simple

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The tool lets users upload a list of holdings and instantly generates a structured analysis of each position and the portfolio as a whole. It highlights the dominant risk source, hidden correlations, sector concentration, and whether winning stocks are dragging down underperformers. For each stock it provides a brief bull and bear case, valuation notes, and key upcoming events, all drawn from live market data such as earnings, insider trades, analyst targets, and institutional holdings.

Powered by Anthropic’s Claude Opus 4.7 model, the service performs the research on the client side, keeping data on the user’s device and requiring no account for the demo. The analysis includes a concise risk rating, a summary of what is working, the biggest vulnerability, and a single suggested action to mitigate that risk. Results are presented in a clear, sector format that can be read in seconds.

The platform is aimed at individual investors who want professional‑grade portfolio insights without manual research or subscription services. It is experimental, offers free live market data, and does not provide financial advice.

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