AV AI Insight

ask questions about your investments in plain English and get intelligent, data-driven insights

ask anything from simple lookups to complex multi-factor analysis

get immediate AI responses and insights based on your current portfolio

three privacy levels let you control what data is shared with AI

adjust what you share to match your comfort and analytical needs

share only high-level allocations (stocks %, bonds %, cash %) with no asset details

includes asset details but replaces tickers and fund names with generic IDs

includes actual tickers and fund names for detailed analysis

create multiple investment personas (aggressive, balanced, conservative) to explore different strategies

your number of shares owned is never shared with AI at any privacy level

all AI interactions route through AssetView's secure infrastructure

get AI-powered analysis of how market conditions may affect your specific holdings

analyze returns and understand what's driving your portfolio performance

explore rebalancing and optimization scenarios, concentration risk, and diversification strategies

compare different scenarios, time periods, or investment approaches

switch between Avatars to evaluate decisions from different investment perspectives

explore tax-loss harvesting opportunities and tax-efficient investment strategies

AI explains complex concepts in simple terms tailored to your portfolio

build on previous responses for progressively deeper analysis and understanding

start with suggested investment questions or write your own custom queries