Portfolio Advisor
A guided workflow for exploring a personalized portfolio allocation while keeping every decision and trade under your control.
- Investor inputs and constraints
- Illustrative allocation
- Risk and trade-off context
- Free public access
Product roadmap
Live now, planned next, considered later.
The roadmap separates the Portfolio Advisor you can use today from planned work. Dates are directional, not promises.
Decision-support depth
Work intended to make portfolio review and ongoing monitoring more useful.
- Deeper portfolio analytics
- Personalized market context
- Configurable alerts
- Clearer reporting and exports
Connected workspace
Longer-term ideas that depend on demand, feasibility, regulation, and platform maturity.
- Mobile applications
- Read-only broker connections
- Multi-portfolio planning
- Developer and professional tools
Roadmap, not a promise
Priorities can change with user feedback, technical feasibility, data access, and regulatory requirements. Planned items are not included in the current product until they are explicitly marked live.