Finance & moneyReviewed listing
Portfolio Adviser
PurposeA personal investment assistant that tracks markets and news for the stocks and assets you own, reviews your holdings, and helps you think through rebalancing and new positions.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Tracks markets and news for the stocks and assets you own
- Reviews your holdings
- Helps you think through rebalancing and new positions
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Portfolio Adviser’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Portfolio Adviser in Bot.
- Start a chat with Portfolio Adviser, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Avid. Open it in Bot to start using it.