intelliAssets.
Smarter Asset Management, Simplified
Current portfolio value
Total profit/loss
Unrealized profit/loss
Realized profit/loss
Multi-Asset Tracking
Trading Activity
Total number of trades
Number of buy transactions
Number of sell transactions
Average size per trade
Days since last trade
FIFO P&L Calculations
Performance Metrics
Annualized volatility
Risk-adjusted return
Maximum decline from peak
Highest performing day
Lowest performing day
Daily, Weekly, Monthly Returns
Risk Metrics
Portfolio volatility vs market
Value at Risk (95% confidence)
Average loss beyond VaR
Market correlation
AAPL
Correlation
Low
TSLA
Correlation
Low
MSFT
Correlation
Low
GOOGL
Correlation
Low
BTC
Correlation
Low
Risk Metrics (Beta, VaR, Expected Shortfall)
Portfolio Alerts
High Concentration
New Asset Added
Sector Concentration
Best Day
Worst Day
Current Streak
Largest Gain
AI Portfolio Insights
Benchmark Comparison
SPY
Benchmark Return: 12.50%
Outperforming
Real-Time Market Data
Asset Allocation
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Portfolio Summary
Stocks
4 assets
$74,000.00
74.7%
Crypto
1 asset
$25,000.00
25.3%
Real-Time Portfolio Value
P&L Summary
Excel Import/Export
P&L Summary
Excel Import/Export
$125,000.00
Current Value
+$5,000.00
+4.17%
Asset Allocation Charts
Choose the right plan for your organization
Choose the perfect plan for your investment needs
| Features | BASIC | PRO | INVESTOR | ENTERPRISE |
|---|---|---|---|---|
| Portfolio Management | ||||
| Multi-Asset Tracking | ||||
| Real-Time Portfolio Value | ||||
| Asset Allocation Charts | ||||
| Portfolio Performance Tracking | ||||
| Transaction Management | ||||
| FIFO P&L Calculations | ||||
| Realized & Unrealized P&L | ||||
| Excel Import/Export | ||||
| Transaction History | ||||
| Performance Analytics | ||||
| Daily, Weekly, Monthly Returns | ||||
| Sharpe Ratio | ||||
| Maximum Drawdown | ||||
| Compound Annual Growth Rate | ||||
| Risk Management | ||||
| Risk Metrics (Beta, VaR, Expected Shortfall) | ||||
| Correlation Analysis | ||||
| Portfolio Alerts | ||||
| AI-Powered Features | ||||
| AI Portfolio Insights | ||||
| AI Chat Assistant | ||||
| AI Investment Recommendations | ||||
| Market Data & News | ||||
| Real-Time Market Data | ||||
| Live Stock Quotes | ||||
| Live Crypto Prices | ||||
| Dividend Calendar | ||||
| User Experience | ||||
| Dark Mode Support | ||||
| Multi-Language Support | ||||
| Mobile Access | ||||
| Binance Integration | ||||
Contact Us
Get in touch with us for support, sales, or any questions you may have
Technical Support
info@intelliassets.net
Sales Questions
info@intelliassets.net
Media
info@intelliassets.net
Bug Report
info@intelliassets.net