Stormfolio

STORMFOLIO – CONNECT YOUR PORTFOLIO TO YOUR AI Use your favorite AI assistant to analyze your investments. Stormfolio provides the data, you use your AI for insights. HOW IT WORKS Simple 5-step workflow: 1. Copy your portfolio data from Stormfolio 2. Paste it into your AI assistant 3. Your AI analyzes and provides recommendations 4. Paste the recommendations back 5. Track results and performance You choose your AI – works with all platforms. Keep full control of your data. MODES MANUAL MODE Copy portfolio data, paste into your AI, copy the response back. Full control, works with any AI. AUTO MODE (Coming Later, regulatory compliance needed) Autonomous management with AI recommendations you approve. PORTFOLIO TRACKING REAL-TIME MONITORING • Live position tracking with market prices • Detailed P&L for all holdings • Complete trade history with filters • Market hours tracking S&P 500 BENCHMARK • Compare your performance vs. the market • Visualize against S&P 500 baseline • See if you're beating the index • Historical comparison charts PORTFOLIO MANAGEMENT • Multiple portfolio support • Track initial investment and current value • Filter trades by type and ticker • Position details with price charts • Easy trade entry and editing OPTIMIZE YOUR AI For best results: • Enable web search for live market data • Use the most advanced model available • Enable deep/extended reasoning • Provide context about your goals