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Rolo AI watches your portfolio, reads the market, and tells you exactly what to do next. Not generic tips. Decisions built on your data.
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Morning Brief · Today
Portfolio up 2.4% this week. NVDA is your top performer at +8.3%. Crypto is 4% above your target allocation. Consider trimming BTC by 0.1 to rebalance.
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Based on your risk profile and current holdings, I'd recommend shifting 8% of your tech exposure to bonds before Fed decision Thursday.
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What's the risk if I hold?
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If the Fed surprises hawkish, your portfolio could drop 6–9% in 48 hours based on your current beta. Hedging now caps that to roughly 3%.
Six things Rolo AI does while you sleep.
Portfolio risk analysis
Rolo scores your portfolio's risk in real time, flagging concentration, sector exposure, and correlation risks before they become losses.
Rebalancing suggestions
When your allocation drifts from your target, Rolo calculates the minimum number of trades to rebalance with the lowest tax impact.
Smart market alerts
Instead of noise, you get relevant alerts: only when a holding in your portfolio crosses a threshold that actually matters to your position.
Natural language queries
Ask Rolo anything in plain English. "What happened to my portfolio last month?" or "Should I sell my Apple position?" — it answers with your data.
Spending categorization
Every transaction is automatically tagged and grouped so you always know where your money goes, across all accounts and currencies.
Savings recommendations
Rolo finds idle cash in your account and suggests where to move it to earn more, based on your liquidity needs and time horizon.
Not just charts. Decisions.
Most portfolio apps show you what happened. Rolo AI tells you what to do about it, with specific, actionable next steps derived from your exact holdings.
- →Real-time sector and geographic exposure analysis
- →Drawdown simulation: what a 20% market drop does to your portfolio
- →Tax-loss harvesting opportunities surfaced automatically
- →Peer comparison: how you rank against similar investor profiles
- →Goal tracking: on-pace alerts for retirement, property, education
Portfolio health snapshot
US Equities48%
Crypto24%
International16%
Cash12%
Rolo AI suggests
Crypto is 4% above your target. Trim 0.12 BTC to return to your 20% allocation. This reduces your 30-day VaR by $340.
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