Investing

intelliAssets

AI-powered portfolio tracker — monitor stocks, crypto, and assets with automated performance analytics and risk metrics

intelliassets.net

Verified API available Free tier

Quick facts
What is it	AI-powered portfolio tracker — monitor stocks, crypto, and assets with automated performance analytics and risk metrics
Pricing	Freemium — from $5/mo
Free tier	Yes
Platform	Web Application
API	Yes
Best for	tracking investment portfolio performance, monitoring stock and crypto assets
Domain registered	2024

Data updated Aug. 1, 2026

What does intelliAssets do?

intelliAssets is an AI-powered portfolio management platform that helps investors track and analyze their entire investment portfolio in one place. It automatically consolidates stocks, cryptocurrencies, and other assets, providing real-time valuation, profit/loss calculations, and comprehensive performance metrics. The platform handles everything from basic portfolio tracking to advanced financial analytics without requiring manual spreadsheet work.

What sets intelliAssets apart is its AI-driven insights that automatically identify portfolio concentrations, sector imbalances, and potential risks. The system provides intelligent alerts about high concentrations in specific assets or sectors, and offers automated performance comparisons against market benchmarks. It calculates sophisticated risk metrics like Value at Risk (VaR), Expected Shortfall, and Beta, giving investors professional-grade analytics typically available only to institutional investors.

This tool is particularly valuable for individual investors and small business owners who manage diverse portfolios across multiple asset classes. Whether you're tracking a handful of stocks and some cryptocurrency, or managing a more complex investment strategy, intelliAssets provides the clarity and insights needed to make informed decisions. The tiered pricing structure makes it accessible for casual investors while offering advanced features for more serious traders.

Crypto Investing

#ai finance#crypto tracking#financial analytics#investment tracking#performance metrics#portfolio management#risk analysis#stock market

Key features

What makes it stand out

AI-powered portfolio insights and alerts

Multi-asset tracking for stocks, crypto, and investments

Automated performance analytics with daily/weekly/monthly returns

Advanced risk metrics including Beta, VaR, and Expected Shortfall

Benchmark comparison against market indices like SPY

Who is intelliAssets for?

Who benefits most from this tool

tracking investment portfolio performance

monitoring stock and crypto assets

analyzing investment risk and returns

Pricing

Free tier available — start without a credit card

BASIC

Free

100 AI chats
1 portfolios
30 transactions
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

PRO

$5.0/month

2,000 AI chats
5 portfolios
250 transactions
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

INVESTOR

$20.0/month

Unlimited AI chats
10 portfolios
2,000 transactions
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

ENTERPRISE

Custom

Unlimited AI chats
Unlimited portfolios
Unlimited transactions
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

Trust & presence

Domain Domain registered 2024

Gallery

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intelliAssets — pricing page — Pricing page

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