AI Portfolio Tracker & Daily Brief

Keep tabs on your holdings without living in a spreadsheet.

Add your investments to QuantiBot.ai and it tracks their value and movement for you — then hands you a plain-English daily brief so you can catch up in a minute instead of piecing it together across sites. It is an AI portfolio tracker built for research, not a brokerage account. Nothing here places trades or connects to a brokerage — it is a research view of the holdings you enter, so you can keep track of what you follow in one place.

🔒 Secure payment. No charge for 7 days. Cancel anytime.

QuantiBot.ai tracked-holdings table — value, cost, unrealized gain, and daily, weekly, monthly, YTD, and yearly price change per security in a saved portfolio.
Every tracked holding, with daily, weekly, monthly, YTD, and yearly price moves side by side — the movers view behind the brief.
QuantiBot.ai AI Daily Brief panel — a plain-English summary of screener entries and exits and a drawdown alert, with a screener-entries card listing nine securities and quick actions to explain or see the data.
A real QuantiBot.ai daily brief: what changed since yesterday, in plain English, with the entries behind it one tap away.
QuantiBot.ai AI Daily Brief panel — a plain-English summary of screener entries and exits and a drawdown alert, with a screener-entries card listing nine securities and quick actions to explain or see the data.
A real QuantiBot.ai daily brief: what changed since yesterday, in plain English, with the entries behind it one tap away.
  • Conversational research
  • No coding required
  • For every investor
  • Thousands of stocks & ETFs
  • Company fundamentals
  • Technical indicators
  • Historical backtesting

Try it now — X-ray a portfolio

Add a few holdings and run an X-ray on real market data to see the mix, exposures and history — no sign-up needed. Upgrade to import and track your full portfolio.

Holdings
AAPL33.3%
MSFT33.3%
NVDA33.3%
More holdings Pro
Add
Any ticker Pro Custom weights Pro Import my holdings Pro

By running an X-ray you agree to our Terms and Disclaimer.

Pick up to three holdings above, then X-ray the portfolio to see what it is really made of — sector concentration, how closely the holdings move together, and the worst drawdown they have shared. Equal weight, up to three names is free.

A daily brief in plain English

Each day, QuantiBot.ai recaps how your tracked holdings moved — no wall of numbers:

  • Value and change — current value and the latest move versus the prior trading day.
  • Readable language — the “how are my investments doing?” answer, without you asking.
  • A factual recap — what happened to the securities you follow, so you start the day oriented.
  • Yesterday to today — the brief focuses on what actually changed since the last trading day.

Watchlists and alerts that watch for you

Follow what you care about and let QuantiBot.ai keep an eye on it:

  • Build watchlists — the securities you are following, in one place.
  • Screen entry/exit alerts — get notified when a security enters or exits a saved screen.
  • Your rules — the thresholds are yours; QuantiBot.ai never decides what is worth acting on.

Movers and digests at a glance

The daily view gives you a quick read on what changed and where to look next:

  • Watchlist movers — what moved among the names you follow.
  • Portfolio digest — a quick summary of your holdings.
  • Ask why — jump into full analysis, peers, or fundamentals on any holding, same thread.

See what moved, then ask why

The tracker is a starting point for research, not a scoreboard — from any holding or mover you can go straight to the analysis behind it:

  • Open the full read — jump into fundamentals, valuation, or risk on any name you hold.
  • Compare the movers — line up several holdings on the same metrics at once.
  • Follow the thread — take any question about a holding into a longer conversation.

Start researching with QuantiBot.ai

🔒 Secure payment. No charge for 7 days. Cancel anytime.

For informational and educational purposes only. QuantiBot.ai is not a broker-dealer or investment adviser and does not provide investment advice.