INVESTMENT ASSISTANT AI
Prosumer Portfolio Tracking
Institutional-quality operations for serious investors
Real-time portfolio monitoring for 3-10 accounts, quarterly rebalancing recommendations, year-round tax-loss harvesting alerts, and performance benchmarking.
How it works — and what you walk away with
Serious individual investors with $1M-10M portfolios want institutional-quality portfolio management without paying 1% AUM fees. They're comfortable making their own investment decisions but want operational support: monitoring, rebalancing alerts, tax optimization, and performance tracking.
Our Prosumer Portfolio Tracking service delivers institutional-quality operations at a fraction of the cost. Link your accounts, set your target allocation, and we handle the rest: daily monitoring, rebalancing alerts when drift exceeds tolerance, tax-loss harvesting opportunities, and performance reports vs. your chosen benchmark.
Think of it as having a portfolio analyst on staff - watching your positions 24/7, flagging issues, and keeping you informed without dedicated headcount.
What you get
Mobile App
iOS/Android app for portfolio monitoring and alert management
Weekly Digest
Email summary with key metrics and recommended actions
Tax Savings Tracker
Year-to-date tax savings from harvesting opportunities identified
Quarterly Report
Performance summary with returns, attribution, and benchmark comparison
What's included
Real-Time Portfolio Monitoring
Track 3-10 accounts across brokers with consolidated performance view
Rebalancing Recommendations
Quarterly alerts when drift exceeds your tolerance, with tax-aware trade suggestions
Tax-Loss Harvesting Alerts
Year-round TLH opportunity notifications with estimated tax savings
Performance Benchmarking
Track returns vs. S&P 500, 60/40, or custom benchmark
Mobile Access
Check portfolio status and respond to alerts from your phone
Weekly Digest
Email summary with portfolio performance, alerts, and action items
Who this is for
Self-Directed Investors
Managing $1M-10M across multiple accounts without an advisor
DIY Tax Optimizers
Investors who want year-round TLH without paying AUM fees
Former Professionals
Ex-finance professionals who want institutional tools for personal portfolios
Frequently asked questions
Related topics
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Ready to start Prosumer Portfolio Tracking?
Share your situation and Investment Assistant AI will scope it with you — takes about two minutes.