What is intelliAssets?
intelliAssets is an AI‑driven platform that consolidates digital asset data for individuals and businesses, offering a single dashboard for portfolio tracking and analysis. It displays real‑time portfolio value, total P&L, and separate realized and unrealized gains to help users gauge performance instantly.
The tool provides automated asset allocation charts, multi‑asset tracking, and transaction logs that support FIFO P&L calculations and detailed trade metrics. Integrated risk management features include beta, value‑at‑risk, expected shortfall, Sharpe ratio, and maximum drawdown, enabling users to assess exposure and volatility.
Market data integration delivers live stock and crypto quotes, dividend calendars, and real‑time news for timely decision making. With AI portfolio insights and an AI chat assistant, the platform supports strategic investment recommendations tailored to each user’s asset composition.
intelliAssets pricing Freemium
Verify on the official pricing page.
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intelliAssets's key features
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Real-Time Portfolio Value Tracking
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Multi-Asset Tracking and Allocation
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AI Portfolio Insights & Recommendations
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Risk Metrics: Beta, VaR, Expected Shortfall
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Transaction Management with FIFO P&L
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Export/Import via Excel
intelliAssets use cases
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Track real‑time portfolio value across stocks, bonds and crypto, instantly visualizing allocation shifts with AI‑generated risk alerts
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Automate FIFO P&L calculations and generate compliance‑ready reports, freeing analysts to focus on strategy instead of data crunching
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Leverage AI‑driven insights to rebalance multi‑asset portfolios on the fly, integrating live market quotes and VaR metrics for proactive risk management
Who is it for?
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Creative directors
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Digital asset managers
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It administrators
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Data analysts
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E-commerce sellers
