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Understanding your AI Portfolio
Understanding your AI Portfolio
Written by AnnaMarie Houlis
Updated over a week ago

What is an AI Portfolio?

On your performance dashboard, you can add Investment Kits to two different types of portfolios: your AI Portfolio and your DIY Portfolio.

Your AI Portfolio is listed in blue, also on your performance dashboard. You can deposit funds into the AI Portfolio from your bank account or from other holdings on the app. In the AI portfolio, you choose the initial allocations among kits and the AI adjusts the allocation among those kits regularly. It is important to note that it is the AI that is managing the individual kits as well as the allocation among those kits.

You can add funds to this portfolio by tapping Deposit. Any money that you add will be invested in the next trading window. Just make sure to hit the minimum amount for the AI Portfolio, which is $400.

You can also edit your portfolio by adding or removing Kits. Simply select the portfolio you want to modify and tap Edit Portfolio.

The AI Portfolio considers the changing holdings within each Kit and the interactions between Kits to limit downside and improve risk-adjusted return potential. Unlike your DIY Portfolio, you cannot manually adjust the allocation of funds invested in each Kit.

Visit our Learn Center to learn more about the AI Portfolio.

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