Chat with your Investment Portfolio
Answers that no generic chatbot can deliver – fueled by professional-grade data, news, and your fully modeled portfolio.
Still lacking a smart AI solution for your investment investment insights?
In the age of AI, you shouldn’t have to do all the research and number crunching yourself.Tap to explore our solutions
AI-Powered Research Assistant
Get instant, accurate answers from verified sources with our intelligent search that understands context.
Information Overload
Thousands of facts and figures clutter your brain.
Time-Consuming Research
Switching between tools drains time and focus.
Fear of Missing Insights
Important signals get lost in the noise.
Standard AI Tools Don't Help
Regular chatbots can’t deliver tailored financial insights at scale.
AI-Powered Research Assistant
Get instant, accurate answers from verified sources with our intelligent search that understands context.
Ask in Plain Language. Get Actionable Answers.
Our AI-powered platform turns portfolio complexity into clarity — giving you precise insights, relevant news, and automated workflows through a simple, intuitive chat.
Get the Insights you need - without all the Hassle.
Get all portfolio and asset performance, contribution, exposure by sector, currency or country, plus composition details like weights and units.
How has the US tariff decision affected the swiss stocks in my portfolio?
Compare, analyse, and find better Ideas.
Compare portfolios, watchlists, or assets - and discover smart replacement ideas to strengthen your holdings.
Compare my Swiss equity portfolio with my Eurozone portfolio
Use the smart News Filter.
Get relevant news connected to your positions giving context to what’s happening in your portfolio.
Latest News
Fed Signals Pause on Rate Hikes
Apple Announces AI Partnership
EU Tech Regulation Update
Top Movers in Portfolio
$183.30
$529.92
$292.45
$221.67
Portfolio News Sentiment
Weight Average
124 updates today
Let AI handle the repetitive Work.
Automate your morning brief, investment rationale, or portfolio report so you can focus on making decisions, not writing documents.
46 reports this month
Bring your Research into the Conversation.
Upload analyst reports, CIO research, or articles you’ve found - the chat will include them when answering your questions.
Drop documents here
PDF, DOC, XLS, PPT
Ready to Transform Your Portfolio Management?
Experience the power of AI-driven insights, real-time market intelligence, and automated workflows - all through simple conversations.
How it works
portfoliochat.ai is your intuitive access to portfolio data, markets, and relevant news – seamlessly integrated into your financial routine.
Connect Your Data
Easily upload portfolios via Excel import or connect directly to existing portfolio management systems and other data sources.
Ask Questions
Query your investments using natural language — no complex commands needed.
Get Answers
Instantly receive insightful analysis, research context and clear next steps.
Take Action
Implement decisions with confidence — backed by clear rationale, trusted sources, and full context.
Seamless Workflows
Let portfoliochat.ai streamline your daily routine tasks & increase your productivity.
What You Gain with portfoliochat.ai
For private investors and financial professionals who want clarity, speed, trust and control — all in one tool.
Unbeatable Efficiency
more time for what matters
Answer complex investment questions instantly. Research and reporting at the click of a button instead of hours of manual work — faster, more precise decisions.
Maximum Precision
data-driven answers
No vague AI guesses. Real portfolio data, live market signals, verified financial news, and institutional research — the foundation for reliability.
Smart Automation
fewer manual steps
Workflows, not repetition. Capture opportunities, risks, and analyses directly in chat and export as branded reports — no constant tool switching or Excel spreadsheet chaos.
Institutional Security
reliable & compliant
Built for control, transparency, and trust. End-to-end encryption, full audit logging, and GDPR/FINMA compliance — ready for professional use.
Security & Compliance
100% secure infrastructure, transparent data control, role-based access, and built-in audit readiness.
Secure Hosting
Your data is processed in full compliance with GDPR and FINMA standards. It is securely hosted on servers in Switzerland and the EU, and protected with automatic geo-redundant backups.
Data Residency
Data stays securely within your trusted jurisdiction
Auto-Backup
Every 4 hours, geo-redundant and encrypted
Regulatory Compliance
Fully compliant with GDPR and FINMA guidelines
Ready to Get Started?
Join leading investment firms already using portfoliochat.ai to transform their research and analysis workflow.
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Swiss Precision in Financial Intelligence
We also suffered from complex and tedious day-to-day investment tasks. That’s why we at Lean FS created portfoliochat.ai - using advanced AI and financial expertise for smarter and faster decisions.
Frequently Asked Questions
Find answers to the most common questions about portfoliochat.ai
portfoliochat.ai is an AI-powered investment intelligence platform that allows you to interact with market data, portfolio analytics, and investment research through a natural chat interface. Simply ask questions in plain English, and our AI provides comprehensive answers with verified sources and data visualizations.
Take control of your portfolio insights.
Discover how portfoliochat.ai can simplify your investing — in just a few minutes.
Ready to Take the Next Step?
Get in touch with our experts! We'll walk you through the key features of portfoliochat.ai and show how it can streamline your daily work. We're looking forward to showing you what's possible.
