intelliAssets

intelliAssets. Smarter Asset Management, SimplifiedintelliAssets combines the power of AI with user-friendly tools to transform the way you manage your digital assets. Track, organize, and optimize all your investments in one place with ease. Designed for businesses and individuals alike, intelliAssets simplifies asset management, helping you make smarter decisions and achieve better outcomes.Get StartedTotal Value$99,000.002.04% ($2,019.60)Current portfolio valueTotal P&L$15,000.0013.64%Total profit/lossUnrealized P&L$6,500.005.91%Unrealized profit/lossRealized P&L$8,500.007.73%Realized profit/lossPortfolio ManagementMulti-Asset TrackingTrading ActivityTotal Trades45Total number of tradesBuy Trades28Number of buy transactionsSell Trades17Number of sell transactionsAverage Trade Size$1,889.00Average size per tradeLast TradeMost recent transaction dateJan 15, 2024Days since last tradeTrading StatisticsKey trading metricsLargest Gain$5,000.00Largest Loss$1,500.00Current StreakTransaction ManagementFIFO P&L CalculationsPerformance MetricsDaily Return2.04%PositiveWeekly Return4.17%PositiveMonthly Return7.30%PositiveVolatility12.30%Annualized volatilitySharpe Ratio1.45Risk-adjusted returnMax Drawdown-8.50%Maximum decline from peakBest DayJan 7, 2024Highest performing dayWorst DayJan 3, 2024Lowest performing dayPerformance AnalyticsDaily, Weekly, Monthly ReturnsRisk MetricsBeta0.950Portfolio volatility vs marketVaR 95%-3.00%Value at Risk (95% confidence)Expected Shortfall-4.00%Average loss beyond VaRCorrelation0.300Market correlationCorrelation MatrixPortfolio correlation with benchmarksAAPLCorrelation0.300LowTSLACorrelation0.500LowMSFTCorrelation0.400LowGOOGLCorrelation0.300LowBTCCorrelation0.100LowRisk ManagementRisk Metrics (Beta, VaR, Expected Shortfall)Benchmark ComparisonSPYReturn12.50%Outperformance1.14%Correlation0.850Performance SummaryPortfolio performance vs benchmarksSPYBenchmark Return: 12.50%+1.14%OutperformingMarket Data & NewsReal-Time Market DataPortfolio AlertsAlertsImportant portfolio notificationsHigh ConcentrationAAPL represents a high concentration in your portfolioNew Asset AddedNew assets added: BTCSector ConcentrationHigh concentration in Technology sectorPortfolio SummaryKey portfolio statisticsTotal Assets5Top PerformerTSLAWorst PerformerGOOGLMost Held AssetAAPLNewest AssetBTCOldest AssetAAPLQuick StatisticsImportant portfolio metrics at a glance1/7/2024Best Day1/3/2024Worst DayCurrent StreakBTC/USD: +$5,000.00Largest GainAI-Powered FeaturesAI Portfolio InsightsAsset AllocationHide low valuesAllocation ChartPortfolio distribution by asset typeLoading chart...Portfolio SummaryTotal Value$99,000.00Total Assets5Categories2Top PerformerTSLA+20.00%Allocation DetailsBreakdown by asset categoryStocks4 assets$74,000.0074.7%Crypto1 asset$25,000.0025.3%Asset ListIndividual asset performanceMSFTStocks$28,000.0016.67% (+$4,000.00)BTCCrypto$25,000.0011.11% (+$2,500.00)AAPLStocks$17,500.0016.67% (+$2,500.00)GOOGLStocks$16,500.0010.00% (+$1,500.00)TSLAStocks$12,000.0020.00% (+$2,000.00)Asset Allocation ChartsReal-Time Portfolio ValueP&L SummaryRealized P&L:+$8,500Unrealized P&L:+$6,500Total P&L:+$15,000Realized & Unrealized P&LExcel Import/ExportPortfolio ValuePortfolio performance over timePerformance over timeShow Benchmarks7D30D90D6M1YYTDAll Time$125,000.00Current Value+$5,000.00+4.17%Portfolio Performance TrackingAsset Allocation ChartsChoose the right plan for your organizationChoose the perfect plan for your investment needsMonthlyYearly20% OffBASICGet started with our Basic package for free.FREEPortfolios: 1Transactions: 30AI Chats: 100Register NowMost PopularPROUpgrade to our Pro package for growing businesses.3.75 USD/monthPortfolios: 5Transactions: 250AI Chats: 2000Register NowSave 20% with the yearly plan!RecommendedINVESTORUnlock advanced tools and analytics tailored for professional investors.16 USD/monthPortfolios: 10Transactions: 2000AI Chats: UnlimitedRegister NowSave 20% with the yearly plan!ENTERPRISEContact us to discuss a custom solution that fits your organization's needs.CustomContact us for enterprise pricingPortfolios: UnlimitedTransactions: UnlimitedAI Chats: UnlimitedContact UsSave 20% with the yearly plan!FeaturesBASICPROINVESTORENTERPRISEPortfolio ManagementMulti-Asset TrackingReal-Time Portfolio ValueAsset Allocation ChartsPortfolio Performance TrackingTransaction ManagementFIFO P&L CalculationsRealized & Unrealized P&LExcel Import/ExportTransaction HistoryPerformance AnalyticsDaily, Weekly, Monthly ReturnsSharpe RatioMaximum DrawdownCompound Annual Growth RateRisk ManagementRisk Metrics (Beta, VaR, Expected Shortfall)Correlation AnalysisPortfolio AlertsAI-Powered FeaturesAI Portfolio InsightsAI Chat AssistantAI Investment RecommendationsMarket Data & NewsReal-Time Market DataLive Stock QuotesLive Crypto PricesDividend CalendarUser ExperienceDark Mode SupportMulti-Language SupportMobile AccessBinance IntegrationSupported byContact UsGet in touch with us for support, sales, or any questions you may haveSend us a messageFill out the form below and we'll get back to you as soon as possibleNameEmailDescriptionLoading security verification...Technical Supportinfo@intelliassets.netSales Questionsinfo@intelliassets.netMediainfo@intelliassets.netBug Reportinfo@intelliassets.netLegal InformationImportant documents and policiesTerms of ServicePrivacy PolicyCookie PolicyDistance Sales AgreementDelivery and Refund Policy --- intelliAssets. Smarter Asset Management, SimplifiedintelliAssets combines the power of AI with user-friendly tools to transform the way you manage your digital assets. Track, organize, and optimize all your investments in one place with ease. Designed for businesses and individuals alike, intelliAssets simplifies asset management, helping you make smarter decisions and achieve better outcomes.Get StartedTotal Value$99,000.002.04% ($2,019.60)Current portfolio valueTotal P&L$15,000.0013.64%Total profit/lossUnrealized P&L$6,500.005.91%Unrealized profit/lossRealized P&L$8,500.007.73%Realized profit/lossPortfolio ManagementMulti-Asset TrackingTrading ActivityTotal Trades45Total number of tradesBuy Trades28Number of buy transactionsSell Trades17Number of sell transactionsAverage Trade Size$1,889.00Average size per tradeLast TradeMost recent transaction dateJan 15, 2024Days since last tradeTrading StatisticsKey trading metricsLargest Gain$5,000.00Largest Loss$1,500.00Current StreakTransaction ManagementFIFO P&L CalculationsPerformance MetricsDaily Return2.04%PositiveWeekly Return4.17%PositiveMonthly Return7.30%PositiveVolatility12.30%Annualized volatilitySharpe Ratio1.45Risk-adjusted returnMax Drawdown-8.50%Maximum decline from peakBest DayJan 7, 2024Highest performing dayWorst DayJan 3, 2024Lowest performing dayPerformance AnalyticsDaily, Weekly, Monthly ReturnsRisk MetricsBeta0.950Portfolio volatility vs marketVaR 95%-3.00%Value at Risk (95% confidence)Expected Shortfall-4.00%Average loss beyond VaRCorrelation0.300Market correlationCorrelation MatrixPortfolio correlation with benchmarksAAPLCorrelation0.300LowTSLACorrelation0.500LowMSFTCorrelation0.400LowGOOGLCorrelation0.300LowBTCCorrelation0.100LowRisk ManagementRisk Metrics (Beta, VaR, Expected Shortfall)Benchmark ComparisonSPYReturn12.50%Outperformance1.14%Correlation0.850Performance SummaryPortfolio performance vs benchmarksSPYBenchmark Return: 12.50%+1.14%OutperformingMarket Data & NewsReal-Time Market DataPortfolio AlertsAlertsImportant portfolio notificationsHigh ConcentrationAAPL represents a high concentration in your portfolioNew Asset AddedNew assets added: BTCSector ConcentrationHigh concentration in Technology sectorPortfolio SummaryKey portfolio statisticsTotal Assets5Top PerformerTSLAWorst PerformerGOOGLMost Held AssetAAPLNewest AssetBTCOldest AssetAAPLQuick StatisticsImportant portfolio metrics at a glance1/7/2024Best Day1/3/2024Worst DayCurrent StreakBTC/USD: +$5,000.00Largest GainAI-Powered FeaturesAI Portfolio InsightsAsset AllocationHide low valuesAllocation ChartPortfolio distribution by asset typeLoading chart...Portfolio SummaryTotal Value$99,000.00Total Assets5Categories2Top PerformerTSLA+20.00%Allocation DetailsBreakdown by asset categoryStocks4 assets$74,000.0074.7%Crypto1 asset$25,000.0025.3%Asset ListIndividual asset performanceMSFTStocks$28,000.0016.67% (+$4,000.00)BTCCrypto$25,000.0011.11% (+$2,500.00)AAPLStocks$17,500.0016.67% (+$2,500.00)GOOGLStocks$16,500.0010.00% (+$1,500.00)TSLAStocks$12,000.0020.00% (+$2,000.00)Asset Allocation ChartsReal-Time Portfolio ValueP&L SummaryRealized P&L:+$8,500Unrealized P&L:+$6,500Total P&L:+$15,000Realized & Unrealized P&LExcel Import/ExportPortfolio ValuePortfolio performance over timePerformance over timeShow Benchmarks7D30D90D6M1YYTDAll Time$125,000.00Current Value+$5,000.00+4.17%Portfolio Performance TrackingAsset Allocation ChartsChoose the right plan for your organizationChoose the perfect plan for your investment needsMonthlyYearly20% OffBASICGet started with our Basic package for free.FREEPortfolios: 1Transactions: 30AI Chats: 100Register NowMost PopularPROUpgrade to our Pro package for growing businesses.3.75 USD/monthPortfolios: 5Transactions: 250AI Chats: 2000Register NowSave 20% with the yearly plan!RecommendedINVESTORUnlock advanced tools and analytics tailored for professional investors.16 USD/monthPortfolios: 10Transactions: 2000AI Chats: UnlimitedRegister NowSave 20% with the yearly plan!ENTERPRISEContact us to discuss a custom solution that fits your organization's needs.CustomContact us for enterprise pricingPortfolios: UnlimitedTransactions: UnlimitedAI Chats: UnlimitedContact UsSave 20% with the yearly plan!FeaturesBASICPROINVESTORENTERPRISEPortfolio ManagementMulti-Asset TrackingReal-Time Portfolio ValueAsset Allocation ChartsPortfolio Performance TrackingTransaction ManagementFIFO P&L CalculationsRealized & Unrealized P&LExcel Import/ExportTransaction HistoryPerformance AnalyticsDaily, Weekly, Monthly ReturnsSharpe RatioMaximum DrawdownCompound Annual Growth RateRisk ManagementRisk Metrics (Beta, VaR, Expected Shortfall)Correlation AnalysisPortfolio AlertsAI-Powered FeaturesAI Portfolio InsightsAI Chat AssistantAI Investment RecommendationsMarket Data & NewsReal-Time Market DataLive Stock QuotesLive Crypto PricesDividend CalendarUser ExperienceDark Mode SupportMulti-Language SupportMobile AccessBinance IntegrationSupported byContact UsGet in touch with us for support, sales, or any questions you may haveSend us a messageFill out the form below and we'll get back to you as soon as possibleNameEmailDescriptionLoading security verification...Technical Supportinfo@intelliassets.netSales Questionsinfo@intelliassets.netMediainfo@intelliassets.netBug Reportinfo@intelliassets.netLegal InformationImportant documents and policiesTerms of ServicePrivacy PolicyCookie PolicyDistance Sales AgreementDelivery and Refund Policy --- Welcome back!Log in to access your accountEmailPasswordForgot your password?Sign InOr continue withContinue with GoogleDon't have an account?Register --- Welcome to intelliAssetsTake the first step towards smarter asset management. 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