How to Set Up Your First AI-Managed Portfolio

Ready to let AI help manage your investments? Setting up your first AI-managed portfolio is easier than you might think. In this guide, we'll walk you through the entire process—from creating your account to receiving your first personalized investment recommendations. By the end, you'll have a fully configured AI advisor analyzing your portfolio around the clock.

What You'll Need Before Starting

Before diving in, make sure you have:

• A list of your current holdings—stock symbols, number of shares, and purchase prices (if you want to track gains)
• A sense of your investment goals—are you focused on growth, income, or capital preservation?
• About 10-15 minutes—that's all it takes to get fully set up

Don't worry if you don't have everything perfect. You can always update your portfolio and settings later. The goal is to get started so the AI can begin learning about your investments.

Step 1: Create Your Account

Want to try before committing? Use our free demo to experience AI portfolio analysis without creating an account. When you're ready, you can sign up and your demo portfolio will be waiting for you.

Step 2: Create Your Portfolio

Step 3: Add Your Holdings

This is where your portfolio comes to life. Click "Add Position" and enter each holding individually:

Start with your main holdings—you don't need to add every single position immediately. The AI will work with whatever you provide and you can add more later.

Step 4: Configure Your Investment Profile

This step is crucial—it tells the AI how to analyze your portfolio and what kind of recommendations to provide. Not sure where to begin? Browse our portfolio strategy templates for ready-to-use allocations. Navigate to your portfolio settings and configure:

Step 5: Run Your First AI Analysis

After the initial analysis, your portfolio will be automatically reviewed daily. You'll receive updated insights and alerts whenever market movements or portfolio changes warrant attention. Learn more about how AI portfolio management works.

Step 6: Start a Conversation with Your AI Advisor

Step 7: Review and Act on Trade Suggestions

Based on its analysis, your AI advisor will suggest specific trades to improve your portfolio. Each suggestion includes:

• Clear action—buy, sell, or adjust a specific position
• Detailed reasoning—why this trade makes sense for your goals
• Risk assessment—how this change affects your portfolio risk

Remember: you're always in control. Review each suggestion, understand the reasoning, and only act when it aligns with your judgment. Read about our 6-month experience with real money to see how these recommendations work in practice.

How Do You Get the Most Out of Your AI Portfolio?

What Are Common Setup Questions?

You're Ready to Go

That's it! You now have an AI-managed portfolio that analyzes your investments daily, answers your questions, and provides personalized trade recommendations. The hardest part is done—the AI takes it from here.

As you use the platform, you'll discover more features: performance tracking, comparing your results on the leaderboards, and watching how AI recommendations perform over time. Welcome to smarter investing.