AI Asset Manager

The AI Asset Manager is a chat workspace sitting on top of your portfolio. It reads your real positions before answering, so when it says a sector is heavy or one position dominates your risk, it is describing your account and not a generic one.

​

Opening a session

Two ways in. Click AI Asset Manager in the Portfolio header to land in your current thread, or a fresh one the first time. Or open it from a row in the holdings table, and the session starts already focused on that ticker, so your first question does not have to name it. A new thread offers four starter prompts — concentration, top and bottom performers, sector breakdown, macro context — for when you want to see the format first. Messages cap at 4,000 characters.

​

In plain English

The assistant is not watching your account. It gets one written briefing about your positions at the moment you press send, and answers from that. So:

• Numbers are as fresh as your last sync, not live to the second. Press Sync on Portfolio first if a position has changed.
• It has no memory of a thread you archived. Reopening that thread is how you get the context back.
• Nothing it says reaches your broker. It cannot buy, sell, or size anything.

​

What it can see

Before each answer, Tradion assembles a briefing from your account:

• Every position, marked live if it came from a broker or manual if you added it, with shares, cost basis (what you paid per share, averaged across your buys), last price, current value, and unrealised profit or loss — the paper result on something you still hold, which the price can still take back
• Cash balance, how many brokerages are connected, and when they last synced
• Your largest holding and the combined weight of your top three
• Recent closed trades and their outcomes
• Your last few trade autopsies: entry, exit, and risk-management grades, and the mistakes tagged in each
• Your Tradion Memory profile — trade count, average grades, recurring mistakes, favoured setups

It can also pull live data mid-answer: quotes, price history, fundamentals, options chains, earnings dates and estimates, insider transactions, news and sentiment, macro indicators, and web search.

​

What it cannot do

It cannot place, change, or cancel an order — the brokerage link is read-only. It does not see your personal details, bank links, or tax documents. It reads the last 16 messages of the thread, so a point made much earlier may need restating. With personalisation off, the behavioural half of the briefing is withheld and answers stay purely positional.

​

Questions worth asking

Swap your own tickers into these. Each one has a factual answer the assistant can reach for:

• “Which of my positions carry the most risk right now, and why?”
• “Break my portfolio down by sector and show it as a pie chart.”
• “What percentage of my account is in my top three positions?”
• “How correlated are and ? Am I holding the same bet twice?” — correlation measures how closely two tickers have moved together historically, from +1 (in lockstep) through 0 (unrelated) to −1 (opposite)
• “Which holdings have earnings in the next two weeks?”
• “Compare my open winners and losers and chart them.”
• “Given my documented mistakes, which position am I most likely to mishandle?”

Vague questions get vague answers. “How am I doing?” produces a survey; “which position has moved furthest from its cost basis, and what changed” produces something you can act on.

​

Running what-ifs

Scenario questions hold your real positions still and move one variable:

• “What happens to my account if drops 20%?”
• “If technology sold off 10% tomorrow, how much of my portfolio moves?”
• “If I closed my two largest positions, what would my sector mix look like?”

These are arithmetic on your live weights, not predictions. Nothing in the answer is a recommendation to trade — the assistant produces the analysis and you decide.

​

Charts inside the answer

When a visual works better than a sentence, the assistant draws one directly after the text that introduces it. Bar, line, area, pie, and mixed bar-and-line are available, each interactive — hover a segment for its value. Answers stream as they are written, so charts appear mid-response.

​

Moving to another feature

Answers point at the feature that goes deeper rather than doing everything in chat: Earnings Spider for an earnings observation, Trade Autopsy for a pattern in how you exit, AI Quant Research for anything needing real computation. The ticker travels with you.

​

Session history and your allowance

The left rail lists past threads, each titled from its opening message with a date and message count. Click one to reopen it in full, charts included. New Thread archives the current conversation and starts clean, stopping old context bleeding into a new topic. Threads can be deleted individually. Sending a message spends a credit whether the answer proves useful or not, so a thread of one-word follow-ups burns the allowance fast. At zero the composer locks until your billing month rolls over or you move up a plan.