Portfolio ManagementPersonalized

AI powered portfolio analysis and management. Interactive analysis that delivers actionable insights and personalized insights for confident investing. Unlock hidden potential.

Our Mission

From Wall Street to your wallet: removing investment barriers

Analyzera dismantles the complexities of investing, empowering customers to personalize their portfolio and invest with the confidence that comes from expert-backed, accessible intelligence. Backed by deep financial expertise, Analyzera puts practical, professional-grade intelligence at your fingertips.

Past Winners

The portfolio has a moderate tilt towards high momentum stocks.

The Past Winners insight for your portfolio suggests a moderate tilt towards high momentum stocks. This means your portfolio is invested in companies that have performed well in the recent past.

Large Stock
Concentration

Instruments above 5% make up a total of 90.62% of the portfolio.

This indicates that instruments above 5% make up a total of 90.62% of the portfolio. This means a very large portion of your portfolio's value is concentrated in a few large stock positions.

Sector Distribution

Sector allocation of your $234,568 portfolio

Current
Proposed
Technology60%55%
Healthcare6%8%
Communications17%15%
Financial...8%12%
Consumer...5%7%

Past Winners

The portfolio has a moderate tilt towards high momentum stocks.

The Past Winners insight for your portfolio suggests a moderate tilt towards high momentum stocks. This means your portfolio is invested in companies that have performed well in the recent past.

Large Stock
Concentration

Instruments above 5% make up a total of 90.62% of the portfolio.

This indicates that instruments above 5% make up a total of 90.62% of the portfolio. This means a very large portion of your portfolio's value is concentrated in a few large stock positions.

Sector Distribution

Sector allocation of your $234,568 portfolio

Current
Proposed
Technology60%55%
Healthcare6%8%
Communications17%15%
Financial...8%12%
Consumer...5%7%
Insights > Take Action > Proposed Changes

Get actionable insights for your portfolio

Analysis only matters if it leads to an action. Analyzera goes beyond insights by letting you test, adjust, and see the impact of every change in real time. Interact with your portfolio like never before. Shape it, refine it, and invest with confidence.

Fully Grounded Agentic AI

Powered by AI. Grounded in mathematics.

Traditional investing tools bury you in complexity. Pure AI promises can feel like a black box. Analyzera combines the best of both: advanced AI guided by transparent, research-driven methods. The result is fast, intuitive, and reliable, making sophisticated investing simple, explainable, and actionable.

Portfolio Analysis

@European Value
How could the weight of Information Technology impact my portfolio?
The Information Technology sector has had a negative performance contribution of -9.99% to your European Value portfolio.
Would you like to see how the Information Technology sector impacts your portfolio's risk, or would you like to explore how changing its weight could affect your portfolio?

Get started in minutes

Try our early acccess beta and unlock powerful actionable insights.

1

Upload Your Portfolio

Export your holdings from your broker and upload them to Analyzera.

2

Get Instant Analysis

Analyzera analyzes your portfolio and provides a starting point for further interaction

3

Make Better Decisions

Make more confident decisions by understand impacts of potential changes

Driven by state-of-the-art quantitative methods

From risk assessment to AI-powered insights, we provide comprehensive tools for modern investors.

Lambda Core

Our quantitative engine

Grounded
Agentic AI

An immensely powerful facilitator

The Future

Moving forward at rocket speed

We are only getting started

Tag along and experience the future of portfolio analysis with more features coming soon

Early Access Beta

Help us change the future

  • Advanced portfolio analysis

  • Actionable portfolio insights

  • Estimate impacts of proposed portfolio changes

  • AI portfolio manager companion

Pro

Coming Soon

Full product launch

  • Third party portfolio integration

  • Strategies - Design, test and launch new investment with ease.

  • Assets - Interact with all the world's assets at the blink of an eye.

  • Private Banker Companion

Enterprise

For brokers, assets managers and private banks.

  • Fully tailored, from investment universe to house views and investment approach

  • Integration with existing systems, such as risk and portfolio systems

  • API & White label applications

Ready to become a more confident investor?

Start making better informed decisions with a personalized investment approach.