About
What is intelliAssets?
intelliAssets combines AI with user-friendly tools to transform digital asset management. It allows users to track, organize, and optimize all their investments in one place, simplifying the process for both businesses and individuals. Key features include multi-asset tracking, detailed trading activity logs, FIFO P&L calculations, and comprehensive performance metrics like daily/weekly/monthly returns, Sharpe Ratio, and Max Drawdown. The platform also provides robust risk management with metrics like Beta, VaR, and correlation analysis. AI-powered features offer portfolio insights, an AI chat assistant, and investment recommendations, helping users make smarter decisions and achieve better outcomes.
Best used for
Ideal for startup founders and small business owners who need to track diverse digital assets, analyze investment performance, and manage portfolio risk. Especially valuable for making data-driven decisions and optimizing investment strategies with AI-powered insights.
Common actions
automated asset classificationAI asset managementdigital asset management
Capabilities
Key features
- Multi-asset tracking
- Performance analytics
- Risk management
- AI portfolio insights
- Real-time market data
- FIFO P&L calculations
- Portfolio alerts
Target Audience
startup foundersmall business owner
Pricing & Plans
Freemium · Paid · Enterprise
FAQs
What types of assets can I track with intelliAssets?
intelliAssets supports multi-asset tracking, allowing you to monitor various digital investments including stocks and cryptocurrencies. The platform provides a comprehensive overview of your entire portfolio in one centralized location.
Does intelliAssets offer a free plan?
Yes, intelliAssets offers a Basic free plan. This plan includes tracking for 1 portfolio, up to 30 transactions, and 100 AI chats, making it suitable for getting started with asset management.
What AI-powered features are available?
The platform includes AI Portfolio Insights, an AI Chat Assistant, and AI Investment Recommendations. These features help users gain deeper understanding of their portfolio, get quick answers, and receive suggestions for optimizing their investments.
Can I import or export my transaction data?
Yes, intelliAssets provides functionality for Excel Import/Export. This allows users to easily bring in their existing transaction history or export data for further analysis outside the platform.
What kind of performance metrics does intelliAssets provide?
intelliAssets offers detailed performance analytics including daily, weekly, and monthly returns, Sharpe Ratio, Maximum Drawdown, and Compound Annual Growth Rate. These metrics help users evaluate their portfolio's performance over time.
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