Multi-account net worth
Pull positions, cash, and options exposure from every connected brokerage into a single live view.
Portfolio Intelligence
Every account, one source of truth
Ivy brings your brokerage accounts, positions, options exposure, watchlists, and risk profile into one portfolio-aware workspace - so every answer starts with what you actually own.
Portfolio Intelligence
Get StartedBring your portfolio into the conversation
Ivy connects to your brokerage accounts to tailor answers to your holdings, risk, and market exposure.
Multi-account awareness
Multi-account calibration
Live positions and options exposure
Allocation and concentration analysis
Watchlists connected to market context
Position-aware insights
How Portfolio Intelligence Works
Your brokerage isn’t an afterthought
Connect once, and every Ivy answer is shaped by what you actually hold across every account.
Risk profile calibration
Tune Ivy per account so answers match your real risk tolerance, time horizon, and trading style.
Position-aware prompts
Ivy suggests relevant questions based on your portfolio, risk, hedges, and upcoming events.
Portfolio Intelligence FAQ
Common questions about your portfolio
Everything traders ask before connecting a brokerage.
The future of trading feels human again
Stop trading through disconnected tools and build your own financial Jarvis.
Get Started