---
title: "Portfolio Intelligence — Podium Markets"
description: "Every account. One source of truth. Ivy connects brokerage accounts for portfolio-aware trading intelligence."
canonical: https://www.podiummarkets.ai/features/portfolio-intelligence
---

# Portfolio Intelligence

## Portfolio Intelligence

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.

## Bring 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

## Your brokerage isn’t an afterthought

Connect once, and every Ivy answer is shaped by what you actually hold across every account.

1. **Multi-account net worth** — Pull positions, cash, and options exposure from every connected brokerage into a single live view.
2. **Risk profile calibration** — Tune Ivy per account so answers match your real risk tolerance, time horizon, and trading style.
3. **Position-aware prompts** — Ivy suggests relevant questions based on your portfolio, risk, hedges, and upcoming events.

## Common questions about your portfolio

Everything traders ask before connecting a brokerage.

### Which brokerages does Ivy support?

Ivy supports most of the major US brokerages.

### Is my brokerage data secure?

Yes. Connections use encrypted, read-only OAuth through our third-party brokerage connection service. Ivy can view positions and balances to personalize answers. It cannot move money or place trades.

### Can Ivy place trades on my behalf?

No. Ivy at the moment is read-only. You execute every trade through your brokerage.

### How often does my portfolio refresh?

Positions, cash, and options exposure sync automatically throughout the day whenever your broker reports an update.

### Does Ivy control my brokerage account?

No. Ivy has read-only access. You stay in full control of your accounts.

### What’s risk profile calibration?

Tune Ivy per account so answers match your real risk tolerance, time horizon, and trading style.

## The future of trading feels human again

Stop trading through disconnected tools and build your own financial Jarvis.

- [Get Started](https://app.podiummarkets.ai/signup)

- HTML: https://www.podiummarkets.ai/features/portfolio-intelligence
- Site index (llms.txt): https://www.podiummarkets.ai/llms.txt
- Sitemap: https://www.podiummarkets.ai/sitemap.xml
- Product app: https://app.podiummarkets.ai
- Help center: https://help.podiummarkets.ai/