AI-Powered Portfolio Intelligence
Two powerful tools that work together:
Track in Sheets. Analyze with AI. Make informed decisions.
14-day free trial • No credit card required • Cancel anytime
Professional Analysis, Simplified
Get institutional-grade portfolio insights with beautiful, easy-to-understand visualizations
Portfolio Intelligence Report
Generated on August 21, 2025
Total Value
$118,000
+18% YTD
Portfolio vs Market Performance
Sector Allocation
Top Holdings Performance
Sharpe Ratio
1.42
Beta
0.95
Alpha
3.2%
Max Drawdown
-8.5%
How It Works
From portfolio tracking to AI analysis in four simple steps
Track Your Portfolio
Install AlphaSheet Tracker in Google Sheets and add your holdings. Real-time prices update automatically.
AI Analyzes Your Data
Our AI engine analyzes your portfolio using institutional-grade metrics and models.
Get Weekly Reports
Receive comprehensive analysis every Sunday with insights tailored to your subscription tier.
Track Performance
Monitor your portfolio's progress in the Intelligence dashboard with interactive charts and metrics.
Choose Your Intelligence Tier
Start analyzing your portfolio with institutional-grade insights
Starter
Perfect for individual investors
- Executive Summary & Performance Analysis
- Goal Tracking with Progress Metrics
- Portfolio Volatility Analysis
- Dividend Income Tracking
- Market Context & Benchmarking
- Portfolio Allocation Analysis
- Weekly AI-Powered Reports
- 14-day FREE trial
Growth
For serious portfolio management
- Everything in Starter, plus:
- Track up to 3 Portfolios
- Monte Carlo Simulations (10,000 scenarios)
- Tax Loss Harvesting Analysis
- Advanced AI Market Insights
- Professional PDF Reports
- Sector Rotation Analysis
- Priority Email Support
Premium
Institutional-grade analysis
- Everything in Growth, plus:
- Unlimited On-Demand Reports
- Technical Analysis & Chart Patterns
- Options Strategy Analysis
- Liquidity & Cash Flow Management
- REST API Access for Automation
- Track up to 5 Portfolios
- Dedicated Account Manager
AlphaSheet Tracker
Professional Google Sheets Add-on for Portfolio Tracking
One-Time Purchase
- Real-time Price Updates (Stocks & Crypto)
- Automatic P&L Calculations
- Professional Portfolio Dashboard
- Historical Performance Charts
- Your Data Stays in Your Google Sheet
- Lifetime License & Updates
- 5-Minute Setup Process
- One-time Purchase - No Subscription
Works with AlphaSheet Intelligence for complete portfolio analysis
No credit card required for trials • Cancel anytime • 14-day money-back guarantee
Bank-level
encryption
Real-time
price updates
Advanced AI
powered analysis
Your data
stays private