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Your AI portfolio analyst. Get personalized advice on your holdings. ⏱️ Time to read: 4 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone with connected portfolio

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🤖 What is it?

Portfolio AI is AI specifically trained to analyze YOUR portfolio and answer questions about YOUR holdings. Think of it as:
  • Your personal portfolio manager
  • Financial advisor in your pocket
  • Second opinion on decisions
  • 24/7 portfolio analyst
Unlike regular AI Chat: Maverick sees your actual positions and gives personalized advice.

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🆚 Maverick vs Regular Chat

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Regular AI Chat 💬

  • Generic trading advice
  • Doesn’t know what you own
  • General market analysis
  • Good for research
Example:
You: “Should I buy TSLA?” AI: “TSLA looks strong technically. Entry around $465 could work.”

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Portfolio AI 📊

  • Knows your exact holdings
  • Sees your cost basis
  • Understands your risk exposure
  • Personalized to YOUR situation
Example:
You: “Should I buy TSLA?” Maverick: “You already own 10 shares of TSLA at $450 cost basis, currently up 3.3%. Your TSLA position is 15% of your portfolio. Adding more would increase concentration risk. Consider trimming other positions or looking at different sectors instead.”
Personalized = Better advice

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📱 Where to Find Portfolio AI

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iOS

  1. Go to Portfolio tab
  2. Tap “Ask Maverick” button (near top)
  3. Or swipe up on portfolio view
  4. Chat interface opens

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Web

  1. Portfolio page (left sidebar)
  2. Click “Ask Maverick” button (top right)
  3. Or click chat icon in portfolio section
  4. Maverick chat opens

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💬 What You Can Ask Maverick

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Portfolio Health Questions 🏥

Examples:
  • “How’s my portfolio doing?”
  • “What’s my overall risk level?”
  • “Am I too concentrated in tech?”
  • “Which sectors am I missing?”
  • “Is my portfolio diversified enough?”
Maverick gives:
  • Overall health score
  • Risk assessment
  • Sector breakdown
  • Diversification analysis
  • Suggestions for improvement

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Position-Specific Questions 📈

Examples:
  • “Should I hold or sell TSLA?”
  • “Is AAPL still a good buy?”
  • “What’s wrong with my AMD position?”
  • “Should I add to my NVDA position?”
  • “Which of my stocks should I trim?”
Maverick gives:
  • Position analysis
  • Snapshot grade review
  • Recent news impact
  • Hold/Sell/Add recommendation
  • Reasoning behind advice

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Profit/Loss Analysis 💰

Examples:
  • “Why am I down money this month?”
  • “What’s my best performing stock?”
  • “Show me my worst positions”
  • “How much have I made on NVDA?”
  • “Which trades were mistakes?”
Maverick gives:
  • P&L breakdown
  • Best/worst performers
  • Attribution analysis
  • Learning opportunities

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Rebalancing Questions ⚖️

Examples:
  • “Should I rebalance my portfolio?”
  • “What should I buy next?”
  • “Which position should I sell first?”
  • “How can I reduce risk?”
  • “Am I overweight in any sector?”
Maverick gives:
  • Current allocation
  • Target allocation
  • Specific rebalancing steps
  • Trade recommendations
  • Expected risk reduction

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Risk Management Questions 🛡️

Examples:
  • “What are my biggest risks?”
  • “Which positions are most volatile?”
  • “Am I exposed to earnings risk?”
  • “Should I hedge anything?”
  • “What could go wrong?”
Maverick gives:
  • Risk breakdown by position
  • Upcoming earnings dates
  • Volatility analysis
  • Hedging suggestions
  • Worst-case scenarios

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Tax Optimization Questions 💸

Examples:
  • “Do I have any tax-loss harvesting opportunities?”
  • “Which positions have short-term gains?”
  • “Should I wait for long-term capital gains?”
  • “Show me my taxable events”
Maverick gives:
  • Tax-loss harvest candidates
  • Short vs long-term positions
  • Estimated tax liability
  • Optimization strategies

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Performance Comparison 📊

Examples:
  • “Am I beating the S&P 500?”
  • “How do I compare to QQQ?”
  • “What’s my Sharpe ratio?”
  • “Show me my alpha”
Maverick gives:
  • Benchmark comparisons
  • Risk-adjusted returns
  • Performance attribution
  • Where you’re winning/losing

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🎯 Real Example Conversations

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Example 1: Portfolio Health Check

You: “How’s my portfolio doing?” Maverick:
Your portfolio is performing well overall. Here’s the breakdown: Total Value: $45,250 All-Time Return: +22.3% YTD Return: +18.5% Performance vs Benchmarks:
  • S&P 500: +15.8% (You’re beating by +6.5%) ✅
  • Nasdaq: +20.1% (You’re trailing by -1.6%)
Strengths:
  • Strong position sizing (no position >20%)
  • Good sector diversification
  • 8 of 10 positions profitable
Risks:
  • Tech concentration: 45% (consider trimming to 35%)
  • 3 positions have earnings this week
  • AMD position down 8% (review thesis)
Overall Grade: B+ 👍

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Example 2: Position Decision

You: “Should I sell my TSLA at a loss?” Maverick:
Your TSLA Position:
  • Cost Basis: $465/share
  • Current Price: $438
  • Loss: -$270 (-5.8%)
  • Held for: 15 days
Analysis:
  • TSLA Snapshot Grade: B (was A+ at purchase)
  • Recent news: Delivery numbers missed estimates
  • Technical: Broke support at 450,nextsupport450, next support 420
  • Sentiment: Turned bearish on WSB and Twitter
Recommendation: SELL 🔴 Why:
  1. Broken technical setup (lost $450 support)
  2. Fundamental catalyst negative (missed deliveries)
  3. Sentiment shifted
  4. Could retest 420(−420 (-18 more downside)
Action: Sell now, take the 5.8% loss, look for re-entry at $420-430 if interested. Sometimes the best trade is exiting a bad trade early. Tax note: This is a short-term loss, can offset gains.

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Example 3: What to Buy Next

You: “What should I add to my portfolio?” Maverick:
Based on your current holdings and risk profile, here are my suggestions: Gap in Your Portfolio: You’re overweight Tech (45%) and underweight Healthcare (0%). Consider diversification. 3 Recommendations: 1. JNJ (Johnson & Johnson) - Healthcare
  • Grade: A
  • Why: Defensive, dividend aristocrat, would add stability
  • Position size: 5-10% of portfolio
  • Entry: $158-162
2. XLE (Energy ETF) - Energy Sector
  • Grade: B+
  • Why: You have zero energy exposure, sector rotating in
  • Position size: 5% of portfolio
  • Entry: Current levels
3. MSFT (Microsoft) - Tech (but defensive)
  • Grade: A+
  • Why: You own no mega-cap tech with moat, quality company
  • Position size: 10-15% of portfolio
  • Entry: Dips to $370-375
Don’t buy all at once. Add one per week to dollar-cost average.

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🎭 Portfolio AI Adapts to Your Companion

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For Blitz (Day Trader) 🚀

Maverick focuses on:
  • Intraday position management
  • Day trade setups from your watchlist
  • Risk per trade analysis
  • Realized P&L optimization
Example:
“Your TSLA day trade was profitable (+3.2%) but you held too long. Next time, take profits at +2.5% and move to next setup. Don’t get greedy on day trades.”

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For Maverick (Momentum Trader) 📈

Maverick focuses on:
  • Swing position sizing
  • Multi-day hold strategies
  • Entry/exit timing
  • Risk/reward on swings
Example:
“Your AMD swing is working. Entry at 178,nowat178, now at 188 (+5.6%). Target is 195.Holduntiltargetor7days,whichevercomesfirst.Setstopat195. Hold until target or 7 days, whichever comes first. Set stop at 183 to protect profits.”

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For Sage (Long-Term) 🏦

Maverick focuses on:
  • Portfolio quality
  • Dividend income
  • Tax efficiency
  • Long-term compound growth
Example:
“Your portfolio is well-constructed for long-term wealth. 60% in quality blue chips, 30% in growth, 10% cash. Dividend yield: 2.8%. Expected annual return: 10-12%. Stay the course.”

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💡 Pro Tips for Using Portfolio AI

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1. Be Specific

❌ Vague: “What should I do?” ✅ Specific: “Should I sell my AAPL position that’s up 15%?” Specific questions get specific answers.

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2. Ask “Why”

Follow up on recommendations:
  • “Why do you say sell?”
  • “Why is my portfolio risky?”
  • “Why should I add healthcare?”
Understanding the reasoning helps you learn.

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3. Use for Second Opinions

Before making a trade:
  1. Form your own opinion
  2. Ask Portfolio AI
  3. Compare views
  4. Make final decision
Portfolio AI is a tool, not a dictator.

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4. Weekly Portfolio Review

Every Sunday:
  1. Ask: “How did my portfolio perform this week?”
  2. Review winners/losers
  3. Ask: “What should I adjust?”
  4. Plan next week
Consistency = better results

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5. Learn from Maverick

Portfolio AI explains WHY behind advice:
  • Read the reasoning
  • Understand the analysis
  • Apply to future decisions
  • Build your own skills
Goal: Eventually need Portfolio AI less as you learn more.

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🔒 Privacy & Security

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What Portfolio AI Sees:

  • ✅ Your positions and cost basis
  • ✅ Portfolio performance
  • ✅ Trade history
  • ✅ Account balances

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What Portfolio AI Doesn’t Share:

  • ❌ Your data with anyone
  • ❌ Your positions publicly
  • ❌ Your personal info
Your portfolio data stays private. Only you and Portfolio AI.

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⚠️ Important Disclaimers

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Portfolio AI is NOT:

❌ A licensed financial advisor ❌ Providing official financial advice ❌ Guaranteeing any outcomes ❌ Responsible for your decisions

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Maverick IS:

✅ An AI analytical tool ✅ Providing data-driven insights ✅ Helping you think through decisions ✅ A second opinion YOU make the final call. Always. Do your own due diligence. Maverick is a helper, not a decision-maker.

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❓ FAQ

Q: Does Maverick cost extra? A: Included with Super Ape subscription. Not available on free plan. Q: Can Maverick place trades for me? A: No! Maverick only gives advice. You must execute trades manually. Q: How often can I ask Maverick questions? A: Unlimited! Ask as much as you want. Q: Does Maverick learn from my questions? A: Yes! Maverick learns your preferences and trading style over time. Q: Can I use Maverick if I only have paper trading? A: Yes! Maverick works with Ape Paper Trading Account too. Q: Is Maverick always right? A: No! Maverick is AI, not perfect. Markets are unpredictable. Use as one input, not the only input.

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What’s Next?

Explore Portfolio Features: Use in Workflows:
Ask Maverick = Your Personal Portfolio Analyst. 24/7 Advice on YOUR Holdings! 🤖📊