CoatifyAI is a portfolio workstation for equities and crypto. Chat with an AI advisor about your real holdings, run research-validated autonomous agents at the autonomy level you choose, and see exactly why every trade was taken or skipped — the system even grades its own decisions. Try the CSV demo below free, or start a 14-day trial to connect a brokerage.
A full advisory desk on your real holdings: deep reviews with measured risk (real drawdowns and Sharpe, not estimates), an investment policy it tracks you against, specific trim/add recommendations, scenario playbooks with triggers — and it grades its own calls against SPY so you can see its track record.
A disciplined crypto momentum engine that holds the strongest major, refuses low-quality rotations, steps to cash in bear markets, and sits behind a hard circuit breaker. Equity sleeves run research-validated systematic strategies. You choose the autonomy level — from approve-every-trade to fully automatic.
Every decision is inspectable and self-graded: rotations and the trades it refused are both scored weeks later against what would have happened. Fees, slippage, and execution quality are measured, not modeled. If a strategy stops working, the system is built to show you first.
Strategy selector
A balanced core allocation designed to keep flexibility while limiting unnecessary drift.
Portfolio value
$56,891.60
Largest holding
AVGO · 30%
Diversification
Concentrated
Cash buffer need
5% target
Portfolio scan
Recommendation engine
AVGO represents 30% of the account, which leaves the portfolio vulnerable to a single-stock drawdown. This matters even more for a select mandate where position discipline drives steadier compounding.
Suggested action
Scale out 10-15% of AVGO and recycle proceeds into the weakest mandate bucket or hold part as dry powder.
Technology is running 55 points above target while Fixed Income is 12 points light. That drift is the clearest mismatch between current holdings and your chosen strategy profile.
Suggested action
Stage the next add in Fixed Income funded by a trim in Technology to move the strategy score higher.
The largest three positions make up 69% of the portfolio. When concentration is this high, even correct stock selection can still leave the account overly dependent on one theme or earnings cycle.
Suggested action
Pause new discretionary adds until the top-three weight is closer to 45% or below.
Healthcare is one of the sleeves this mandate relies on most, but the current allocation is still under target. Filling that gap makes future alerts more selective because the portfolio has fewer structural imbalances.
Suggested action
Use the next weekly brief to screen for one or two entries in Healthcare rather than broadening the watchlist unnecessarily.
Weekly alerts
What signed-in accounts get
Research lens
Capital concentration matters more than position count when the top three holdings exceed half the portfolio.
Income mandates usually improve when fixed-income and dividend sleeves offset growth equity volatility.
Unique-opportunity sleeves work better when capital is reserved for selective entries rather than fully deployed at all times.
Model allocations