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Sector allocation

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Regional exposure

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Signals
Deep analysis
Geopolitical

Powered by your active sources · Bloomberg & Testaankoop Invest as primary

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No-BS Advisor

Direct opinions, no hedging. Ask about your holdings or anything market-related.

Ask me anything about your portfolio. Straight talk — no sugar-coating. What do you want to know?

Market intelligence

Hot topics and events that could move your portfolio

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Monthly review

AI feedback loop based on your positioning preferences

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Discover opportunities

Well-valued picks that complement your portfolio right now

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News source management

Shape which outlets inform AI analysis, news, and advisor responses

International outlets

Belgian & local

Data proxy — real prices & verified ISINs (recommended)

This is how you eliminate guesswork. Deploy the included portfolioiq-proxy.js as a free Cloudflare Worker (2 min — instructions are in the file), then paste its URL here. Identity then comes from the OpenFIGI registry and prices from a real quote feed, server-side. When set, this overrides every other lookup method.

Claude API access

The AI features (lookup, advisory, news, advisor, reviews) run on Claude. Inside the Claude chat preview this works automatically — leave this blank. If you run this app from a saved file or your own website, paste an Anthropic API key so the calls are authorised. Stored locally on this device only.

Live market data (optional)

ISIN identity is always resolved through the free OpenFIGI registry — no key needed. To pull live prices, P/E and 52-week ranges, paste a free API key from Financial Modeling Prep. Without a key, holdings still resolve correctly but show no price (nothing is ever invented). Your key is stored locally on this device only.

Add custom source

Active sources shape AI Advisory signals, No-BS Advisor responses, News summaries, and Monthly reviews. Priority sources (starred) are cited first — Bloomberg and Testaankoop Invest are your defaults. Toggle any source off to exclude it from all AI outputs.