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Powered by Gemini 2.5 Pro

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Portfolio Analysis by Our Custom AI

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Stop listening to "Gurus" and Level up your Personal Research Capabilities!

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Powered by Gemini 2.5 Pro 〰️ Portfolio Analysis by Our Custom AI 〰️ Stop listening to "Gurus" and Level up your Personal Research Capabilities! 〰️

Unlock a Deeper Analysis of Your Investment Portfolio with IntelliVest AI

Get a data-driven look into your portfolio of stocks, ETFs, and cryptocurrencies with SENTINEL V1.3. This tool is powered by our Google Gemini 2.5 PRO. Perfect for DIY investors who want to aggregate their holdings and analyze their portfolio's composition. SENTINEL V1.3 provides a comprehensive overview based on historical data and key financial metrics.

Your easy-to-understand analysis report will include:

  • Holding-by-Holding Data: A breakdown of each asset with analytical scores based on historical performance and volatility.

  • Portfolio at a Glance: An overview of your portfolio's aggregate metrics.

  • Asset Allocation Summary: A visualization of your portfolio's composition.

  • Holdings Scorecard: A sortable list of your assets based on the analytical scores.

  • AI-Generated Summary: A summary of the key data points and metrics found within your portfolio.

  • Sector Exposure Overview: An analysis of your allocation across different market sectors.

  • Region Diversification Analysis: A look at the geographic distribution of your holdings.

  • Historical Dividend Data: An overview of past dividend payments from your holdings.

  • Backtested Performance Models: See how your portfolio's current composition might have performed historically compared to major indices.

Ready to get a deeper, data-driven look at your portfolio's composition? Purchase your analysis report today!

Disclaimer: IntelliVest AI provides a software tool for informational and educational purposes only. The information generated by SENTINEL V1.3 does not constitute financial, investment, legal, or tax advice. The tool's output is not a recommendation to buy or sell any security. All investment decisions are your own, and you are solely responsible for evaluating the merits and risks associated with the use of our tool. Past performance is not indicative of future results.

TRY SENTINEL!

**Disclosure Regarding AI-Generated Content: This video has been created, in whole or in part, through the use of advanced artificial intelligence (AI) technologies. This includes, but is not limited to, the generation of on-screen avatars, voice-overs, scripts, and/or background environments. Any individuals depicted are not real persons, and their portrayal does not constitute a personal endorsement. The purpose of utilizing AI is for illustrative and demonstrative purposes only. All information, specifications, and representations regarding IntelliVest AI’s Tools are accurate.**

User Testimonials from Testing on Blossom Social

  • The report was super helpful for me and I think it pointed out lots of key factors in my portfolio. I also love how the report broke each holding down into 3 scores which made it very easy to understand.

    @evan1026 - SENTINEL V1.0 Review

  • It's good! The explanations & the review system. I like how at the end it explains what I should do if I want to reduce, maintain, or level up my risk. Thank you!

    @Cesarpdlg - SENTINEL V1.0 REVIEW

  • Wow! I like how it broke everything down, and I agree with a lot of the advice it was giving!

    @ccutlip04 - SENTINEL V1.0 Review