AI Broker analyses market data continuously, filters it for risk, and gives you a report every day. You see exactly what changed, and why.
View PerformanceIllustrative trend for demonstration. Not a forecast of future performance.
Most retirement portfolios are built for a steady decade. Markets rarely cooperate. A single volatile quarter can undo years of careful planning, and the constant checking that follows adds stress without adding clarity. AI Broker was built for the opposite approach: fewer decisions, each one supported by data you can review yourself.
AI Broker processes market data on a continuous basis and applies a fixed set of risk filters before anything reaches a user. The output is a recommendation and a reason, not an alert designed to prompt quick action.
The goal is consistency over time, not a single impressive result. Every recommendation is logged, so you can trace a decision back to the data that supported it.
AI Broker gathers price data, trading volumes, and relevant market indicators across the instruments in scope. Collection runs on a fixed schedule, not on reaction to headlines.
Incoming data is screened against volatility and exposure thresholds set in advance. Anything that falls outside the defined risk tolerance is excluded before it reaches the next step.
What remains is organised into a recommendation with the supporting figures attached. The final decision stays with you; AI Broker provides the basis for it, not an instruction.
Each phase is logged and time-stamped. No recommendation skips the risk-filtering step, and no step runs without a record you can review later.
Quarterly statements make it hard to see what actually happened and when. AI Broker sends a daily report showing portfolio value, the change from the prior day, and the risk reading behind any recommendation made that day.
Risk filters are set tighter, prioritising stability over short-term gains. Recommendations favour holding or reducing exposure when volatility readings rise above the defined threshold. Suited to users whose primary goal is protecting existing capital rather than growing it quickly.
Risk filters allow for moderate exposure aimed at consistent, lower-amplitude returns rather than peak performance. Daily reports highlight income-relevant figures so you can match them against planned withdrawals.
AI Broker is designed with the data protection expectations of the German and wider EU market in mind. Personal and portfolio data are processed under principles consistent with the GDPR, including data minimisation and defined retention periods.
Access to account data is restricted and logged. Reports are generated from the same underlying data set shown to the user, with no separate "marketing" version of the figures.
Review how AI Broker structures its daily analysis before deciding whether it fits your portfolio.
Start Analysis Read how the reporting works