IntelInvest new portfolio level
EnableAI moduleIntelInvest.
Your portfolio is already in IntelInvest. There is no need to transfer anything AI adds a new level of analysis on top of what you already have.
Early Access · $18 / month · $181 / year
PortfolioFor a month
$0
+$16K (7.27%) per month AI FOUND 3 IMPORTANT CHANGESUpdated today at 09:41
2important events in the eveningMore details
1new portfolio concentrationMore details
SAMPLE DATA / NOT A FORECAST
The data remains with youLocal AI infrastructureNo broker keysSafe and privateThe decision is yoursAI does not trade for youAI analysis is for informational purposes only and does not constitute individual investment advice.
What has changed in IntelInvest
IntelInvest has reacheda new level.
Everything you already use stays in place. the AI module adds an analytical layer on top: analyzes, explains and verifies.
Before
Portfolio and accountsYour securities and accounts in one place
Trades and profitabilityTransaction history and portfolio performance
Charts and historyYour portfolio over time
Now
AI portfolio analysisLooks at the portfolio every day and finds changes
News on your assetsOnly events that affect your portfolio
Ideas and their testingDevelopment of ideas: with metrics and history
Economic calendarEvents linked to your portfolio
Scenarios and their calculationsWhat can happen and how will it affect
Decision memoryRemembers why you made every decision
Testing ideasBacktest on history before a real deal
Your detailsIntelInvest
Portfoliopositions · $
IntelInvest AIlocal
News · Ideas · Scenariosaccording to your assets
Checking the solutionbefore the deal
AI insights
While you were minding your own business,the portfolio has changed.
AI monitors changes and shows the main thing. Select any observation: below is a step-by-step analysis.
Not just a number
Every insight,explained step by step.
AI does not throw out metrics. Each observation is explained in a chain: from change to the next step.
01
AI saw the change
The share of the banking sector increased from 24% to 31% in three weeks.
02
Found the reason
Three new securities and a new purchase: AI found exactly where the share was growing.
03
Showed positions
SBER, VTBR, MOEX and two more securities: they form the sector.
04
Showed the scale
5 positions worth $39K, which is 31% of the portfolio value.
05
Suggested checking
What is left in other sectors and whether the portfolio has become too dependent on one.
CONCENTRATIONSTEP 1 / 5
31%
banking sector share
It was 24% → became 31% in three weeks. The growth accumulated gradually, without one big deal.
sample data. In the service, AI will analyze the observations of your portfolio specifically.
News and calendar
Events that concernyour portfolio.
Not a market feed, but only what is associated with your assets: event, portfolio share and what is worth checking.
SBERBANK / DIVIDENDS2 HOURS AGO
Sber updated its dividend forecast
Affects your portfolio37%
SBER · 12% of portfolio · $14K
Central Bank / KEY RATE5 HOURS AGO
The Central Bank maintained the key rate
Affects your portfolio37%
SBER · VTBR · MOEX · 6 positions · $57K
Ideas
Idea:just the beginning.
AI checks the idea according to your rules: sector share, impact on dividends and risk, before you buy something.
MY IDEA
“Increase the share of oil and gas”
AI CHECKSBY YOUR RULES
01Sector share after deal
02Impact on dividends
03Impact on risk
010%above range
Sector share after dealabove the selected range 21–34%
02+0%
Impact on dividendsthe flow will increase due to new payments
03+1.1 percentage points
Impact on risksector concentration will increase
Instead of asking, “Is this a good company?” ask “What will this purchase change in my portfolio?”
Scenarios
What ifconditions change?
Set a condition: AI will show which positions and which part of the portfolio will be affected in a given scenario.
Scenario: Central Bank rate −2 percentage points
LIVE CALCULATIONPORTFOLIO VALUE-$6,578
AFFECTED37% of the portfolio (related to the rate)
DIVIDENDS FOR THE YEAR-$5,284
This is a calculation of a given scenario using sample data, not a forecast.
Checking the solution
Before the transaction you cantest the idea first.
AI shows how a hypothetical trade would change your portfolio before you enter it.
The hypothesis is ready to be tested
HYPOTHESIS
Add SBER
buy additionally for $6,032
WHAT WILL CHANGE IN THE PORTFOLIO
Banking sector share
24%31%+7 percentage points
Connectivity with rate
35%40%+5 percentage points
VERDICT AI
Concentration will increase: after the transaction, 31% of the portfolio will be in one sector, and the connection with the rate will rise above the level that you chose when purchasing. The decision is yours.
AI shows changes, but does not make a decision.
History check
The idea can be testedon history.
Before making a real trade, you can see how the idea worked before, how the result changes under other parameters, and how it fits into your portfolio.
01.2023 → 06.2026 · sample data
IdeaPortfolio
PERIOD01.2023 – 06.2026
PROFITABILITY OF THE IDEA+0.0%
MAX. DRAWDOWN−0.0%
TRANSACTIONS IN THE MODEL0
COMMISSIONS0.0%
Past performance does not guarantee future performance.
Decision memory
AI rememberswhy did you decide?
You can save: why you bought it, what the idea was, for how long and what risk you took. And then compare with today.
8 MONTHS AGO
0% portfolio
“Dividend growth, horizon: 12 months”
TODAY
0% portfolio
The share increased: additional purchase + increase in security price
Ask the AI: “What has changed since my purchase?”
Dialogue
Ask about your portfolioin ordinary words.
Without terms and queries “like in SQL”. You can simply ask: AI will answer based on your data.
IntelInvest AIin your IntelInvest
I'm looking at your portfolio. What do you want to test: changes, dividends or an idea?
Ask about your portfolio...ENTER
One module
One AI module.Several tasks.
Everything is connected to your portfolio and works in one place.
Portfolio
AI sees what you already own and shows you the main thing, without manual unloading and searching.
News
Only events that affect your assets.
Ideas
Check: what the purchase will change in the portfolio.
Calendar
Central Bank meetings and events before they happen.
Scenarios
Live conversion: $ and % according to a given condition.
Memory
Remembers why you made the decision.
Testing ideas
Sector share, dividends and risk before you buy.
Position analysis
How a security changes the concentration and risk of your portfolio.
Composition
This is not another service.This is a new level of yours.
the AI module works on top of what is already in IntelInvest: the same positions, the same data.
ALREADY AVAILABLE
Basic IntelInvest
- Portfolio and accounts
- Transactions
- Positions
- Profitability
- Charts
- History
ADDED
AI module
- AI portfolio analysis
- News on your assets
- Ideas
- Economic calendar
- Scenarios
- Testing ideas
- Decision memory
- Constant monitoring
There is no need to transfer anything.
Infrastructure
We have already built the infrastructure.Now we launch it for you.
The AI module has its own computing infrastructure IntelInvest. The goal of the first launch: to cover these investments.
$0invested in AI infrastructure
0annual access at a price of $181 per year
PortfolioMarketNewsAIAnalysisScenarioSolution
Data is processed in the IntelInvest circuit: from portfolio to scenario to decision, no public chat services.
Purpose of the first launch
$181/year × 334 ≈ $60K
Collected: 0 from 334 annual accessleft 147
Early access has ended
00days
00hours
00min
00sec
Once the goal is reached, the Early Access conditions will change.
Security
Your money staysunder your control.
AI analyzes and explains, but does not manage: there are no auto purchases, no broker keys, the data does not go outside.
Doesn't manage money
AI shows observations and verifies scenarios. It does not give trading signals and does not execute trades.
Doesn't ask for broker password
The module only works on IntelInvest data. Broker keys and passwords are not requested.
Local infrastructure
Own computing circuit IntelInvest. Data does not go to public chat services.
Early Access
Enable AI moduleat early access price.
One module: all functions above. Two payment methods, annual payment is more profitable.
$18/ month
$36 after early access ends
- Full AI module
- Cancel at any time
- No annual commitment
$181/ year · ≈ $15 per month
$434 / year if paid monthly · savings $0
- Full AI module for a year
- The early access price remains valid for another year
- For 2 years: $362 instead of $869, benefit $507
- Access to new module functions
For a portfolio of $60K–$121K, annual access costs about 0.15–0.30% of capital.
- Included
- All new AI module: portfolio analysis, news, ideas, calendar, scenarios, idea checking, decision memory, constant monitoring.
- Not included
- Auto trading, money management, profitability guarantee and individual investment recommendation.
The early access price is valid for the duration of the active subscription. First launch goal: 334 annual access; Once achieved, the early access conditions will change.
Payment on the T-Bank page. Access will appear after confirmation of payment.
Converted at the Bank of Russia rate on 10/21/2026; payment is in RUB.
Before connecting
Let's show that AI findson your portfolio.
Leave your name and email: let’s look at what AI sees in your portfolio using a live example. Briefly, without purchase and spam: one letter.
Only e-mail for communication: no mailings or transfer of data to third parties.FAQ
Your questions,answered.
An AI module will appear: it looks at your portfolio, shows the main thing, personal news, ideas, calendar and scenarios. Everything that already exists remains: AI works on top of it.
IntelInvest AI
Your portfolio is already in IntelInvest.Now it can be analyzed by AI.
$18/ month
$181/ year · ≈ $15 per month
Access is activated in your IntelInvest.