SEC-registered investment adviser

AI Portfolio Manager

Connect your accounts, review your allocation, and see where your portfolio may have drifted from your target.

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See it reason through your allocation

Portfolio Manager
Live
Am I overweight US tech?
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Portfolio Manager
Stocks32%
ETFs24%
Bonds16%
Crypto10%
Startups8%
Funds6%
Cash4%
US Technology exposure 23.8%
Target 18.0% +5.8% over target → review tech positions
Your US technology exposure is above your target. Review whether reducing your largest technology positions could bring your allocation closer to target.
Ask anything about your portfolio…

Illustrative example only. Not a recommendation.

What your AI Portfolio Manager checks

Illustration of an AI brain representing 8FIGURES' AI-driven portfolio analysis AI
AI Portfolio Manager
Portfolio drift

See where your current allocation differs from your target.

Contribution direction

See how new contributions could move you closer to target without selling.

Rebalancing priorities

Focus on the allocation gaps that look most meaningful for your profile.

Recommendation rationale

Read the plain-English reasoning behind each suggestion before you act.

Cash levels

Review whether idle cash is above or below the level you set.

Concentration

Spot when one position, sector, or theme grows into a larger share than you intended.

What the Portfolio Manager does

Smart rebalancing

Flags allocation drift and highlights rebalancing actions for you to review when your portfolio moves meaningfully away from target.

Proactive alerts

Get alerts when connected account data indicates your allocation, cash level, or concentration has moved outside your selected ranges.

Goal-based allocation

Allocations tuned to your risk tolerance, time horizon, and goals; the plan adjusts as your goals and contributions evolve.

Deep fund analysis

Breaks down fund and ETF exposure so you can review concentration by asset class, sector, country, or holding.

Getting started takes three steps

Connect what you already have and act on a clear plan.

1

Connect your bank, brokerage, and crypto accounts.

Binance
kraken
Ledger
Coinbase
Questrade
CHASE
Fidelity
Schwab
Capital One
Trust Wallet
MetaMask
2

Set up your investor profile and financial goals.

Risk tolerance
Moderate
Your goal
1,500,000$
Time horizon
36 months
3

Ask AI and get insights on your holistic portfolio.

How should I rebalance toward my target?
Your US tech exposure is above target. Reducing your largest tech positions and adding to international funds could move you closer to target.
Your bonds are below target. Directing this month's contribution there could help bring your allocation closer to target.

Not a robo-advisor. Not a brokerage. A second opinion on the portfolio you already own.

Robo-advisors often manage assets inside their own portfolios. 8FIGURES analyzes the accounts you already use and shows where your allocation may need attention.

You keep custody You decide what to act on You place any trades yourself

Put your portfolio on a clear path to your goals.

A full investment team, on a flat fee, that answers only to you.

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How Portfolio Manager works with the rest of your AI investment team

This page

Portfolio Manager

Builds & rebalances your allocation.

Research Analyst

Digs into every stock you own.

Risk Officer

Monitors risks & challenges others.

Tax Advisor

Optimizes for after-tax returns.

Financial Planner

Tracks progress to your goals.

Common questions

What is an AI portfolio manager?+
An AI portfolio manager reviews your actual holdings across allocation, concentration, and cash, and highlights where your portfolio may have drifted from your target. 8FIGURES reads your connected accounts and produces a tailored, prioritized set of recommendations for you to review, with the reasoning behind each one. You decide what to act on.
Does 8FIGURES trade for me or manage my money?+
No. 8FIGURES is read-only by default, so it cannot place trades or move your funds. It recommends a clear plan and explains why; you decide what to act on and execute trades yourself in your own accounts. You stay in control at every step.
How is this different from a robo-advisor?+
A robo-advisor takes custody of your money and puts it into its own funds. 8FIGURES never custodies your assets or steers you into proprietary products. It sees all of your accounts together and gives read-only guidance you choose to review and act on.
What accounts can I connect?+
Connect taxable brokerage accounts, retirement accounts, bank accounts, and crypto exchanges and wallets, all in read-only mode. 8FIGURES treats them as one portfolio so your allocation and rebalancing plan reflect everything you own.
Is my financial data safe?+
Yes. Connections use bank-level security and AES-256 encryption, with strict access controls. Even our team can't access your financial data without your explicit approval, and your data is never sold.
What is AI portfolio rebalancing?+
AI portfolio rebalancing compares your connected holdings with your target allocation and highlights areas that may have drifted. 8FIGURES can suggest actions for you to review, but it does not place trades or move your money.
Can it see all of my accounts together?+
Yes. Once connected, your brokerage, retirement, bank, and crypto accounts are treated as one portfolio, so every recommendation reflects your complete picture, not a single account in isolation.