QuantPilot is a personalized AI stock advisor that analyzes your portfolio using your own investment philosophy, risk rules, and checklists. Not generic signals — your strategy.
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Define your investment philosophy, risk rules, and buy/sell checklists. Claude follows them exactly — no generic advice.
Real-time prices from Polygon.io show your exact gains and losses per position, updated every 60 seconds.
Get a full portfolio analysis each morning — market mood, P&L per position, rule violations flagged, and 3 clear action items.
Claude flags any position that breaks your stated risk rules — position size limits, stop-losses, sector concentration.
Pose custom questions to your portfolio. 'Should I add to NVDA?' 'Is my tech exposure too high?' Claude answers using your rules.
Every analysis is saved. Track how your portfolio and AI recommendations have evolved over time. Export any analysis.