Portfolio Assistant
Portfolio Assistant
News that effects your portfolio!
News that effects your portfolio!
Daily AI portfolio summary
Daily AI portfolio summary
Market summaries in plain english
Market summaries in plain english
Built for investors who want clear understanding.
Built for investors who want clear understanding.
Built for investors who want clear understanding.
What is Intello?
Intello is an AI-powered portfolio intelligence platform that helps you understand why your portfolio moves - not just track balances. It connects to your brokerage, analyses your holdings, and explains performance, news and market impact in plain English.
About Intello.
Learn what Intello is, who it’s for, and why it’s different from other portfolio trackers.
Who is Intello for?
Intello is for investors who want clarity. If you’ve ever looked at your portfolio and wondered why it moved, or which news actually mattered to you, Intello is built for that. It works just as well for long-term investors as it does for people actively managing positions.
Who is Intello for?
Intello is for investors who want clarity. If you’ve ever looked at your portfolio and wondered why it moved, or which news actually mattered to you, Intello is built for that. It works just as well for long-term investors as it does for people actively managing positions.
Who is Intello for?
Intello is for investors who want clarity. If you’ve ever looked at your portfolio and wondered why it moved, or which news actually mattered to you, Intello is built for that. It works just as well for long-term investors as it does for people actively managing positions.
How is Intello different from other portfolio trackers?
How is Intello different from other portfolio trackers?
How is Intello different from other portfolio trackers?
How does Intello connect to my brokerage?
Intello connects securely to supported brokerages using read-only access. Once connected, your portfolio stays up to date automatically. You don’t need to manually enter trades or balances, and you can disconnect at any time.
How does Intello connect to my brokerage?
Intello connects securely to supported brokerages using read-only access. Once connected, your portfolio stays up to date automatically. You don’t need to manually enter trades or balances, and you can disconnect at any time.
How does Intello connect to my brokerage?
Intello connects securely to supported brokerages using read-only access. Once connected, your portfolio stays up to date automatically. You don’t need to manually enter trades or balances, and you can disconnect at any time.
Does Intello have access to my money?
Does Intello have access to my money?
Does Intello have access to my money?
What does the AI actually do?
What does the AI actually do?
What does the AI actually do?
Is the AI personalised to my portfolio?
Is the AI personalised to my portfolio?
Is the AI personalised to my portfolio?
How it Works.
See how Intello connects to your accounts, analyses your portfolio, and delivers personalised AI insights instantly.
Portfolio & Features.
Discover the tools and metrics Intello offers, from tracking holdings and dividends to market comparisons.
What can I track with Intello?
Intello covers everything you’d expect from a modern portfolio tracker. You can see your portfolio value, performance, holdings, cost basis, unrealised gains and losses, dividend income, dividend forecasts, transaction history, and benchmark comparisons. On top of that, Intello explains what’s happening and why.
What can I track with Intello?
Intello covers everything you’d expect from a modern portfolio tracker. You can see your portfolio value, performance, holdings, cost basis, unrealised gains and losses, dividend income, dividend forecasts, transaction history, and benchmark comparisons. On top of that, Intello explains what’s happening and why.
What can I track with Intello?
Intello covers everything you’d expect from a modern portfolio tracker. You can see your portfolio value, performance, holdings, cost basis, unrealised gains and losses, dividend income, dividend forecasts, transaction history, and benchmark comparisons. On top of that, Intello explains what’s happening and why.
Does Intello support dividend tracking?
Does Intello support dividend tracking?
Does Intello support dividend tracking?
Can I compare my portfolio to the market?
Can I compare my portfolio to the market?
Can I compare my portfolio to the market?
Does Intello support dividend tracking?
Does Intello support dividend tracking?
Does Intello support dividend tracking?
How long does it take to set up?
Most people are set up in under two minutes. Once your brokerage is connected, Intello starts analysing your portfolio automatically.
How long does it take to set up?
Most people are set up in under two minutes. Once your brokerage is connected, Intello starts analysing your portfolio automatically.
How long does it take to set up?
Most people are set up in under two minutes. Once your brokerage is connected, Intello starts analysing your portfolio automatically.
Do I need to manually enter transactions?
Do I need to manually enter transactions?
Do I need to manually enter transactions?
What markets are supported?
What markets are supported?
What markets are supported?
Getting Started.
Learn how easy it is to set up Intello and start getting actionable portfolio insights within minutes.
Security & Privacy.
Understand the measures in place to keep your data secure, private, and fully under your control.
Is Intello secure?
Yes. Security is taken seriously. Intello uses encrypted connections and industry-standard protections to keep your data safe, both in transit and at rest.
Is Intello secure?
Yes. Security is taken seriously. Intello uses encrypted connections and industry-standard protections to keep your data safe, both in transit and at rest.
Is Intello secure?
Yes. Security is taken seriously. Intello uses encrypted connections and industry-standard protections to keep your data safe, both in transit and at rest.
Do you store my brokerage login details?
Do you store my brokerage login details?
Do you store my brokerage login details?
What happens if I disconnect my account?
What happens if I disconnect my account?
What happens if I disconnect my account?
Do you sell or share my data?
Do you sell or share my data?
Do you sell or share my data?
What happens if I disconnect my account?
You can disconnect your brokerage at any time. Once disconnected, Intello immediately stops syncing data from that account.
What happens if I disconnect my account?
You can disconnect your brokerage at any time. Once disconnected, Intello immediately stops syncing data from that account.
What happens if I disconnect my account?
You can disconnect your brokerage at any time. Once disconnected, Intello immediately stops syncing data from that account.
Why is Intello a paid product?
Why is Intello a paid product?
Why is Intello a paid product?
Can I cancel anytime?
Can I cancel anytime?
Can I cancel anytime?
Pricing & Access.
Get clear details on plans, features, and why Intello is a paid product focused on clarity and privacy.
Support.
Find out how to get help, ask questions, and stay updated on new features and improvements.
How do I get help or ask questions?
You can reach out through the Contact page at any time. Feedback and feature requests are always welcome.
How do I get help or ask questions?
You can reach out through the Contact page at any time. Feedback and feature requests are always welcome.
How do I get help or ask questions?
You can reach out through the Contact page at any time. Feedback and feature requests are always welcome.
Is Intello still being developed?
Is Intello still being developed?
Is Intello still being developed?