For self-directed investors who want to understand their positions, not just watch them move.
Contexte IA
Binance liquidated ~$340M in longs between 13:47–14:05 UTC
Powell: "no rate cut before September" — Fed transcript
30-day realized vol: 62.4% · BTC/SPX 7d corr: +0.71
Ce contexte est factuel. Pas une recommandation d'achat ou de vente.
[SCREENSHOT_PRODUCT — 640×400px]
AI Context:
This context is factual. It is not a buy or sell recommendation.
API request
GET /v1/context/BTC?date=2026-05-28
Host: api.portfoliq.io
Authorization: Bearer <api_key>
Enriched response
{
"ticker": "BTC/USD",
"change_pct": -8.2,
"timestamp": "2026-05-28T14:03:00Z",
"context": {
"events": [
{
"description": "Binance liquidated ~340M$ long positions",
"window": "13:47–14:05 UTC",
"source": "Coinglass / on-chain"
},
{
"description": "Powell: no rate cut before September",
"time": "13:50 UTC",
"source": "Fed transcript"
}
],
"metrics": {
"realized_vol_30d": 62.4,
"btc_spx_corr_7d": 0.71,
"vol_source": "OHLCV CoinGecko"
}
},
"_meta": {
"model": "claude-haiku-4-5",
"prompt_version": "v2.1.0",
"methodology_version": "v1.4",
"generated_at": "2026-05-28T14:03:42Z"
}
}Here is what portfolIQ delivers for 3 recent assets. Real data, sourced context.
This context is factual. It is not a buy or sell recommendation.
This context is factual. It is not a buy or sell recommendation.
This context is factual. It is not a buy or sell recommendation.
Not financial advice. Methodology disclosed. Data provided for informational purposes only.
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Comparison as of 2026-05-28. Based on public documentation.
| Criterion | portfolIQ | Finary | Trade Republic | Koyfin | yfinance DIY |
|---|---|---|---|---|---|
| AI context sourced on moves | Yes | No | No | Partial | No |
| Crypto price freshness | EOD J+0 | Manual aggregate | Real-time | Real-time | J+1 |
| Sources cited by AI | Yes | N/A | N/A | No | N/A |
| EU ETF coverage | M6+ | Yes | Yes | Partial | Yes |
| CSV export / API | Yes (Pro) | No | No | Yes (paid) | Yes |
| EU hosting + GDPR | Yes | Yes | No (DE but…) | No | N/A |
| Monthly price | 0–12€ | 14,99€ | Free | 20$ | 0€/month + ~40h maintenance/year |
vs Finary
Finary is a wealth dashboard — it aggregates positions you already have. portfolIQ explains why prices moved, with sources. Different product.
vs Trade Republic
Trade Republic is a broker. portfolIQ is a data layer. No order execution, no brokerage — pure data + AI context.
vs Boursorama
Boursorama is a French bank. portfolIQ is not a bank. We don't hold your assets. We explain them.
vs yfinance DIY
yfinance is great — until you need to maintain it, source AI context, handle redistribution rights, and explain the data to non-engineers.
Start free. Upgrade only when you need it.
50 assets, 5 AI analyses/day, 30-day history. No credit card required.
Top 500 crypto, EU ETF coverage, alerts and CSV export.
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