Everything you need to understand your portfolio
Fluxus AI brings together risk analysis, allocation tracking, and plain-language reporting so you always know where you stand — without needing a finance degree.
Built for clarity, not complexity
Each feature is designed to answer a specific question about your money — how it's allocated, how exposed it is, and what to do next.
Portfolio Risk Scoring
Every holding is scanned and assigned a risk profile based on volatility, concentration, and historical drawdown behaviour. Instead of guessing whether your portfolio is "safe," you get a single, understandable score that updates as markets move.
- See risk at the portfolio level, not just per stock
- Understand concentration in a sector or single holding
- Get flagged when risk drifts from your stated goals
Know exactly where your money sits
Fluxus AI maps every asset — equities, funds, fixed income, and cash — into a single allocation view. No more piecing together statements from five different apps.
Connect your holdings
Bring together accounts and statements into one consolidated view.
Get an allocation breakdown
See exposure by asset class, sector, and geography at a glance.
Rebalance with confidence
Understand drift from target allocation and what adjustments matter most.
A straightforward analysis process
No jargon, no black-box scores — just a clear path from raw data to actionable insight.
Data Consolidation
Your holdings and transaction history are organised into a single, structured view.
AI-Assisted Review
Models trained on portfolio behaviour flag concentration, volatility, and drift patterns.
Plain-Language Report
Findings are translated into a report you can actually read and act on, not raw statistics.
Built around real investing situations
Whether you're managing a family's savings or your own portfolio, the features adapt to how you actually invest.
Retail Investors
Track your own portfolio's risk and allocation without needing a dedicated advisor for every decision.
Family Portfolios
Consolidate multiple accounts held across family members into one coherent risk and allocation picture.
Long-Term Planners
Monitor how your allocation evolves over years, not just react to daily market noise.
Analysis that fits how you actually make decisions
Most portfolio tools are built for professionals. Fluxus AI is built for the person reading a statement at the kitchen table, trying to figure out if their money is working the way it should.
- Reports written in plain language, not technical scores alone
- Focus on the decisions that actually move outcomes
- Consistent view across every asset you hold
See your portfolio clearly
Start using Fluxus AI's risk and allocation tools to understand what you own and why it matters.
No obligation. Explore the features at your own pace.