PortfoliosLab pages can be dense. A symbol or portfolio analysis may include returns, drawdowns, risk-adjusted ratios, benchmark metrics, dividends, correlations, and much more. That is useful data, but it is not always easy to interpret or turn into a clear next question.

We added Copy for AI to make that workflow simpler.

What we added

Symbol pages, portfolio pages, and stock comparison pages now include a Copy for AI button. It turns the current page into clean markdown context that you can paste into ChatGPT, Claude, or another AI chat.

The copied output is structured for analysis rather than screenshots. It includes labeled sections, exact metric names, date ranges, benchmark settings, and tables where the data needs to be compared side by side.

That matters because AI tools are much more useful when they are grounded in the actual numbers. Without providing exact context to AI, you can never tell if it's guessing or not. If the model does not know the benchmark, time period, risk-free rate, drawdown history, or correlation data, it may fill in the gaps. So instead of asking a model to infer from a screenshot or a few manually typed metrics, you can give it the full analytical context and ask a sharper question.

It also makes PortfoliosLab analysis more interactive. You can start with the platform's calculations, then use AI to explore the interpretation: what changed, what looks fragile, what is redundant, and what scenario would hurt the portfolio most.

What you can ask

Copy for AI is useful when you want a second pass on the data. You can ask it to explain a metric, challenge a thesis, compare trade-offs, or stress-test a portfolio against a specific scenario.

For example, after copying a semiconductor ETF page, you might ask why a one-year Sharpe ratio looks exceptional while the all-time Sharpe ratio is much lower. After copying a portfolio, you might ask whether ten holdings are genuinely diversified or mostly one sector bet. After copying a stock comparison, you might ask whether the extra return is worth the extra drawdown and volatility.

You can also check documentation page with prompt examples and sample copied output.

Availability

Copy for AI is available on Plus and Pro plans.