Understand Your PortfolioNot just your portfolio value.

Whether you're just starting to invest or building a sophisticated portfolio, AurumFlow adapts to your goals, experience, and investing style — growing with you as you grow.

Portfolio Score

82Healthy

Goal-aligned

Diversification

Risk fit

Goal match

AI insight — in plain English

Your tech exposure is 41% — trimming to 30% could lift your score from 82 → 88 and better fit your long-term growth goal.

+2.34%today

NVDAearnings beat

Most investing apps tell you what happened.
AurumFlow helps you understand why — and how to improve.

Portfolio Score

See how healthy your portfolio really is.

One score built from your diversification, risk, and goal alignment — with the highest-impact moves ranked in plain English. Built around YOUR goals and investing style.

Diversification across sectors and assets
Risk fit matched to your tolerance
Goal alignment tied to your horizon
Plain-English explanations for every number

Why your score matters

Your score isn't a grade — it's a guide. It shows the highest-impact moves you can make right now, written so you actually understand them.

Healthy

Your portfolio is

On track for retirement at 60

Updated live · 2 min ago

Goal alignment88

Fits your 25-yr horizon

Diversification71

Tech is 41% — slightly concentrated

Risk fit84

Matches your 'Moderate' profile

AI personalization

An AI that knows your portfolio.

Personalized to your experience level — approachable for beginners, sharp for advanced investors.

Ask AI

Live

Why is my portfolio risky right now?

Tech is 41% of your holdings and NVDA alone is 14%. That single position drives most of your day-to-day swings.

Ask AI, anytime

Get an answer about your actual holdings — not generic advice.

Mentor's Narrative

Today

"Your portfolio held up better than the S&P this week — your bond allocation cushioned the tech sell-off. Here's the lesson: that 15% you debated adding last month is doing exactly what it's supposed to."

Written for your experience level

Mentor's Narrative

A daily story about what's happening in your portfolio — and what to learn from it.

In Plain English

Sharpe Ratio · 1.24

You're getting solid returns for the risk you're taking — better than most balanced portfolios.

Beta · 1.18

When the market moves 1%, your portfolio tends to move about 1.18%. Slightly more volatile than average.

In Plain English

Every metric explained simply, so you actually understand what you own.

Connect your real accounts

Works with the brokers you already use

Robinhood, Fidelity, Schwab, Webull, Coinbase and 39+ supported brokerages.

Robinhood

Connected

Fidelity

Connected

Charles Schwab (Read-Only)

Connected

Vanguard (US)

Supported

Webull (US)

Connected

Interactive Brokers

Connected

Public

Connected

E*TRADE

Connected

Coinbase

Connected

Kraken

Connected

Chase Invest

Waitlist

Wells Fargo

Waitlist

Empower (Personal Capital)

Supported

Wealthsimple

Connected

eToro

Supported

Trading 212

Connected

SoFi Invest

Soon

Merrill Edge

Soon

Robinhood

Connected

Fidelity

Connected

Charles Schwab (Read-Only)

Connected

Vanguard (US)

Supported

Webull (US)

Connected

Interactive Brokers

Connected

Public

Connected

E*TRADE

Connected

Coinbase

Connected

Kraken

Connected

Chase Invest

Waitlist

Wells Fargo

Waitlist

Empower (Personal Capital)

Supported

Wealthsimple

Connected

eToro

Supported

Trading 212

Connected

SoFi Invest

Soon

Merrill Edge

Soon

Read-only · Bank-level encryption · Your credentials are never stored by AurumFlow.

Understand your portfolio.
Become a better investor.

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Follow the journey

Understand Your PortfolioNot just your portfolio value.

See how healthy your portfolio really is.

An AI that knows your portfolio.

Works with the brokers you already use

Understand your portfolio.Become a better investor.

Understand your portfolio.
Become a better investor.