AI Portfolio Strategist

The Portfolio Strategist works from an exchange API key. When you create the key, grant read permission only: no trading, no withdrawals, and if your exchange supports IP whitelisting, use it. A read-only key lets Sindex see balances and trade history but cannot move a single coin, which is exactly the level of access a portfolio tool should have. Keys are stored encrypted and you can disconnect from Settings or revoke the key on the exchange side at any moment.

After syncing, the app shows each asset with its quantity, current value, share of the portfolio and profit or loss. Most people are surprised by this screen: a few winners left to run usually means one or two coins now make up the majority of the account.

The analysis is written for your portfolio, not generated from a template. It starts with the market-phase read — an assessment of whether the broad market is accumulating, expanding, distributing or declining, drawn from the same multi-timeframe sentiment data the Market screen uses — because a 70 percent altcoin allocation means something very different in each phase. It then examines concentration (how much of your value sits in the top one or two positions), the share held in stablecoins as dry powder, exposure to assets that tend to move together, and positions that have gone nowhere for a long time.

The output is a short written assessment followed by concrete suggestions: trim this position toward a target share, raise stablecoins ahead of a risk-off phase, or leave a well-balanced book alone. Each suggestion states its reason. The analysis is available on the Premium plan and is the part of the product where the AI does the most work.

Rebalancing is a habit, not an event. Many investors check monthly, or whenever one asset drifts more than a set number of points from its target share, and only then act. Reviewing more often than that tends to produce churn and fees. Sindex never places trades from the Portfolio Strategist; you keep full control of execution.

A simple rule that works well in practice: decide target shares in advance — say 40 percent Bitcoin, 20 percent Ethereum, 20 percent altcoins and 20 percent stablecoins — and only trade when a bucket has drifted more than five points. The Strategist makes this easy because it reports the current share of every asset next to its PnL, so you can see in one glance that altcoins have grown to 35 percent after a rally and that trimming them back would also lock in gains. Sell into strength, buy into weakness, and let the targets do the emotional work.

Crypto is volatile and an AI assessment is a structured opinion, not a guarantee. It does not know your tax situation, income or time horizon. Treat the suggestions as a second set of eyes, not as financial advice.