Spot concentration and imbalances before they weigh on your portfolio.
Set up your portfolio — up to 10 stocks — and Sergio IA analyses it with real market data: it tells you what to trim, add or sell right now, not a generic opinion.
Test different weights between positions and generate outlooks at 1 month, 3 months and 1 year in a single request. Every analysis is saved in your personal library, by date.
ACCESS MY PORTFOLIO WITH SERGIO IA
See the portfolio as a whole, not as ten isolated positions.
Sergio AI organises concentration, balance and scenarios so you can spot risks that are hard to see at a glance.
Clear input
Your positions and the weights you want to review.
Visible process
Whole-portfolio analysis with real data and multiple horizons.
Your decision
Decide what to keep, reduce or review with a complete view.
An analysis and decision-support tool. It does not promise returns or replace your risk management.
What you find inside
What's excess, what's missing and what to sell
The analysis goes straight to what matters: excessive concentration, uncovered gaps and which position weighs more than it should.
Up to 10 stocks and weights tailored to you
Set up your real portfolio or test different weights between 4% and 30% per position before deciding how to allocate your capital.
Outlooks at 1 month, 3 months and 1 year
A single request generates readings split by time horizon, so that the short and long term don't get mixed into a single conclusion.
10 analyses a month
Monthly quota to review your portfolio as often as market conditions change, not just once a year.
Discount if you already have Institutional Radar
Subscriber to Institutional Radar Annual or Monthly: you access My Portfolio with Sergio IA at half price, with its own quota.
It does not manage your money or execute any order: it gives you the reasoned diagnosis so that you make the decision on what to move.
Who it is for (and who it is not)
My Portfolio with Sergio IA is for you if:
- You already have a portfolio built and want to truly know what risk it hides, not just how the year has gone.
- You want to test different weights before moving real money between positions.
- You would rather review your portfolio with up-to-date market data than leave it on autopilot.
It is not for you if:
- You are looking for someone to manage your money for you — this is an analysis, not a discretionary management service.
- Your portfolio has more than 10 positions and you don't want to simplify it to analyse it — today the analysis covers up to 10 stocks.
Before you decide
"Do I need to already have a portfolio built?"
No: you can also use it to test different weights between positions before deciding how to allocate your capital from scratch.
“I already have Institutional Radar — is it worth adding?”
Yes: as a subscriber to Institutional Radar (Annual or Monthly) you access My Portfolio with Sergio IA at half the price of the individual plan, with its own monthly quota.
"What happens if I use up the month's analyses?"
You can add an extra analysis pack that accumulates (unused) for up to 6 months, instead of being lost when the month changes.
“What if it is not for me?”
On the Monthly plan you can cancel renewal from My Account. On single-payment Annual you can turn off automatic renewal at any time and keep access until the year already paid ends. Annual instalments are an annual subscription split into four quarterly payments.
Choose flexibility or savings
Amounts shown include taxes. The final price is confirmed with your billing country before going to Stripe.
SEE PLANS AND SUBSCRIBEChoose how you want to start
Subscribe to it on its own or, if you are already a subscriber to Institutional Radar, add it at the exclusive reduced rate.
The price is calculated automatically and confirmed with your billing country before payment.
My portfolio with Sergio IA
My portfolio with Sergio IA — Annual
$499.00 tax included per year
With Annual Institutional Radar: $24.90/month (50% off), also available annually or in four instalments.
Twelve months of portfolio reviews with Sergio AI, for the price of ten: watch your risk all year, not just when you remember to.
- 10 analyses per month with real market data
- Two months of savings versus monthly billing
Split annual payment: 4 quarterly instalments of $137.23 ($548.92 total), taxes included. Save one month versus twelve monthly payments.
Choose quarterly paymentIf a quarterly instalment charge fails, the subscription is cancelled automatically and that account will not be able to subscribe again to any annual plan with quarterly payment; it can subscribe again via full annual payment.
My portfolio with Sergio IA — Monthly
$49.90 tax included per month
With Annual Institutional Radar: $24.90/month (50% off), also available annually or in four instalments.
Do you really know what risk your portfolio is hiding? Sergio AI analyzes it with real market data and tells you what to trim, add, or sell.
- 10 analyses per month with real market data
- Test different weightings across 10 stocks
- Personal library saved by date
Frequently asked questions about My Portfolio with Sergio IA
When do I get access?
Immediately after completing payment, with the same account you subscribe with.
Is there a lock-in?
The Monthly plan renews month by month and you can cancel its renewal from My Account. The Annual one-off payment covers a full year and lets you deactivate automatic renewal at any time. The instalment Annual plan is an annual subscription split into four quarterly payments and requires completing all four instalments.
What is the price if I am already a subscriber to Institutional Radar?
Half the price of the individual plan, with its own quota: a higher monthly quota if your Radar is Annual than if it is Monthly.
What happens to the analyses I don't use?
The base plan's quota does not carry over from one month to the next. Extra analysis packs do: whatever you don't use accumulates for up to 6 months.
How do I cancel?
From My Account → Settings you can manage renewal. You keep access until the end of the period already paid.
Is this financial advice?
No. My Portfolio with Sergio IA generates a structured analysis to support your own decision-making process; it does not manage your money or execute any order. Investment decisions are exclusively yours and at your own responsibility.
Stop trusting your portfolio blindly.
Set it up, review Sergio IA's analysis with real market data and decide what to move.
Immediate access · Manage your renewal online · Reduced rate for Radar subscribers