A full AI review of your crypto portfolio — not generic advice, your actual holdings
Lumen AI analyzes your real portfolio across 7 sections: strengths, weaknesses, risk exposure, concentration, sector balance, market timing, and actionable next steps.
Key benefits
Every feature built with intention.
How it works
Connect your portfolio
Add your holdings manually or sync your exchanges. Lumen AI needs your real data to give you a real review.
Run your portfolio review
Trigger a full AI review from your Elite dashboard. Lumen AI analyzes your holdings against current market conditions in seconds.
Read and act on the insights
Get your 7-section report with specific, actionable recommendations — then use Lumen AI chat to dig deeper into any section.
Who it’s for
Serious holders
You've built a portfolio over time but never had an expert review it. Lumen AI gives you the honest assessment a financial advisor would — without the fee.
Risk-aware investors
Worried about concentration or sector exposure? The AI review quantifies exactly where your risk is and what to do about it.
Portfolio optimizers
Use the actionable next steps to systematically improve your portfolio over time — rebalancing, diversifying, and trimming weak positions.