Introduction

1.1 What is Portiq?

Portiq is an AI-powered portfolio intelligence platform designed to help crypto investors manage their on-chain assets more strategically. By analyzing wallet data in real-time, Portiq identifies portfolio imbalances, assesses risk exposure, and provides actionable rebalancing strategies tailored to current market conditions.

Unlike conventional portfolio trackers that simply display token balances, Portiq acts as an intelligent assistant. It empowers users to make proactive, data-informed decisions through simulation, strategy comparison, and automated rebalancing — all accessible via a streamlined web interface and a Telegram mini-application.

Portiq is built for those who believe portfolio management should evolve beyond passive monitoring. It transforms the way users interact with their crypto holdings, offering deeper insight, automation, and reward-based engagement.

1.2 Vision and Mission

Vision To become the standard AI portfolio strategist for decentralized investors, enabling smarter asset management and resilient performance in volatile markets.

Mission Portiq seeks to democratize access to intelligent portfolio tools by offering a user-friendly system that combines real-time analysis, rebalancing simulations, and actionable recommendations. Through this approach, Portiq supports users of all experience levels in achieving better investment outcomes.

1.3 The Need for Portfolio Intelligence

The rapid growth of multi-chain ecosystems has introduced new complexity into crypto investing. Users often hold assets across multiple wallets and networks, but lack the tools to holistically assess or adjust their positions in response to market shifts.

Common challenges include:

• Fragmented portfolios with unbalanced asset weights

• Limited understanding of exposure to volatility or risk

• Missed opportunities due to delayed or emotional decisions

• Lack of simulation tools to test strategies before execution

Traditional solutions in the market focus on tracking rather than optimizing. Portiq addresses this gap by providing a framework for intelligent portfolio decisions — powered by AI, enriched with analytics, and accessible through familiar interfaces.

This platform is not just for observation, but for action. Portiq redefines the crypto portfolio experience with proactive, automated, and strategic engagement.