Product Overview

2.1 AI Portfolio Agent

At the core of Portiq is an intelligent agent that connects directly to the user’s on-chain wallet and continuously analyzes asset composition. The agent provides real-time insights, including token distribution by percentage, chain-based exposure, concentration metrics, and portfolio volatility signals.

This process is fully automated. Once the wallet is connected, Portiq immediately generates a diagnostic report that reflects the user’s current risk profile, diversification level, and structural weaknesses in the portfolio.

2.2 Rebalancing Strategy Engine

Portiq does more than diagnose — it prescribes. Based on market conditions, user-defined preferences, and AI-identified risks, the rebalancing engine suggests optimal allocations between key categories such as:

• Bitcoin (BTC)

• Ethereum (ETH)

• Altcoins

• Stablecoins

Strategies are designed to be flexible, ranging from conservative (e.g., increasing stablecoin buffers during volatility) to aggressive (e.g., rotating into momentum-based tokens). These strategies are informed by historical backtests and updated dynamically as markets evolve.

2.3 On-Chain Risk Sensing

Portiq continuously monitors on-chain metrics to detect abnormalities that may impact a user’s portfolio. These include:

• Sudden price spikes or drops in held tokens

• Unusual transaction volume related to wallet tokens

• Large inflows or outflows from major holders or protocols

• Cross-chain exposure risks

When anomalies are detected, Portiq sends alerts and suggests immediate strategic adjustments to minimize downside or capitalize on opportunities.

2.4 Simulation and Backtesting

Before executing a strategy, users can simulate the outcome using Portiq’s backtesting framework. The system estimates potential returns based on historical data and visualizes performance under different market conditions.

This gives users the ability to test multiple rebalancing approaches without committing real assets — a key differentiator from traditional portfolio apps.

2.5 Alert and Monitoring Mechanism

To maintain engagement and proactive decision-making, Portiq includes a smart alert system. Users receive notifications when:

• Asset allocation becomes too concentrated

• Strategy execution is recommended based on market shifts

• A better-performing allocation is detected

• A previously simulated strategy reaches its hypothetical target

Alerts are delivered via Telegram or web dashboard, ensuring users stay informed and in control regardless of their location or platform.

Portiq is designed not just as a dashboard, but as a decision support system for crypto investors. By combining AI, automation, and actionable intelligence, it enables users to navigate volatility with confidence and precision.