Finance

Track Your Portfolio and Analyze Markets Through Conversation

Ask Adaptive for a stock quote, a technical analysis, or a portfolio update and get real answers with charts u2014 not just raw data. Daily market summaries, watchlist tracking, and technical indicators are built in.

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I manage a personal portfolio of about 25 stocks and ETFs across two brokerage accounts. I spend an hour every morning checking prices, reading news, and looking at charts. Can Adaptive do this for me?

Yes. I'll connect to market data APIs and set up your watchlist. Each morning you'll get a briefing covering overnight moves, pre-market activity, and any technical signals that fired on your holdings. You can also ask me for quotes, charts, or analysis anytime.

Market Data Connected

Real-time quotes and technical indicators active

I want to track RSI and MACD for my whole watchlist and get alerted when something crosses a key level. Also, I'd love a weekly portfolio performance summary with charts.

Done. I'm monitoring RSI and MACD across all 25 tickers. You'll get alerts when RSI crosses above 70 or below 30, or when MACD crosses its signal line. Your weekly summary will include portfolio returns vs. S&P 500, sector allocation breakdown, and price charts for your top movers.

Watchlist Monitoring Active

25 tickers • RSI + MACD alerts • weekly summary

Can I just ask you things like "show me AAPL's 6-month chart with Bollinger Bands" in the middle of the day?

Absolutely. Just ask and I'll pull the chart with whatever indicators you want — moving averages, Bollinger Bands, volume, RSI, MACD, or any combination. I'll also add a brief technical read, like "AAPL is testing the upper Bollinger Band on declining volume, suggesting the rally may be losing steam."

Ask Adaptive

How to set up stock analysis and charting in Adaptive

1

Add your watchlist and portfolio holdings

Enter your tickers and position sizes. You can organize them into groups like "Tech," "Dividends," or "Speculative" for focused analysis.

2

Choose your technical indicators

Select which indicators to track — RSI, MACD, moving averages, Bollinger Bands, volume, or others. Set the thresholds that matter to you (e.g., RSI > 70 or 50-day MA crossover).

3

Configure your daily and weekly summaries

Choose what goes into each briefing: portfolio performance, watchlist signals, notable market movers, sector rotation, or specific tickers you always want covered.

4

Start asking questions

Once set up, just ask Adaptive for any analysis — "how did my portfolio do this week?", "show me NVDA with RSI and volume", or "which of my stocks are most oversold right now?"

What you get with Adaptive's market analysis

Real-time quotes and charts

Get current prices and generate charts with any combination of technical indicators for any publicly traded stock or ETF. Charts include annotations and context.

Watchlist-wide technical scanning

Monitor RSI, MACD, moving averages, Bollinger Bands, and volume across your entire watchlist simultaneously. No more checking stocks one by one.

Daily market briefings

Wake up to a summary of overnight moves, pre-market activity, and technical signals that fired on your holdings — delivered before the market opens.

Weekly portfolio performance reports

Automated weekly summaries with returns vs. benchmarks, sector allocation, top/bottom performers, and annotated charts for your biggest movers.

Conversational analysis

Ask questions in plain English like "which of my holdings have the strongest momentum right now?" and get a structured answer with data, not a link to another tool.

Multi-timeframe analysis

Analyze any ticker across daily, weekly, and monthly timeframes. Compare short-term momentum against long-term trends in a single request.

Frequently asked questions

Common questions about stock and market analysis with charting.

Adaptive connects to financial data APIs that provide real-time and delayed quotes, historical OHLCV data, and fundamental data. The specific data providers can be configured based on your needs and any existing API subscriptions you have.

No. Adaptive is an analysis and monitoring tool, not a trading platform. It helps you track, analyze, and make decisions, but all trade execution happens through your brokerage.

Quote freshness depends on the data API you connect. With real-time data feeds, quotes are current to the second. With free-tier APIs, there may be a 15-minute delay. Adaptive indicates the data freshness in every response.

Stock and ETF analysis is the primary use case. Crypto coverage depends on the data API you connect. Options chain data can be pulled from supported APIs, though the technical analysis features are optimized for equity charts.

Fully customizable. You control which tickers are covered, which indicators are highlighted, whether to include sector-level analysis, and how detailed the commentary should be. You can change your preferences anytime in plain English.

Both. Casual investors benefit from the daily briefings and conversational interface. Active traders benefit from watchlist-wide technical scanning and multi-timeframe analysis that would otherwise require expensive charting platforms.

Ready to try it?

Describe what you need in plain English. Adaptive builds it for you in minutes — no code, no consultants, no waiting.

Get started