Portfolio Tracker
Stop logging into 5 different exchanges to check your balances. TradingWizard aggregates your accounts into a unified, encrypted heatmap where Kai AI can see your real-time risk exposure.
Secure API Connections
1. Connect Exchanges
Go to the Connect Exchange tab on the Dashboard. We currently support Binance and OKX, with Coinbase, Kraken, and traditional stock brokers rolling out soon. We only ask forRead-Only API Keys—we never hold custody of your funds.
2. Heatmap Visuals
Once synced, the AI organizes your assets by asset class (Crypto vs. Fiat) and plots them on a Treemap-style Heatmap, with green/red shading denoting 24-hour performance.
Kai AI Integration
The true power of this feature is that Kai can "see" your bags.
When you chat with Kai, you can say:
"Kai, I am heavily exposed to ETH. Analyze the chart and tell me if I should hedge."
Kai will trigger its fetch_portfolio_balances() tool, pull your 30 ETH balance, run a technical scan on ETHUSDT, read the latest Ethereum blockchain news, and then give you a tailored risk-management strategy.
Next: Master The Market
Read curated AI reports and algorithmic strategies in the Academy.