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🧠 Portfolio AI Export

Export your whole portfolio, as the Dashboard shows it, to ask an AI about its structure, its performance, a recurring investment plan or your tax losses. The options and how to paste are in the AI Export overview.

📍 Where to Find It

On the Dashboard, select AI Export in the toolbar, next to Refresh. It first opens on Recurring Investment Plan.

The export follows the Dashboard:

  • the brokers you own with a share above 0%, narrowed by the broker filter when it is on; brokers shared with you as an Editor or a Viewer are left out;
  • the Dashboard currency, with the last day of its date range as the export date.

The button turns on once the Dashboard has loaded your brokers, and stays off if you own none with a share above 0%.

📤 Export Data

Choice What you get
Portfolio Overview & History Positions, cash, allocations, performance, flows, income, recorded costs, an economic FIFO summary, a compact market context per asset, and drawdown
Portfolio Asset History Detailed prices, returns, indicators, states and events for each asset you hold, with coverage

🎯 Analyses

Analysis What the AI does
Recurring Investment Plan Plans conditional recurring investments from your figures, asking only for what it is missing
Portfolio Rebalancing Compares your allocation with the targets you give and frames conditional rebalancing paths
Portfolio Performance & Market Drivers Explains your result and researches dated market drivers for every asset you hold: use an AI that can search the web
Capital-Loss Offset Strategies Explores how available or expiring tax losses might offset gains, using your FIFO lots
📅 Recurring Investment Plan — what the AI will ask you

The AI starts from your data and asks only what changes the plan: how much you can invest and how often, your goal and horizon, how large a decline you can stand, and practical limits such as liquidity, brokers, minimum orders or assets to avoid. It never guesses these answers, can sketch conditional scenarios in the meantime, and compares investing at once with investing in stages.

🧾 Capital-Loss Offset Strategies — have your tax facts at hand

FIFO lots are LibreFolio's economic calculation, not your legal tax position. Before comparing paths, the AI asks for your tax residence and regime, the account type, and your official tax-loss inventory (for example the Italian cassetto fiscale) with amounts, categories and expiry dates. It never suggests a trade just for tax reasons.