Features

Stratium Features

Stock Watcher Portfolio Optimizer Stratium AI Workflow Comparison Use Cases

Stock Watcher

Stock Watcher is the portfolio-building and portfolio-tracking foundation of Stratium. It is where users create their portfolio structure, organize holdings, and prepare scenarios for further analysis.

Core Module

What Stock Watcher does

Create and manage custom portfolios in a structured way.
Track holdings at the portfolio level rather than using a loose watchlist.
Organize multiple portfolio ideas in one platform.
Duplicate an existing portfolio to test alternative scenarios.
Prepare portfolio inputs for optimization and AI analysis.

Best for

Investors who want to move from scattered ideas to organized portfolio versions that can be tested and compared properly.

Typical use

Start with an existing portfolio, clone it, create new versions with changes such as gold or oil exposure, and keep the original intact.

Portfolio Optimizer

Portfolio Optimizer is the allocation analysis engine of Stratium. It helps users compare what they currently hold with a more structured optimized allocation.

Analysis Engine

What Portfolio Optimizer does

Run optimization on selected portfolios.
Compare current allocation with optimized weights.
Review portfolio metrics before and after optimization.
Evaluate several scenario portfolios within the same framework.
Use optimization output as a practical decision-support layer.

Best for

Investors who want a clearer answer to whether their current portfolio structure is efficient, concentrated, or worth rebalancing.

Typical use

Compare the current portfolio against an optimized version, then repeat the same process for multiple scenario portfolios.

Stratium AI

Stratium AI is the natural-language reasoning layer of the platform. It allows users to ask questions about their portfolios, scenarios, and optimization results in one connected interface.

Context-Aware AI

What Stratium AI does

Answer natural-language questions about portfolio scenarios.
Help compare multiple portfolio versions.
Work with the context generated by the user’s workflow.
Support structured chat sessions and stored conversations.
Enable users to return to earlier AI threads for continuity.
Help translate portfolio analysis into clearer decision-making.

Stratium AI is most useful because it does not sit in isolation. It works on top of portfolio structure and optimizer outputs, making the conversation more relevant and more actionable.

Best for

Investors who want to ask focused questions such as which scenario is stronger, how a portfolio change affects structure, or which version appears more suitable for the next phase of the market.

Typical use

After building several portfolio scenarios and optimizing them, ask Stratium AI which version appears more balanced or better aligned with the intended objective.

Workflow Diagram

Stratium is designed as one connected process rather than as separate tools. The user starts with a portfolio idea, creates scenarios, optimizes them, and then uses AI to reason through the final choice.

Build Portfolio

Create the base portfolio and organize holdings in Stock Watcher.

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Create Scenarios

Duplicate the portfolio to test new allocations, exposures, or strategy ideas.

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Optimize Allocation

Compare current weights with optimized weights using Portfolio Optimizer.

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Ask Stratium AI

Use AI to compare scenarios and support the final portfolio decision.

How the Modules Work Together

Each module has a distinct role, but the value of Stratium comes from how they connect into one decision workflow.

Module	Primary Role	Main Output	Why It Matters
Stock Watcher	Portfolio creation and scenario setup	Structured portfolio versions	Turns raw investment ideas into organized portfolios that can be tested.
Portfolio Optimizer	Allocation analysis	Current vs optimized comparison	Helps users evaluate whether a portfolio structure can be improved.
Stratium AI	Context-aware reasoning	Natural-language decision support	Helps users interpret scenarios and translate analysis into action.

Example Use Cases

Compare adding gold, oil, or both

Start with an existing portfolio, duplicate it into several scenario versions, optimize each version, and ask Stratium AI which structure appears more suitable.

Evaluate current vs optimized portfolio structure

Use Portfolio Optimizer to compare your present allocation against an optimized version and identify whether the portfolio appears concentrated, unbalanced, or worth reworking.

Organize portfolio ideas without overwriting the original

Use Stock Watcher to keep a clean base portfolio while creating several copies for testing different macro views or allocation changes.

Use AI after analysis, not before it

After building scenarios and reviewing optimizer outputs, use Stratium AI to reason through the final choice with much better context.