ARYA AI COPILOT

Your financial AI.
Always in context

ARYA AI is built into Wealth+, Crypto and Trading. Reading your actual data to help you interpret, simulate and decide. Right where you need it.

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Saxo®
Binance™
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Metatrader™
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Metatrader™
Saxo®
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TradingView™
ARYA AI Copilot
How is my portfolio currently structured?
Your total net worth is €7.1M, mainly allocated to private equity and real estate.
Liquidity remains low at 7%, which may reduce flexibility for short-term opportunities.
Portfolio summary
Private Equity
49%
Real Estate
40%
Cash & Liquidity
7%
How can I improve liquidity?
Consider increasing cash allocation by 3–5% to improve flexibility while maintaining long-term growth exposure.
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AI Copilot

An AI layer across the full
ARYA platform.

ARYA includes an AI assistant integrated into Wealth, Crypto and Trading to help users interpret information in the same place where they are already making decisions.

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AI in action

Designed to support decisions at every level

24/7
Always on, always available.
3 layers
Wealth+, Crypto and Trading.
1 context
Your data. Your answers.
1 environment
Inside your workflow
ARYA AI Copilot
Today
What's the weakest part of my financial situation right now?
Your main weakness appears to be too much wealth tied up in illiquid assets, especially Private Equity and Real Estate.
Weakness snapshot
Liquidity risk
Main weakness
Private Equity 48.9%
Real Estate 39.5%
Cash / Liquid Assets 6.3%
That means your net worth looks strong, but your financial flexibility may be limited. The issue is likely concentration plus low liquidity, not debt or solvency.
A secondary weakness is your Stocks Long Term portfolio, which is down about 30.5%, but it is relatively small so it is not the biggest structural risk.
In one sentence: your finances look strong overall, but the weakest part is heavy concentration in illiquid private assets with relatively limited liquidity.
How can I improve my liquidity without selling my core assets?
Your portfolio is very concentrated in crypto, not broadly diversified.
Being down 30% does not automatically mean you should sell. The bigger issue is that many of your positions are tied to the same theme.
Concentration risk
Crypto exposure
Overlap
BTC
ETH
SOL
MSTR
COIN
You should probably think less in terms of cutting everything or holding everything, and more in terms of keeping the highest-conviction core positions while reducing weaker, overlapping, or very small speculative positions.
Where should I reallocate my underperforming assets to improve my overall returns?
The goal is less about chasing return and more about reducing concentration risk. Your portfolio is heavily exposed to one theme — crypto and crypto-linked equities.
Suggested reallocation
Better balance
Strategy
Keep BTC, ETH
Reduce SOL, MSTR, COIN
Exit ADA, DOT, POL
Redirect freed capital toward broad index exposure like SPY and QQQ for better diversification and stability.
GLOBAL LAYER

Ask. Understand. Decide.

ARYA’s AI Copilot helps you understand what is happening across your portfolio, your positions and your strategies, instantly, without leaving your workflow.

Context-Aware Intelligence

ARYA AI understands your full financial situation across all products to deliver relevant, personalized insights, never generic.

Global Exposure Intelligence

A unified view of your risk and allocation across Wealth, Trading, and Crypto to help you stay balanced and in control.

WEALTH+

One AI layer across all your financial decisions

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Financial Clarity Engine

Transforms your assets, cashflow, and projections into clear insights so you can make better long-term financial decisions.

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Scenario & Projection Intelligence

Simulates future outcomes based on your decisions to help you plan, arbitrate, and optimize your financial trajectory.

ARYA TRADING

Your AI coach. Active before, during and after every trade.

ARYA AI plugs directly into your broker. Every trade you make becomes data. Data becomes insight. Insight becomes better decisions.

AI Trade Intelligence

Real-time analysis of market structure, technical signals, and volatility to highlight high-probability setups with clear insights.

AI Risk Control

Continuously monitors your positions and exposure to help you size correctly, protect capital, and trade with consistency.

ARYA AI Crypto Copilot
Today
I want to jump into crypto. I don’t have any. How much should I invest into it? Which crypto should I invest in?
If you want a small first step into crypto, allocate 3% of your $50k portfolio = $1,500.
Suggested allocation
Top 3 crypto approach
$1.5k
BTC 60% · $900
ETH 25% · $375
SOL 15% · $225
This gives you exposure to the largest and most established crypto assets while keeping the position size controlled relative to the full portfolio.
So if I start small, how should I enter?
I would phase into the position instead of buying everything at once.
Splitting the allocation over several entries can reduce timing risk and make the first move into crypto more controlled.
ARYA CRYPTO

Your crypto portfolio. Understood in seconds.

Ask ARYA AI anything about your crypto and get an answer built from your actual positions, not market noise.

Smart Market Insights

Real-time AI analysis combining technicals, fundamentals, and sentiment to surface high-probability opportunities and key risks.

Cross-Platform Risk Alignment

ARYA AI analyzes your positions across Wealth, Trading, and Crypto to reveal hidden exposures and keep every decision aligned.

integration

Streamline workflows, save time, enhance performance

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Frequently asked questions

Everything you want to know explained clearly

What is ARYA AI?

ARYA AI is an intelligent assistant built directly into the ARYA platform across Wealth, Crypto, and Trading. It reads your actual data, your positions, your portfolio, and your strategies in real time, and helps you interpret what's happening and what to do about it. Not a separate chatbot you open in another tab. An AI that lives where your decisions are made.

How is ARYA AI different from ChatGPT?

ChatGPT knows about the world. ARYA AI knows about you. Generic AI assistants work from public information and broad context. ARYA AI works from your actual portfolio, your positions, your allocation, and your strategy in real time. It helps you think more clearly and consider angles you might miss, but the final call is always yours. The difference between asking a stranger for directions and asking someone who knows exactly where you are and where you're going.

Which ARYA products include the AI?

All of them. ARYA AI is integrated across Wealth, Crypto, and Trading. One consistent layer of intelligence, available wherever you are in the platform. No add-on, no separate subscription. It's part of the system.

What can I actually ask ARYA AI?

Anything that touches your financial situation. In Wealth: understand your net worth evolution, simulate a financial decision, evaluate your exposure.
In ARYA Wealth+: model the impact of a major decision. Buying a property, reallocating your portfolio, paying down debt before you commit.
In ARYA Crypto: analyze your allocation, identify drift, assess risk.
In ARYA Trading: interpret market conditions, score a trade setup, validate a strategy assumption. The more specific your question, the sharper the answer.

Is ARYA AI available 24/7?

Yes. Markets don't wait for business hours and neither does ARYA AI. Whether you're reviewing your portfolio at 7am or evaluating a trade setup at midnight, the AI is available the moment you need it, with full context of your current positions.

Can ARYA AI help me avoid emotional decisions?

That's one of its core functions. Emotional decision like panic selling, FOMO buying, overexposure without realizing it, happen when you're acting on feeling rather than data. ARYA AI gives you structured reasoning at the exact moment you're about to make a decision, replacing impulse with clarity. It doesn't tell you what to feel. It shows you what the numbers say.

Does ARYA AI work across all my products simultaneously?

Yes. Because ARYA AI is embedded in every product, it maintains consistent reasoning across your entire financial picture. A decision you're evaluating in Trading can be contextualized against your Wealth situation. Your Crypto exposure informs your overall allocation view. One AI layer, full picture.

Can ARYA AI be wrong?

ARYA AI provides analysis and reasoning based on your data and market context. It's a decision support tool, not an oracle. It helps you think more clearly and consider angles you might miss, but the final call is always yours. The goal isn't to replace your judgment, it's to make sure your judgment is informed.

Does ARYA AI learn from my behavior over time?

ARYA AI works from your current data and positions in real time. Every time you interact with it, it reads your actual situation, so its answers are always grounded in where you stand today, not a cached version of your portfolio from last month.

Is ARYA AI included in my subscription?

Yes. ARYA AI is integrated into Wealth+, Crypto, and Trading no extra cost, no separate plan to unlock. But it takes its full dimension in ARYA One: connected simultaneously across all products, it gives you a single AI layer across your entire financial life wealth, crypto, and trading at once.