OpenAI API processing
The app sends a compact portfolio summary and up to five chat messages total, including the current question, through our server to the OpenAI API.
Ask questions about your crypto portfolio
Turn your holdings into a focused conversation. Ask about allocation, concentration, and portfolio composition—then verify the answer against your actual account data.
Portfolio-awareManual or Binance.com holdingsText answers onlyNot financial advice
Useful context, clear boundaries
The assistant works from a compact portfolio summary. It can help explain what is present, but it cannot predict markets or replace verified records and professional advice.
Natural-language interface
Ask ordinary questions instead of building formulas—for example, which assets are largest or how concentrated a portfolio appears.
Multiple-portfolio context
Questions can consider manually entered portfolios and supported Binance.com balance portfolios available in the app.
No trading actions
The assistant returns text. It cannot place trades, withdraw crypto, rebalance an account, or guarantee an outcome.
Visible limitations
AI output can be incomplete or wrong. Verify quantities, prices, calculations, and factual claims before acting.
Free iOS access
The AI assistant is currently included in the free iPhone and iPad app without an advertised premium tier.
How the AI assistant works
- 1
Create or connect a portfolio
Add holdings manually or connect a supported Binance.com balance portfolio with read-only permissions.
- 2
Open the AI assistant
Choose the AI assistant in the app. It builds a compact portfolio context from the holdings available in your account.
- 3
Ask one focused question
Start with a specific request such as identifying the largest position or summarizing allocation by asset.
- 4
Verify the response
Compare quantities and values with the portfolio screen. Treat explanations as a starting point, not financial advice.
Start with questions you can verify
“Which asset is my largest position by estimated value?”
“How much Bitcoin is listed across my portfolios?”
“Summarize my allocation by asset.”
“Which holdings make this portfolio most concentrated?”
“What information is missing before I can assess performance?”
“Explain the difference between quantity and current value.”
Context currently included
- Portfolio names.
- Asset symbols and quantities.
- Estimated total value for each holding.
- Up to five chat messages total, including your current question.
Never enter into chat
- Wallet seed phrases or private keys.
- Binance API keys or API secrets.
- Passwords, recovery codes, or one-time codes.
- Personal information unrelated to the question.
What happens to an AI request
In Crypto Portfolio Tracker
The current app keeps chat messages in the active screen's memory and does not write transcripts to the account database. Closing or reloading the chat clears that app-side history.
At OpenAI
OpenAI states that API data is not used to train its models unless the API account owner explicitly opts in. Under the default controls, abuse-monitoring logs may include prompts and responses and may be retained for up to 30 days. This app does not offer a processing-region selector.
Read OpenAI's current API data policyAI can sound confident and still be wrong
Prices change, portfolio inputs can be incomplete, and generated explanations can contain errors. Verify important answers against the portfolio screen, exchange records, primary sources, and a qualified adviser when appropriate.
Frequently asked questions
What information is sent to the AI service?
The current assistant sends OpenAI your portfolio names; asset symbols, quantities, and estimated total values; and up to five user/assistant messages total, including the current question. It does not intentionally include your Binance API key or secret.
Can the AI buy, sell, or rebalance crypto?
No. It produces text responses only. It cannot place orders, move assets, or make changes to your exchange account.
Is the assistant financial advice?
No. AI responses may be inaccurate, incomplete, or out of date. Verify every important fact and consult a qualified professional for decisions involving investments or taxes.
Can I use it without Binance?
Yes. You can add holdings manually and ask questions about those portfolios. The optional exchange integration is for Binance.com; Binance.US is not supported.
Does the AI remember every conversation forever?
No app-side chat history is written to your account database by the current implementation; messages remain in the active screen state, and each request includes at most five messages total. OpenAI may retain API prompts and responses in abuse-monitoring logs for up to 30 days by default.
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