AI portfolio tracker for brokerages, exchanges and wallets: how Portfolio Intelligence in Ambre works
Portfolio Intelligence is the part of Ambre that works as an AI portfolio tracker: it brings positions from three account types (brokerages, exchanges and wallets) into one view, keeps watching them and raises signals and tasks; AMBR has not yet published the list of supported venues, the connection method or a price, and this page marks each of those gaps.
Ambre is an AI system. Its outputs can be wrong. It does not give personal investment advice. Where a transaction is offered, it is carried out by a licensed AMBR group entity or a third-party provider, not by the AI.
Not financial advice. Crypto is highly volatile and may drop in value significantly. You may lose the amounts you invest and your investments do not benefit from any form of financial protection.
Join the Ambre waitlist Connections table: what is supported today
What the tracker shows
AMBR says Ambre “turns fragmented financial information into personalized financial intelligence”. Portfolio Intelligence does the first half of that job: it gathers what you hold in different places so that you and the agent look at the same picture. The live site names three feature blocks for Ambre: Portfolio Intelligence, Personalized Market Signals and Ongoing Monitoring & Tasks. This page describes each in AMBR's own words and adds no metrics, charts or asset counts of its own. For the mechanics behind any product of this kind, read the guide on how an AI finance agent works.
One view across three account types
AMBR describes Portfolio Intelligence as working “across brokerages, exchanges, and wallets”. Those are the three places where a self-directed investor usually holds assets: shares and funds with a brokerage, crypto on an exchange, and crypto in a wallet the investor controls. One view means the positions are listed together instead of in three apps behind three logins. Which providers of each type can be connected is not published.
Changes since you last looked
The use of a tracker lies in the difference between two moments: what you held when you last checked, and what you hold now. AMBR's name for this part of Ambre is Ongoing Monitoring & Tasks, which says the watching continues while you are away. AMBR has not published how Ambre presents changes, over which periods, or how far back its history goes.
Signals tied to what you hold
Under the label Personalized Market Signals, AMBR says Ambre helps users “identify market signals that matter to them”. Read plainly, a personalised signal is one chosen with your own positions in view, not a general market feed. A signal is information. It is not a call to buy or sell, and Ambre does not give personal investment advice. The sources behind the signals and the way they are selected are not published.
Connections: what is supported
AMBR has not published a list of supported venues. The table holds everything that can be said today: the three account types come from the live Ambre page, and every other cell waits for AMBR to publish it. No brokerage, exchange or wallet is named here, because AMBR has named none.
| Account type | Connection method | Data read | Write access | Status |
|---|---|---|---|---|
| Brokerage | Not yet published | Not yet published | Not yet published | Not yet published |
| Exchange | Not yet published | Not yet published | Not yet published | Not yet published |
| Wallet | Not yet published | Not yet published | Not yet published | Not yet published |
Source: the live Ambre page for the three account types; no venue list, documentation or pricing page is published on the AMBR site. Last reviewed .
When AMBR fills the table in, read each column as an answer to one question about a connection:
- Connection method
- How the link is made: a read-only API key, a sign-in at the provider, a public wallet address or a file you upload.
- Data read
- What the tracker can see: balances, positions, and whether past transactions are included.
- Write access
- Whether the connection can do anything other than read. For a tracker, the answer to expect is no.
- Status
- Whether the connection is available, in testing or planned.
Read access versus write access
Before you connect an account to any tracker, find out what the connection allows. Read access lets a tool look. Write access lets it act. The points below hold for portfolio trackers in general. Which method Ambre uses, and which permissions it asks for, has not been published.
Read-only API keys
Many exchanges let an account holder create an API key and choose what it may do. A read-only key lets software fetch balances, positions and past trades. It cannot place an order or move funds. If a tracker asks for a key, create one for that tracker alone, leave trading and withdrawal switched off, and delete the key when you stop using the tool.
Watch-only wallet addresses
A wallet on a public blockchain can be followed from its public address. Anyone who has the address can see its balance and transfers, and nobody can move the assets without the private key. A tracker never needs a seed phrase or a private key to show a wallet. Treat a request for either as a reason to stop.
Why withdrawal permissions stay off
A key that can trade or withdraw turns a data leak into a possible loss of assets: whoever copies the key can act on the account. A read-only key limits the damage to exposure of your balances and history. The guide to read-only keys, allow-lists and other agent risk controls has the full checklist, the security page covers data access: read versus write for the AMBR agents, and the glossary defines read-only API key and other terms used on this page.
| Permission | What it allows | Needed |
|---|---|---|
| Read | See balances, positions and history | yes |
| Trade | Place and cancel orders | no |
| Withdraw | Move assets out of the account | no |
A general description, not a statement of what Ambre requests. Last reviewed .
Monitoring and tasks
AMBR's name for this part of Ambre is Ongoing Monitoring & Tasks. In general terms, a monitoring task has two parts: a condition and a notice. You state the condition, for example a holding passing a level you choose, or one position growing beyond a set share of the total. The software keeps checking and tells you when the condition is met.
The notice is where a tracker stops. A signal or an alert is information for you to weigh. It is not an instruction to buy or sell, and it says nothing certain about what a price will do next. AMBR says Ambre works “with users remaining in control of consequential decisions and actions”.
AMBR has not published which task types Ambre offers, how notices reach you or whether a task can be paused. The page on Ambre, the AI agent for personal finance covers what the agent reads, what it prepares and where it stops.
a monitoring task, in general terms
- watches
- A condition you set on what you hold.
- tells you
- When the condition is met.
- does not
- Buy, sell or move assets on a signal. The decision stays with you.
- status
- Task types in Ambre not yet published.
Limits and data handling
A tracker holds a detailed record of what you own, so its limits and its data rules matter as much as its features. AMBR has not published these values for Ambre. Each row names the value to look for and why it matters. Price is in the table because the AMBR site has no pricing page.
| Item | Published value | Why it matters |
|---|---|---|
| Refresh frequency | Not yet published | A balance that is hours old can mislead you in a fast market. |
| History kept | Not yet published | It decides how far back you can compare. |
| Data retention | Not yet published | How long records stay after you disconnect an account or leave. |
| Model training | Not yet published | Whether your holdings are used to train AI models, and whether you can refuse. |
| Export | Not yet published | Whether you can take your records with you in a usable file. |
| Deletion | Not yet published | Whether you can have records erased, and how quickly. |
| Price | Not yet published | No price or fee schedule is published on the AMBR site. |
Source: the AMBR site, where no documentation or pricing page is published. Last reviewed .
The privacy policy explains how personal and financial data is handled, and the security page sets out the permissions, data access and approvals for the AMBR agents.
AI portfolio tracker versus a spreadsheet, an exchange app and an aggregator app
Every way of keeping track has a cost. The last row states the main drawback of each option, Ambre included.
| Question | Portfolio Intelligence in Ambre | Spreadsheet | Exchange app | Aggregator app |
|---|---|---|---|---|
| Covers accounts at more than one provider | yes, across brokerages, exchanges and wallets; providers not yet published | yes, whatever you type in | no, in most cases only that exchange | yes, for the providers it supports |
| Updates without manual entry | yes, monitoring is described as ongoing; refresh rate not yet published | no | yes, for that exchange | yes, at the app's own refresh rate |
| Explains changes in words | yes, written by an AI system, so it can be wrong | no | no, in most cases | no, in most cases |
| Needs access to your accounts | yes; the method is not yet published | no | no, it is the account | yes, through keys, sign-ins or addresses |
| Main drawback | By invitation only. The venue list is not published. AI summaries can be wrong. No tax reports are claimed. | Manual upkeep. It is out of date soon after you fill it in, and formula errors are yours to find. | It shows one venue and leaves out everything you hold elsewhere. | Coverage depends on the app's provider list, and one more company holds your connection details. |
The other three columns describe typical tools; individual products differ. Last reviewed .
How to start
List what you would connect
Write down each account by type: brokerage, exchange or wallet. For each one, check whether the provider offers read-only access, so you know what to ask for.
Read the limits first
The Ambre page sets out what Ambre does and where it stops. The FAQ answers questions about connecting accounts, regulation and the company.
Join the waitlist
Ambre is available by invitation, and verified clients of Amber Premium receive first access. The public step is the Ambre waitlist at h5.ambre.ai.
- Access
- By invitation, with a public waitlist
- Price
- Not yet published
- Invitation timing
- Not yet published
- Where it runs
- The waitlist is a web page. No app-store link is published on the AMBR site.
Portfolio tracker FAQ
Can Ambre show crypto wallets and stock brokerages in one view?
Yes, that is the stated purpose of Portfolio Intelligence. AMBR describes the feature as working across brokerages, exchanges and wallets, the three places where people usually hold stocks and crypto. AMBR has not published which providers are supported or how each one connects, so check the connections table on this page before you count on a particular account being covered.
Does the tracker need trading or withdrawal permissions?
No tracker needs them to show balances. Reading positions takes read access only: a read-only API key on an exchange, or a public address for a wallet. AMBR has not published which permissions Ambre asks for when you connect an account, so treat any request for trading or withdrawal rights as a question to raise before you agree.
How often is portfolio data refreshed?
AMBR has not published a refresh frequency for Portfolio Intelligence. The live site describes monitoring as ongoing, without saying whether balances update in real time, at set intervals or on request. Until a figure is published, treat any balance as possibly out of date and confirm it in the account itself before you act on it.
Is the AI portfolio tracker free?
AMBR has not published a price for Ambre or for Portfolio Intelligence, so nobody outside the company can say whether the tracker is free. Ambre is available by invitation, with verified clients of Amber Premium receiving first access, and the waitlist is the only public step. No price or fee schedule is published on the AMBR site.
Can Ambre rebalance my portfolio?
No, not on its own decision. AMBR says users remain in control of consequential decisions and actions. Ambre informs and monitors; any transaction is your choice and is carried out by a licensed AMBR group entity or a third-party provider, not by the AI. Whether Ambre can prepare a rebalancing order for you to approve has not been published.
Regulatory disclosure
Portfolio Intelligence is a feature of Ambre, a software product of Amber International Holding Limited (Nasdaq: AMBR), whose trading brand is AMBR. The listed parent claims no financial licence of its own. Two group entities hold licences for their own virtual-asset services. Those licences do not make Ambre a licensed adviser, broker or custodian.
Ambre is an AI system. Its outputs can be wrong. It does not give personal investment advice. Where a transaction is offered, it is carried out by a licensed AMBR group entity or a third-party provider, not by the AI.
Not financial advice. Crypto is highly volatile and may drop in value significantly. You may lose the amounts you invest and your investments do not benefit from any form of financial protection.
This page is for information only and is not investment advice.
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The page on licences and regulatory status gives the full record for each entity. The About page sets out who is behind Ambre, and the learn hub collects guides to AI agents in finance.
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Related guides
Three guides from the AMBR research team take the points on this page further. They are for information only and are not investment advice.
- Guide
- What an AI finance agent is, and how it reads your accounts: the definition, the four levels of autonomy and the difference from a chatbot.
- Guide
- Five risk controls for AI agents that can reach wallets and exchange accounts, including why a tracker needs read access only.
- Guide
- AI agent liability: who answers when an agent acts on your money, with the rules by jurisdiction.
Ambre is available by invitation
Portfolio Intelligence is part of Ambre. Ambre is an AI system and does not give personal investment advice.