It would be great given the AI tools available to be able to export Portfolio details in a AI machine readable format (see also beta version of just ETF) so that one can further analyse a portfolio with AI
AI should be able to read XML and also CSV files, so go for it.
I know but exploiting transactional detail brings an additional layer of insights - AI can access and read the original portfolio file but its analysis and outcome is not always reliable
Maybe this thread is useful for you: Using AI to analyze a Portfolio Performance XML file — has anyone else tried this?
Personally, I do not want AI to analyse my portfolio, so never tried it.
I use it today ao. to have Ai analysing on a second layer and get a look trhough to my indirect stazkes in individual companies given the number of ETF’s and holding companies I’m invested in