Portfolio Terminal

Portfolio Terminal is a private, web-based wealth management application designed for long-term investors and households to centralize financial and non-financial assets. The platform enables users to import holdings from multiple brokers with a review-before-import workflow, ensuring data accuracy before updates are applied. It provides comprehensive portfolio intelligence, including risk monitoring (VaR, Sharpe Ratio), dividend tracking, benchmark comparisons, and tax-aware performance analysis without requiring user sign-ups.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch Portfolio Terminal mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "Portfolio Terminal",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]