Frequently asked questions
Answers to the questions we hear most often about how Bhaltos analyses portfolios, how liquidity stays with you, and what to expect when getting started.
What does Bhaltos actually do?
Bhaltos provides AI-driven analysis of your investment portfolio — surfacing patterns, concentration risks, and allocation observations. The analysis is informational; it does not place trades or take control of your assets.
Who holds my assets and liquidity?
Your assets remain under your own control at all times, held wherever you currently custody them. Bhaltos does not take custody of funds or securities; our role is limited to analysis and insight.
Do I need investment experience to use this?
No. The platform is built to present analysis in plain language, though it is intended to support — not replace — your own judgment or that of a qualified financial adviser.
How does the AI generate its analysis?
Our models process the portfolio data you provide and apply statistical and pattern-based techniques to highlight structure, exposure, and trends. Methodology details are outlined in our methodology section on the homepage.
Is the analysis a recommendation to buy or sell?
No. Output from Bhaltos is provided for informational purposes only and should not be treated as personalised financial, legal, or tax advice. Decisions about your portfolio remain entirely yours.
What data do I need to provide?
Typically, a summary of your current holdings, allocations, and any relevant account statements. You control exactly what is shared and can choose to anonymise or limit data at your discretion.
Is my data kept secure and private?
We treat portfolio data as confidential and use it solely to generate your analysis. For full detail on handling, retention, and your rights, please refer to our privacy policy.
How long does it take to get results?
Most analyses are generated shortly after your information is submitted. Exact turnaround can vary depending on the complexity and size of the portfolio under review.
Can Bhaltos be used for any type of portfolio?
The platform is designed to work across a range of portfolio structures and asset types. If you are uncertain whether your specific holdings are suitable for analysis, reach out before getting started.
Is there a cost to use Bhaltos?
Pricing details are shared during onboarding and depend on the scope of analysis you request. Contact us via the lead form to discuss what applies to your situation.
Can I stop using the service at any time?
Yes. Because Bhaltos never holds your assets or liquidity, you are free to discontinue use at any point without affecting access to your own holdings.
Who can I contact with further questions?
You can reach us through the contact details listed in the footer, or use the get-started form to have a member of the team follow up with you directly.