Block2Learn PRO · Portfolio & Market Intelligence
From your portfolio data to a clearer view.
One premium environment to analyze your portfolio, measure risk and return, simulate scenarios, follow the markets every day and build more structured decisions.
One subscription, five areas of value
Everything you unlock with Block2Learn PRO.
Select an area. Essential information stays immediately readable; full feature lists and methodology notes open only when you need them.
Your Block2Learn context, available where you want to use it.
Use The Bullionaire directly inside Block2Learn for contextual explanations across your accessible content and Portfolio Hub. Or manually connect Block2Learn to ChatGPT or Claude through the read-only MCP connection and continue the analysis in the AI environment you already use. Free accounts can use MCP within a monthly call allowance; active PRO members have unlimited MCP calls.
- Built-in Bullionaire chat for accessible articles, permitted Research, market analysis and Portfolio Hub context.
- Portfolio-aware explanations of assets, allocations, performance, concentration, exposures and available metrics.
- Access to Portfolio Pro Intelligence metrics and analyses available to your account.
- Read-only MCP connection for ChatGPT and Claude available to Free and PRO accounts: Free usage is limited by a monthly call allowance, while PRO usage is unlimited.
- No trades, transactions, account changes or portfolio modifications through the external connection.
- Optional Advanced AI mode on Block2Learn for deeper reasoning when your device supports it.
The Bullionaire on Block2Learn ChatGPT & Claude via MCP
Ask questions in a familiar chat experience and move from data to context without leaving Block2Learn.
- Consult Block2Learn content available to your account
- Understand articles, permitted Research and market analysis
- Read and interpret your Portfolio Hub data
- Understand assets, allocations and performance
- Explore concentration, exposures and available metrics
- Use available Portfolio Pro Intelligence analyses
- Receive educational and contextual support
Block2Learn members can manually connect their account to ChatGPT or Claude through MCP and let those services read the authorized context needed for analysis in real time. Free accounts can use the connection within their monthly call allowance; active PRO members have unlimited MCP calls. No separate Block2Learn plugin is required.
- Profile data necessary for the connected service
- Your portfolios and available asset information
- Allocations, performance, concentration and exposures
- Available Portfolio Pro Intelligence metrics and analyses
- Authorized watchlists
- Public Block2Learn articles and market analyses
- Research available under your active membership
- If PRO is no longer active, MCP remains available under the Free monthly call limit and PRO-only context is no longer exposed
Read-only by design
The external MCP connection can read authorized information only. It cannot modify your portfolio, add or delete data, buy or sell assets, execute transactions, change your account or alter your subscription. Courses, lessons, the Learning Path, protected educational content, course progress and certificates are never exposed through the external connection, including when those courses have been purchased.
Optional Advanced AI on Block2Learn
Advanced AI mode is optional and enabled voluntarily by the user when deeper reasoning and more detailed responses are wanted directly inside The Bullionaire chat. It can remain disabled or be turned off at any time. These requirements apply specifically to the optional Advanced AI mode, and availability depends on the capabilities of the device and browser being used.
- Minimum: desktop computer
- Minimum: updated Chrome or Edge
- Minimum: WebGPU enabled
- Minimum: HTTPS connection
- Minimum: at least 8 GB of RAM
- Minimum: about 2 GB of available GPU memory
- Recommended: 16 GB of RAM
- Recommended: about 4 GB of available GPU memory
- Heavier profile: may require about 7 GB of available GPU memory
- Not recommended: smartphones, tablets or Safari
From monitoring to simulation: one complete command center.
Monitor & UnderstandMeasure Risk
A PRO dashboard, aggregated view and immediate reading of your portfolio structure.
- Single or aggregated portfolio
- Advanced periods and custom date range
- Selectable currency and benchmark
- Analyzed net worth
- Annualized return
- Maximum Drawdown iThe largest observed percentage loss from a peak to the following trough. It should be read together with duration and recovery.
- HHI Concentration iAn index measuring how much capital is concentrated in a small number of positions. The higher it is, the lower the effective diversification.
- Primary Goal progress
- Portfolio value history
- Allocation by asset class
- Top exposures
- Data coverage and reliability
- Qualified automated insights
- Configuration saving and export
Risk and return metrics with clear visibility into methodology and data quality.
- Cash-flow-adjusted total return
- Volatility and downside deviation
- Sharpe Ratio iRelates excess return to total volatility. On its own, it does not fully describe downside risk.
- Sortino Ratio iCompares return with downside volatility only, focusing on unfavorable movements.
- Maximum Drawdown and recovery
- Historical VaR and CVaR 95% iHistorical estimates of tail losses. They depend on the observed sample and are neither forecasts nor guarantees.
- Cumulative return
- Drawdown timeline
- Return distribution
- Percentage of positive periods
- Time-Weighted Return
- Modified Dietz
- Money-Weighted Return / XIRR
- Rolling returns when sufficient data is available
Plan & SimulateOptimize & Compare
Scenario Lab and Goal Planner PRO let you explore alternatives without changing real portfolio data.
- Whole-portfolio stress testing
- Crypto Stress, Broad Sell-off and Liquidity Squeeze presets
- Custom shocks by asset class
- Time horizon from 1 month to 5 years
- Monthly contributions or withdrawals
- Assumed annual return or recovery
- Simulated final value and immediate impact
- Difference from the baseline scenario
- Impact on Goal achievement
- Simulated path chart and drivers table
- Save, reopen and compare scenarios
- Multiple, unlimited Goal Plans
- What-if analysis for contributions, lump sums, return and target date
- Illustrative probability of reaching the Goal
Allocation tools, Rebalance Studio and custom benchmarks compare the current structure with a target structure.
- Professional allocation by asset class
- Effective number of positions
- Valued and unvalued positions
- Position weights and top contributors
- Map of the largest positions
- Current vs target allocation and drift by class
- Full rebalancing
- New capital only
- Concentration reduction
- Cash preservation
- Turnover and HHI before/after
- Theoretical Buy, Reduce or Hold indications
- Custom multi-component benchmarks
- Excess Return and comparison chart
- Beta, correlation and Tracking Error when sufficient aligned history exists
Save & Report
Save your work, reopen it and build reports consistent with the analysis performed.
- Saved Views
- Saved Scenarios
- Saved Benchmarks
- Saved Reports
- Monthly Portfolio Report
- Quarterly Review
- Risk Report
- Goal Progress Report
- Allocation Report
- Scenario Analysis
- Annual Review
- Selectable report sections
- Reusable configurations
- Export of available results and data
- Manual results refresh
A daily briefing designed to go beyond the headlines.
The PRO Newsletter delivers an in-depth analysis of the market environment, using images, charts and connections across macro, traditional finance and digital assets.
- A new PRO edition every market day.
- Structured analysis, not a simple news roundup.
- Context, risks, catalysts and practical implications.
- Private archive of previous editions.
- Access from the Block2Learn PRO section.
Model Portfolios designed to make the methodology visible.
Four illustrative portfolio frameworks, with documented methodology and reviews as each model is published to show their logic, allocation and changes over time.
- Private Model Portfolio collection.
- Clear allocation and investment rationale.
- Periodic updates and revision history.
- Context on objectives, risk and time horizon.
- Informational content only: no automatic replication or personalized advice.
More operating freedom and earlier access to the ecosystem.
PRO removes the main Portfolio Hub limits, removes the monthly MCP call limit and gives you priority access to new Block2Learn tools and services.
- Unlimited Crypto Wallet Sync; Free is limited to 3 addresses.
- Unlimited Goal Plans; Free is limited to 1 Goal.
- Unlimited MCP calls; Free accounts have a monthly call allowance.
- Early access to previews of new tools and services.
- Dedicated promotional offers, whenever available.
- Access included with either the monthly or annual Block2Learn PRO plan.
Model Portfolios.
Built to be followed.
Four experimental AI model portfolios, each guided by a distinct mandate. AI researches markets and determines model allocations within predefined rules. Monthly reviews document decisions, evidence and risks. Simulated capital; no real-money execution or personalized investment advice.
Global Equity
Long-term capital growth through global equities, combining business quality, valuation and geographic and sector diversification.
MODEL PROFILE
Balanced Core
Pursue returns and greater stability through a disciplined balance of global equities, bonds and cash.
MODEL PROFILE
Real Assets
Allocate to resources, infrastructure and listed real estate, combining real-economy growth opportunities and cash distributions.
MODEL PROFILE
Innovation & Digital
Explore tomorrow’s innovation trends: AI, robotics, semiconductors, space, blockchain and digital assets, with explicit risk limits.
MODEL PROFILE
Experimental AI models with USD 10,000 initial simulated capital each. Snapshot data — not live. Compositions and dated observations appear after each model’s first official review.
Understand the models.
What are these portfolios?
Experimental, educational model portfolios. AI makes research and allocation decisions within an approved mandate. The website records a simulation; it does not manage client funds or execute trades.
What does the AI do?
AI evaluates market information, prepares the allocation and explains additions, removals and unchanged positions. AI can make mistakes; a mandate and an explanation do not guarantee results.
Is the ,000 capital real or a minimum investment?
Each model starts with USD 10,000 of simulated capital at its first official allocation. It is a common reporting base, not money deposited, a minimum investment or a suggested investment amount.
Are prices and portfolio values live?
No. Prices and values reflect recorded observations and remain unchanged until the next update. The dashboard displays review dates and price observation times. Different markets can have different observation times.
How often are the models reviewed?
The intended schedule is one review per model each month, with the four models reviewed in rotation. A review can keep the allocation unchanged. Until scheduling is activated, no automatic publication cadence is promised.
What happens between reviews?
The displayed snapshot stays fixed. Market prices can move and actual weights can drift. There is no continuous monitoring, automatic stop-loss execution or trading between observations.
How are quantities and returns calculated?
The USD simulation allows fractional units and no external deposits or withdrawals. Verified prices and FX observations value the existing units. A Hold keeps quantities unchanged; a rebalance recalculates units at the supplied reference prices. Cash distributions stay in the model until a rebalance. The initial calculation is gross of commissions, spreads, taxes and custody charges; instrument expenses may already affect market prices.
Are these backtested or real-money results?
The official simulation history begins with the first recorded allocation. It is not a real-money trading record. Any future backtest must be separately labelled and must not be merged into the official forward simulation.
Can I reproduce the results?
Your outcome may differ because of timing, currency conversion, available instruments, fractional-share availability, spreads, fees and taxes. The model is not personalized advice or a promise of achievable returns.
Free vs PRO
The difference is in the depth.
Portfolio Hub Free remains the starting point. PRO adds analytical depth, greater operating freedom and exclusive content.
| Feature | Portfolio Hub Free | Block2Learn PRO |
|---|---|---|
| Wallet Crypto Sync | Up to 3 addresses | Unlimited |
| Goal Plan | Up to 1 Goal | Unlimited |
| Portfolio analytics | Essential metrics | Complete PRO dashboard and metrics |
| Bullionaire AI & MCP | MCP connection with monthly call limit | Bullionaire AI + unlimited MCP calls |
| Scenarios, Rebalancing and Benchmarks | Not included | Advanced labs and comparisons |
| Newsletter | Free edition | Daily Market View PRO + archive |
| Model Portfolios | Not included | Four reference frameworks; compositions and reviews as published |
| Previews and offers | Standard access | Early access and dedicated benefits |
Transparency by design
Analytical power. Clear boundaries.
Choose your billing period
The same PRO. Two billing options.
There is no difference in features: choose monthly flexibility or the better annual value.
Billed monthly. The most flexible option.
- All Portfolio Intelligence features
- Bullionaire AI chat + unlimited GPT/Claude MCP calls
- Unlimited wallets and Goals
- PRO Newsletter and archive; Model Portfolio previews
- Early previews and member benefits
Equivalent to $16.67/month. Save $40 compared with 12 monthly payments.
Best value · 2 months free- All Portfolio Intelligence features
- Bullionaire AI chat + unlimited GPT/Claude MCP calls
- Unlimited wallets and Goals
- PRO Newsletter and archive; Model Portfolio previews
- Early previews and member benefits
Block2Learn PRO provides informational and analytical tools. It does not execute transactions and does not constitute personalized financial advice. Prices are shown in US dollars.
Frequently asked questions
Before you join PRO.
Do the monthly and annual plans unlock different features?
No. Both plans unlock the same product and every PRO feature. Only billing frequency and savings are different.
Can The Bullionaire, ChatGPT or Claude buy, sell or change my portfolio?
No. The Bullionaire and the MCP connection to ChatGPT and Claude are read-only with respect to portfolio and account actions. They cannot modify your portfolio, add or delete data, buy or sell assets, execute transactions, or change your account or subscription.
How does the MCP connection to ChatGPT and Claude work?
The connection is configured manually in a compatible AI client; no separate Block2Learn plugin is required. It lets ChatGPT or Claude read the Block2Learn context authorized for your account in real time, including public articles and market analyses, Research available under your active membership and, when available to your plan, portfolio data, asset information, allocations, performance, concentration, exposures, Portfolio Pro Intelligence metrics and analyses, and authorized watchlists. Free accounts can use MCP up to their monthly call allowance; active PRO members have unlimited MCP calls. Courses, lessons, the Learning Path, protected educational content, course progress and certificates are excluded even when purchased. If PRO is no longer active, the connection remains available under the Free monthly call limit and PRO-only context is no longer exposed.
What do I need to enable AI directly on Block2Learn?
Advanced AI mode is optional and must be enabled voluntarily. For this mode, use a desktop computer with an updated version of Chrome or Edge, WebGPU enabled, an HTTPS connection, at least 8 GB of RAM and about 2 GB of available GPU memory. We recommend 16 GB of RAM and about 4 GB of available GPU memory. A heavier profile may require about 7 GB of available GPU memory. This mode is not recommended on smartphones, tablets or Safari.
Do simulations change real Goals or portfolios?
No. Scenario Lab, Goal Planner and Rebalance Studio produce illustrative analyses that remain separate from real data.
What happens to items above the Free limits?
Wallets and Goals above the Free limit appear locked, without synchronization or calculations, together with the option to upgrade to PRO.
Are the Model Portfolios personalized recommendations?
No. They are informational and educational models illustrating methodology, allocation and updates; they do not consider an individual user’s personal circumstances.
Block2Learn PRO
Turn more data into more structure.
Portfolio Intelligence, The Bullionaire chat, unlimited MCP calls with ChatGPT and Claude, daily market analysis and Model Portfolio framework previews in one premium membership.
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