README.md

---
title: PortWise
emoji: 📊
colorFrom: indigo
colorTo: purple
short_description: AI Trading Copilot for self-directed investors
---

# PortWise

**Your AI Trading Copilot — ask a question, get the facts, make the call.**

PortWise tracks what changed, surfaces what matters, and turns market noise into proactive, risk-aware trading context for self-directed investors. You stay in control of every investment decision.

[![Website](https://img.shields.io/badge/🌐_Website-portwise.io-5a50e8?style=for-the-badge)](https://portwise.io)
[![Twitter](https://img.shields.io/badge/𝕏_Twitter-@Portwise__AI-000?style=for-the-badge)](https://x.com/Portwise_AI)
[![Discord](https://img.shields.io/badge/💬_Discord-Join_Community-7289DA?style=for-the-badge)](https://discord.gg/vtrCzSZt)

---

## ✨ What is PortWise?

PortWise is an AI-powered investing copilot. Instead of hunting across multiple tabs for market data, filings, or watchlist changes, you ask PortWise a question — about a stock, an ETF, or your portfolio — and it uses up-to-date financial data to explain the key facts, risks, and market context in plain language.

> 🛡️ **Research mode by default** — PortWise does not place orders or make decisions for you. It lays out the evidence and the downside case, then you make the call.

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## 🚀 Core Capabilities

| | Feature | Description |
|---|---|---|
| 🔍 | **Investing Q&A** | Ask about any stock, ETF, or portfolio move. PortWise connects market data, filings, news, and trading data to organize the key facts, risks, and possible reasons. |
| 🧠 | **Personalized Context** | It remembers the assets you follow, your investment preferences, and your portfolio context. No need to explain everything from scratch each time. |
| 💬 | **IM Alerts** | Connect to **Telegram**, **Feishu**, **WeChat**, or **WhatsApp**. Get nudged when something in your watchlist deserves a look. |
| 🧩 | **Capability Market** | Browse and install ready-made investing methods — filing reading, valuation, risk checks, ETF comparison — with one click. |

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## 💡 Real Questions People Ask

```
"Should I cut MU? Cost is $97."
"Why did AVGO drop so hard pre-market?"
"What's dragging the Nasdaq down today?"
"Where is my biggest portfolio risk today?"
"Will dollar strength hit my tech holdings?"
"List stocks up 10% at the open every day at 8 AM."
```

---

## 🧩 Capability Market — Featured Skills

PortWise capabilities are ready-made investing methods you can add to your assistant. The community contributes skills, and the PortWise team reviews them.

| Capability | What it does | Source |
|---|---|---|
| **UZI Stock Research** | Multi-market stock research, valuation, risk review, report generation | `wbh604/UZI-Skill` |
| **Buffett Value Framework** | Long-term value investing checklist — moat, management, earnings quality | `agi-now/buffett-skills` |
| **Serenity Skill** | Supply-chain bottleneck research, theme-to-company mapping | `muxuuu/serenity-skill` |
| **Company Valuation** | DCF + peer multiples + SOTP + scenario sensitivity | `himself65/finance-skills` |
| **DCF Model** | Discounted cash flow modeling, WACC, terminal value | `anthropics/financial-services` |
| **Comps Analysis** | Peer selection, trading multiples, relative valuation | `anthropics/financial-services` |
| **Earnings Analysis** | Post-earnings updates, beat/miss, guidance, key risks | `anthropics/financial-services` |
| **CFA Bias Detection** | Behavioral bias detection in investment analysis | `CFA-Institute-RPC/skills` |
| **Thesis Tracker** | Maintain investment theses, catalysts, risks, review triggers | `anthropics/financial-services` |
| **Portfolio Rebalance** | Drift review, tax-aware rebalance planning | `anthropics/financial-services` |

---

## 📱 IM Integration

PortWise lives in the messaging apps you already use:

- **Telegram** · **Feishu (Lark)** · **WeChat** · **WhatsApp**

Ask whenever something comes up. Keep asking until it's clear. Set alerts around the stocks, ETFs, filings, and risk changes you care about — PortWise filters the noise and only nudges you when it matters.

---

## 📊 Data Coverage

<table>
<tr><th>Free (included)</th><th>Pro (subscription)</th></tr>
<tr>
<td>

- Delayed quotes & historical prices
- Basic financials & quarterly earnings
- Technical indicators (MA, RSI, MACD)
- SEC filings (10-K, 10-Q, 8-K)

</td>
<td>

- News sentiment & event-driven signals
- Analyst expectations & price targets
- Macro data (rates, FX, inflation)
- Higher update frequency

</td>
</tr>
</table>

---

## 💰 Pricing

| Plan | Monthly | Annual |
|---|---|---|
| **PortWise Copilot** | $19 / month | $15 / month ($180/year, save 21%) |

✅ No credit card required — **3-day free trial** to get started.

**Includes**: Personal AI copilot · Stock/ETF/news Q&A · Strategy skills · Daily market context · Chat history & account portal

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## 🗣️ What Users Say

> *"I used to open five tabs whenever I saw market news. Now I ask PortWise first and get the main facts and risks in one place."*
> — Independent investor

> *"The useful part is that it doesn't just dump data on me. It explains why something matters and what I should look at next."*
> — Growth investor

> *"I like that it doesn't make the decision for me. It lays out the evidence and the downside case, then I make the call."*
> — Portfolio builder

---

## 🏁 Get Started

1. Visit **[portwise.io](https://portwise.io)**
2. Start with a question you already care about
3. Browse the **Capability Market** and add skills
4. Connect your IM for proactive alerts

---

## 📬 Contact

| Channel | Link |
|---|---|
| Website | [portwise.io](https://portwise.io) |
| Email | [support@portwise.io](mailto:support@portwise.io) |
| Twitter / X | [@Portwise_AI](https://x.com/Portwise_AI) |
| Discord | [Join community](https://discord.gg/vtrCzSZt) |

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**Disclaimer** — PortWise is a research and paper-trading tool. All financial output is for research purposes only and does not constitute personalized investment advice. The decision to buy, sell, or hold any security always stays with you.

© 2026 PortWise. All rights reserved.

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