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.
✨ 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.
🚀 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. |
💡 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
| Free (included) | Pro (subscription) |
|---|---|
|
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💰 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
🗣️ 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
- Visit portwise.io
- Start with a question you already care about
- Browse the Capability Market and add skills
- Connect your IM for proactive alerts
📬 Contact
| Channel | Link |
|---|---|
| Website | portwise.io |
| support@portwise.io | |
| Twitter / X | @Portwise_AI |
| Discord | Join community |
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.