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| title: PortWise |
| emoji: π |
| colorFrom: indigo |
| colorTo: purple |
| short_description: AI Trading Copilot for self-directed investors |
| --- |
| |
| # PortWise |
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| **Your AI Trading Copilot β ask a question, get the facts, make the call.** |
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| 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. |
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| [](https://portwise.io) |
| [](https://x.com/Portwise_AI) |
| [](https://discord.gg/vtrCzSZt) |
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| ## β¨ What is PortWise? |
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| 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 β about a stock, an ETF, or your portfolio β and it uses up-to-date financial data to explain the key facts, risks, and market context in plain language. |
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| > π‘οΈ **Research mode by default** β 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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| ## π Core Capabilities |
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| | | Feature | Description | |
| |---|---|---| |
| | π | **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. | |
| | π§ | **Personalized Context** | It remembers the assets you follow, your investment preferences, and your portfolio context. No need to explain everything from scratch each time. | |
| | π¬ | **IM Alerts** | Connect to **Telegram**, **Feishu**, **WeChat**, or **WhatsApp**. Get nudged when something in your watchlist deserves a look. | |
| | 𧩠| **Capability Market** | Browse and install ready-made investing methods β filing reading, valuation, risk checks, ETF comparison β with one click. | |
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| ## π‘ Real Questions People Ask |
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| ``` |
| "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." |
| ``` |
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| ## 𧩠Capability Market β Featured Skills |
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| PortWise capabilities are ready-made investing methods you can add to your assistant. The community contributes skills, and the PortWise team reviews them. |
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| | 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 β 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` | |
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| ## π± IM Integration |
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| PortWise lives in the messaging apps you already use: |
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| - **Telegram** Β· **Feishu (Lark)** Β· **WeChat** Β· **WhatsApp** |
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| Ask whenever something comes up. Keep asking until it's clear. Set alerts around the stocks, ETFs, filings, and risk changes you care about β PortWise filters the noise and only nudges you when it matters. |
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| ## π Data Coverage |
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| <table> |
| <tr><th>Free (included)</th><th>Pro (subscription)</th></tr> |
| <tr> |
| <td> |
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| - Delayed quotes & historical prices |
| - Basic financials & quarterly earnings |
| - Technical indicators (MA, RSI, MACD) |
| - SEC filings (10-K, 10-Q, 8-K) |
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| </td> |
| <td> |
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| - News sentiment & event-driven signals |
| - Analyst expectations & price targets |
| - Macro data (rates, FX, inflation) |
| - Higher update frequency |
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| </td> |
| </tr> |
| </table> |
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| ## π° Pricing |
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| | Plan | Monthly | Annual | |
| |---|---|---| |
| | **PortWise Copilot** | $19 / month | $15 / month ($180/year, save 21%) | |
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| β
No credit card required β **3-day free trial** to get started. |
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| **Includes**: Personal AI copilot Β· Stock/ETF/news Q&A Β· Strategy skills Β· Daily market context Β· Chat history & account portal |
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| ## π£οΈ What Users Say |
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| > *"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."* |
| > β Independent investor |
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| > *"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."* |
| > β Growth investor |
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| > *"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."* |
| > β Portfolio builder |
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| ## π Get Started |
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| 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 |
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| ## π¬ Contact |
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| | 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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| <sub> |
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| **Disclaimer** β 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. |
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| Β© 2026 PortWise. All rights reserved. |
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| </sub> |
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