--- title: PortWise emoji: ๐Ÿ“Š colorFrom: indigo colorTo: purple short_description: AI Trading Copilot for self-directed investors --- # PortWise **Your AI Trading Copilot โ€” 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/๐ŸŒ_Website-portwise.io-5a50e8?style=for-the-badge)](https://portwise.io) [![Twitter](https://img.shields.io/badge/๐•_Twitter-@Portwise__AI-000?style=for-the-badge)](https://x.com/Portwise_AI) [![Discord](https://img.shields.io/badge/๐Ÿ’ฌ_Discord-Join_Community-7289DA?style=for-the-badge)](https://discord.gg/vtrCzSZt) --- ## โœจ 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 โ€” about a stock, an ETF, or your portfolio โ€” and it uses up-to-date financial data to explain the key facts, risks, and market context in plain language. > ๐Ÿ›ก๏ธ **Research mode by default** โ€” PortWise does not place orders or make decisions for you. It lays out the evidence and the downside case, then you make the call. --- ## ๐Ÿš€ Core Capabilities | | Feature | Description | |---|---|---| | ๐Ÿ” | **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. | | ๐Ÿง  | **Personalized Context** | It remembers the assets you follow, your investment preferences, and your portfolio context. No need to explain everything from scratch each time. | | ๐Ÿ’ฌ | **IM Alerts** | Connect to **Telegram**, **Feishu**, **WeChat**, or **WhatsApp**. Get nudged when something in your watchlist deserves a look. | | ๐Ÿงฉ | **Capability Market** | Browse and install ready-made investing methods โ€” filing reading, valuation, risk checks, ETF comparison โ€” with one click. | --- ## ๐Ÿ’ก 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." ``` --- ## ๐Ÿงฉ Capability Market โ€” 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 โ€” 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` | --- ## ๐Ÿ“ฑ IM Integration PortWise lives in the messaging apps you already use: - **Telegram** ยท **Feishu (Lark)** ยท **WeChat** ยท **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 โ€” PortWise filters the noise and only nudges you when it matters. --- ## ๐Ÿ“Š Data Coverage
Free (included)Pro (subscription)
- Delayed quotes & historical prices - Basic financials & quarterly earnings - Technical indicators (MA, RSI, MACD) - SEC filings (10-K, 10-Q, 8-K) - News sentiment & event-driven signals - Analyst expectations & price targets - Macro data (rates, FX, inflation) - Higher update frequency
--- ## ๐Ÿ’ฐ Pricing | Plan | Monthly | Annual | |---|---|---| | **PortWise Copilot** | $19 / month | $15 / month ($180/year, save 21%) | โœ… No credit card required โ€” **3-day free trial** to get started. **Includes**: Personal AI copilot ยท Stock/ETF/news Q&A ยท Strategy skills ยท Daily market context ยท Chat history & account portal --- ## ๐Ÿ—ฃ๏ธ 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."* > โ€” 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."* > โ€” 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."* > โ€” Portfolio builder --- ## ๐Ÿ 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 --- ## ๐Ÿ“ฌ 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) | --- **Disclaimer** โ€” 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. ยฉ 2026 PortWise. All rights reserved.