PortWise

PortWise is an AI investing advisor that helps individual investors and investing teams turn raw market information into investing answers they can act on. The problem it solves. Investing decisions sit on top of scattered information: real-time prices, SEC filings, earnings calls, news flow, on-chain data, supply-chain context, and your own portfolio history. Most investors open five tabs whenever something happens. PortWise consolidates that work into one conversation. How it works. Ask any investing question — "Should I cut MU at cost 972?", "Why did AVGO drop pre-market?", "Where is my biggest portfolio risk today?" — and PortWise connects the latest financial and trading data to organize the facts, the risks, and the possible reasons. It does not make the decision for you; it lays out the evidence and the downside case. Personalized. It remembers the assets you follow, your investment preferences, and the questions you ask often. Over time it becomes your personal advisor, not a generic chatbot. Proactive alerts. Connect PortWise to Telegram, Feishu, WeChat, or WhatsApp. It watches the stocks, ETFs, earnings, and risk signals you care about and pings you when something matters. Investing strategy skills. Beyond Q&A, PortWise offers curated strategy skills — value-investing checklists, multi-market stock research, supply-chain bottleneck analysis, behavioral-bias detection from CFA Institute, and more — that you can install into your advisor. Trusted by independent investors, analysts, product managers, and community discussion groups for daily market check, portfolio review, and pre-meeting research prep.