01
Ask it an investing question
Whether it is a stock, an ETF, or a portfolio move, PortWise connects the latest market data, filings, news, and trading data to organize the key facts, risks, and possible reasons.
No credit card required, 3-day free trial
Give yourself an AI Trading Copilot in one minute
You do not need to hunt for the latest market data, filings, or watchlist changes. Ask PortWise about a stock, ETF, or portfolio question, and it uses up-to-date financial and trading data to explain the key facts, risks, and market context in plain language. You stay in control of every investment decision.
What can PortWise do for you?
Hand off the market homework you would otherwise search, read, track, and compare yourself to PortWise, which connects data, remembers your preferences, and keeps watch for you.
02
It gets to know you
It remembers the assets you follow, your investment preferences, your portfolio context, and the questions you ask often. You do not need to explain everything from scratch each time.
03
Get alerts in your IM
Connect PortWise to Telegram, Feishu, WeChat, or WhatsApp. It watches the stocks, ETFs, earnings, and risk changes you care about, then sends a message when something deserves a look.
Real user questions
These are the questions investors actually ask
Featured capabilities
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China Stock Research Skills
Chinese-first A-share research skills pack with citation-first analysis and modular public-information workflows.
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CFA Bias Detection
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Who uses PortWise
From individual investors to investing teams, people use it to clarify the question
Meta
Amazon
NVIDIA
Alpaca
TradingViewI 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
Daily US market check
I do not want to watch the market all day, but I also do not want to miss important changes. Custom alerts make that much easier.
Product manager
18 names followed
The useful part is that it does not just dump data on me. It explains why something matters and what I should look at next.
Growth investor
Uses filing analysis
I like that it does not make the decision for me. It lays out the evidence and the downside case, then I make the call.
Portfolio builder
Research mode
Before our group discussion, we ask PortWise to prepare the background. The meeting starts with everyone looking at the same facts.
Community analyst
Weekly discussion
FAQ
Where should I start the first time I open PortWise?
Start with a question you already care about, such as “Why has NVDA been so volatile lately?” or “Where is my portfolio risk concentrated?”
Can PortWise analyze my holdings?
Yes. You can provide a watchlist or portfolio context, and it will analyze it with market data, news, and filing changes.
What can it proactively alert me about?
It can alert you about the stocks, ETFs, filings, news, price moves, and risk signals you care about.
How is it different from a regular AI chat tool?
PortWise is built for investing. It connects financial data, remembers your investing context, and works around research, risk, and alerts.
Will it recommend which stock to buy?
No. It helps you understand the facts, risks, and what to watch next. The decision stays with you.
What does an Copilot capability do?
Capabilities are ready-made investing methods, such as filing reading, valuation, risk checks, and ETF comparison. You can add them to your Copilot.
Start with the question already on your mind
You do not need a complete strategy first. Ask about a stock, an ETF, or your portfolio risk, and PortWise will use the latest data to help you clarify the problem.