Portwise – Risk analysis program for US investors

Summary: Portwise is a portfolio research tool that provides transparent risk analysis and data freshness indicators for US investors. It identifies potential risks in equity and ETF portfolios using practical diagnostics to support informed investment decisions.

What it does

Portwise analyzes portfolio risk with clear methodology and real-time data visibility, helping users detect concentration and volatility issues in their US equity investments.

Who it's for

It is designed for US investors seeking to understand and manage risks in their stock and ETF portfolios.

Why it matters

Portwise addresses the challenge of unrecognized portfolio risks that can lead to financial setbacks by providing actionable risk insights.