SaaS product for tracking your investment portfolio. Watchlist. Smart filing feed. Smart filing reader. AI filings summaries. Your notes and research. All in one place.
SaaS product for tracking your investment portfolio. Watchlist. Smart filing feed. Smart filing reader. AI filings summaries. Your notes and research. All in one place.
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Portolio is a reading room for your portfolio. Filings land in a quiet feed, Smart Summaries draft the brief, and you annotate the primary source โ then share the marked-up version.
EDGAR filings werenโt built for human eyes โ walls of cramped legal text on a 1998 backdrop. Ours are set in Fraunces at a generous size, the way a serious article is set.
Audience
Retail investors
Pricing
Reader: $9/mo, Analyst: $29/mo, Desk: $99/mo
Market
Total
$76.6M
Tech stack
Frontend