Portaris focuses on a holistic view of your financial life to provide insights and timely updates of market events with a focus on your investment portfolio. Users can connect their financial institutions via Plaid and/or self-report assets and liabilities to track their net worth in real-time. Portaris AI generates daily reports, proactively surfaces insights, and answers questions on demand.
Portaris is the newest product in the Earnings Hub and Savvy Trader family.
Investment and Net Worth Tracker where you can ask AI about your finances