Portaris

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.