Read-only by design
PortoAI connects for portfolio context (holdings, positions, history) so research and risk checks are personalized. PortoAI does not place trades or move funds.
PortoAI is designed for decision support, not trade execution. Broker connections are read-only, revocable, and transparent.
How we keep broker-connected workflows controlled and predictable.
PortoAI connects for portfolio context (holdings, positions, history) so research and risk checks are personalized. PortoAI does not place trades or move funds.
You stay in control. Disconnect broker access inside PortoAI (and usually from the broker side) at any time.
Data handling details are documented in our Privacy Policy.