Drift happens silently
Over time, winners get too big, losers drag you down, and sector allocations shift without you noticing. Ignoring your portfolio is dangerous, but checking it every hour creates anxiety. You need a middle ground.
Routine
The 5-Minute Sunday Portfolio Review
Stop obsessing over daily ticks. Build a healthy habit of checking your portfolio once a week for meaningful changes.
Who Needs This
- Long-term investors who want peace of mind
- Passive investors tracking their goals
- Busy professionals with no time for daily tracking
How PortoAI helps
Stay on track, effortlessly
PortoAI connects to your broker to give you a weekly health checkup of your entire portfolio.
Sector Drift Alerts
See if you are accidentally overexposed to one sector (e.g., 40% in PSUs).
Winner & Loser Analysis
Identify which stocks are carrying your portfolio and which are dead weight.
Week's News Impact
Catch up on important news for your holdings that you might have missed during the busy week.
Example questions you can ask PortoAI
- "Review my portfolio performance for this week"
- "Which of my stocks fell the most last week and why?"
- "Am I overexposed to any specific sector?"
- "Summarize the latest news for my top 5 holdings"
Explore related topics
Go deeper with adjacent workflows.