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PortWise

Automates investment research and monitoring workflows, including scheduled tasks, watchlist monitoring, and alerts on market data, filings, and news.

portwise.ioFinanceJun 202611-50

Launch screenshots from Product Hunt, Jun 2026

A personal investment runtime that automates research and monitoring workflows for self-directed investors. It solves the problem of manually tracking market data, filings, and news by running scheduled tasks and alerting users to important changes. The product targets individual investors, active traders, and research teams who manage their own portfolios. It is delivered as a SaaS platform that integrates with messaging channels like Telegram and Slack for receiving alerts and follow-up questions.

Key features

  • Schedule research tasks
  • Monitor watchlist for events
  • Alert on price and volatility
  • Track earnings and filings
  • Monitor news and risk
  • Receive results in message channels
  • Ask follow-up questions
  • Editable thesis memory
  • No social media activity within the last 30 days
GTM channels
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ICP
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