AI built for smarter, more confident, more profitable market moves.
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An investing engine — not a chatbot
An investing engine. Not a chatbot.
Portvara screens hundreds of stocks every day, scores each one through 20 proven investing frameworks, tracks your real holdings, and runs strict risk checks before it ever says buy. The chat is just how you talk to it.
It never touches your money or places trades — you make every call.
Already invested or starting from zero — every question gets a real, reasoned answer.
This is what a Portvara answer looks like
portvara . sample answer
live
YouShould I add to NVDA here? I own 40 shares from $118.
Verdict
HOLD what you own · DON'T ADD — great company, but you already hold a lot here and the price has run up.
Conviction 7.4 / 10
Company quality
8.5 / 10
Entry / timing
5.2 / 10
Portvara score
74 / 100
6 factors weighed together
the chart is just one input
Company quality
AI spending is still growing
Bullish
Price vs value
looks expensive vs its history
Neutral
Upcoming event
earnings in 9 days
Bullish
Strength vs peers
beating other chip stocks
Bullish
Fit with your holdings
you already hold a lot of chips
Bearish
Price and timing
price has run up fast lately
Neutral
Action
Hold + no add
for THIS portfolio
Exit price
$168 / -9.2%
where you would sell
If you add anyway
Small: 1.5%
keeps you within limits
Money at risk
0.14%
of your whole portfolio
Bull case
Earnings look strong, AI spending keeps rising, and it is beating other chip stocks.
Bear case
You already hold a lot of chip stocks (28%), the price is high and has run up fast — adding more piles on the same risk.
What would flip it to ADD
A dip to the $172–$176 range AND trimming your chip stocks below 22%.
Still to do: you have not set an exit price on your 40 shares yet — set one near $168 before earnings, or Portvara lowers its confidence.
Weighed many factors · ready in 1.2sDecision is yours.
Behind one answer: live news, earnings, insider and institutional activity, the company's financials, the bull case, the bear case, and how it fits your portfolio — turned into a single clear verdict with an action, a position size, and an exit price.
NVIDIA is used here as an example stock only. This is not a recommendation to buy, sell, or hold NVIDIA.
Live trailing 3-month moves of the founders' public Portvara picks, synced straight from market data — so the product feels real instead of theoretical. Dollar amounts and allocation percentages stay private.
Trailing 3 months · avg across holdings
+51.0%
Straight average of the last-3-month move of every position shown below — winners and losers, nothing cherry-picked.
Beaten the S&P 500 by
+35.0%
The S&P 500 (SPY) returned +16.0% since inception.
From inception to when this post was made.
Syncing live pick performance from market data…
Approach
Live tickers
Holdings
—
Latest sync
—
Privacy
No weights
Founders' portfolio tickers and return snapshots are shown for transparency only - not a recommendation, not a guarantee, and not something to copy. Public display excludes dollar amounts and allocation percentages.
The investor problem
Every investor has the same questions. Portvara gives you a real answer.
Is this worth buying? Am I buying too much? Should I wait? Where do I set my exit price? A professional analyst answers these by digging through news, earnings, filings, and the numbers. Portvara does that depth of research for you — instantly, for any stock, against your actual situation.
Ask any investment question. Portvara does the deep research for you — reading the latest news, earnings, insider buying and selling, big-institution moves, and the company's financials, then weighing the bull case, the bear case, and how the trade fits your risk toleranceHow aggressive or cautious you want the AI to be with your money. and portfolioYour stocks, cash, buy prices, and overall investing account. context. What you get is one clear, reasoned answer — not a data dump.
Deep multi-factor research
Every question is checked against the company's financials, earnings, live news, insider activity and big-institution flow — plus the bull and bear case — far more than price and charts, before you get a single verdict.
Insider & institutional signals
Tracks real insider buying and selling alongside institutional positioning, so you know who is actually putting money on the line — and in which direction.
Bull/Bear thesis + entry precision
Every answer includes a specific entry price, stop loss, and position size — plus the bull case, bear case, and what would flip the verdict.
7-gate risk check
Every idea must pass 7 checks on your cash, position size, concentration, and safety net before Portvara can say BUY.
Portfolio tracking & profit-lock
Logs the moves you make, tracks your open positions, and tells you when to take profits, trim, or rotate into a stronger area.
Daily brief & watchlist
A morning summary of your holdings, a watchlist of stocks on Portvara’s radar, and alerts when something changes — delivered every day.
Most "AI investing" tools are one chatbot and a prompt. Portvara is an engine that runs around your portfolio every day — the chat is just the front door.
Daily market screener
Hundreds of stocks scored every day, with fresh S&P 500 names rotated in continuously — so the ideas never go stale.
6-factor conviction score
Each stock is graded on momentum, quality, catalyst, valuation and risk — not just a price chart — and re-scored as the data changes.
Market regime read
It reads the bigger market — rates, breadth, sector flows — and dials how aggressive or cautious it is with your money.
Live, multi-source data
Real prices and news, plus insider buying, institutional positioning, and signals from monitored professional traders.
Your portfolio, re-checked daily
It re-researches every holding you own each day — profit-taking, stop moves, concentration and fit — not a one-off answer.
Learns from your results
It reviews how past calls actually played out and folds those lessons back into future research.
✓ Its own screening + scoring engine, running every day
✓ Fresh opportunities rotated in from across the market
✓ Hard risk gates before it will ever say buy
✓ Built around your account — and can say WAIT or NO
See it in action
See what a real Portvara answer looks like.
Ask one question and Portvara pulls the real data — the latest news, earnings, insider trades, and big-institution moves — and turns it into a single, clear, sized verdict. Not just a price chart, and not a data dump.
Before we start
How much do you know about investing?
Your answer sets how much detail and jargon the demo uses — Portvara explains every answer at your level.
Illustrative demo with sample data. Tickers shown are examples only, not recommendations. Portvara is research and decision-support software — it logs your actions and explains the reasoning, and never executes trades.
Build the profile once. Let every decision get stricter.
Start with your holdings, risk tolerance, cash, and goals. Portvara turns every question into a clear, reasoned answer — what to buy, hold, trim, watch, or avoid, and exactly why. This is not a robo-advisor and it never touches your money. It gives you the insight to make the call yourself.
Private portfolio context No blind copy-trading Multi-model decisions
Brief vs Pro
Every answer is deep. Pro goes deeper.
Both run Portvara's full framework on your actual portfolio. This is the real depth behind a single question — Brief gives you all of it tightly; Pro adds the live news, the longer view, and the alternatives.
Brief · every planthe full call, fast
YouIs NVIDIA a buy right now?
Verdict
BUY a starter position
Conviction 7.9 / 10
Company quality
9.1/10
Timing / entry
7.0/10
Portvara score
79/100
6 factors weighed
Company qualityBullish
ValuationNeutral
Catalyst — earnings 9dBullish
Relative strengthBullish
Fit with your holdingsBearish
Chart / entryNeutral
Why up: earnings +70%, AI demand rising, leads its group.
Why down: valuation is rich; already chip-heavy.
Buy near
$118
Exit
$106
Size
1.5%
At risk
0.07%
The full framework verdict, scores, factors and sizing — fast. Illustrative example.
Pro · deep-divemore depth & context
YouIs NVIDIA a buy right now?
Verdict
BUY a starter position, add on a dip
Conviction 8.3 / 10
Company quality
9.4/10
Timing / entry
7.2/10
Portvara score
83/100
6 factors weighed
Company qualityBullish
ValuationNeutral
Catalyst — earnings 9dBullish
Relative strengthBullish
Fit with your holdingsBearish
Chart / entryNeutral
Live data & news
📈 Earnings up ~70% YoY, estimates still rising
📰 New AI chip launch covered this week
🏛️ Insiders: no notable selling · 🏦 funds still adding
📊 Analysts mostly Buy; targets nudged higher
Why up: leads AI chips; software locks customers in.
Why down: pricey if AI spend slows.
Flips if: estimates fall or it closes below $106.
Short term
Wait for a dip
Medium
Re-rates as AI capex grows
Long term
Sector leader — core hold
Buy zone
$115–124
Exit
$106
Size
2%
Reward:risk
3:1
Context: semis catching big-fund inflows in a risk-on market · vs AMD, NVIDIA is the higher-conviction pick.
Everything Brief shows, plus live news, time-horizons, reward:risk and alternatives. Illustrative example.
Pricing
Simple plans. Serious edge.
Start free-ish with Lite at £5/month, grow with Basic at £10/month, or unlock everything with Premium at £15/month. Cancel anytime - no lock-in, no surprises.
Feature
Lite
Free
For learning investors
Basic
£10/ mo
For active investors
Recommended
Premium
£15/ mo
Full experience
Portfolio & holdings tracking
AI messages per month
5 Brief
20 Brief + 10 Pro
30 Brief + 15 Pro
All 18 frameworks (read-only)
Weekly recap & lesson email
Watchlist with alerts
Daily Brief email (morning)
Full reasoning in every chat
Insider trading data & alerts
Dynamic trailing stops
Risk-tolerance profile
Cancel anytime
— Premium exclusive features —
Pre-market analysis brief
Post-market analysis brief
Pro deep-dive mode (multi-modular)
Market Pulse sentiment (0–100)
Market regime detection
S&P 500 + Emerging Leaders screener
Politician tracker + email alerts
Tax-aware sell recommendations
Staged entry framework (tranches)
Weekly Gold Insight pick
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FAQ
Quick answers before you start.
Portvara is built to make investing decisions clearer, more personal, and easier to act on.
How does this help me make more money?
It improves the decisions around the money you already have: position size, timing, cash use, weak entries, and stop-loss discipline.
Why not just ask a generic AI assistant?
A wrapper forwards your question to a model and hopes for the best. Portvara keeps your live portfolio in memory, runs its own daily screeners and scoring engine, and checks the idea against your cash, holdings, risk tolerance and target return before it answers — the AI model is one input, not the whole product.
Can it say no to trades I like?
Yes. If the entry is weak, the position is too large, or the idea does not fit your portfolio, Portvara can return WAIT or NO BUY with the reason.
Is this only for advanced traders?
No. Beginners get lessons and plain-English explanations. Experienced users get portfolio math, thesis checks, watchlist rotation, and premium signal context.
Do you place trades or touch my brokerage?
No. Portvara never executes trades and never moves your money. It manages your portfolio plan, logs the actions you choose to take, and gives you the research and reasoning. You place every trade yourself.
What makes it one of the most advanced research frameworks?
It builds your portfolio with clear rules, weighs both sides of every trade, runs strict risk checks, scans for opportunities, follows sector trends, reads the bigger market, and learns from your results - all on your real account, not a generic chat answer.