The thesis changed
News, competition, or execution moved against the reason you originally bought.
Find the break Open-source · Self-hosted alpha
Easy to buy.
Hard to know when to sell.
Challenge every position. Cut what no longer works. Stay with what still does.
PortVise tests your investment thesis against live market data, recent news, portfolio risk, and changing market regimes, then turns the evidence into a structured decision memo.
Pipeline
Plan›
Data›
Risk›
Regime›
Manager
HoldingsPositions and conviction notes
6 positions
TickerWeight1YStatus
NVDA24.8%+41.2%Review
MSFT20.2%+18.6%Hold
GOOGL17.5%+12.4%Hold
AMD15.1%−8.7%Thesis risk
Cash8.0%—Buffer
The decision gap
Conviction gets you in.
Evidence should decide what stays.
Selling is harder because the position is no longer an idea. It has a price, a history, and a story you have defended. PortVise gives every holding a fresh review.
The winner became the risk
A strong performer can quietly become an oversized factor or concentration bet.
Size the convictionVolatility looks like failure
A drawdown can trigger an early exit even when the evidence still supports the position.
Protect the upsideStructured review
One portfolio. Eight focused agents.
A decision you can inspect.
PortVise separates research, risk, regime, and validation before the final recommendation, so the answer is built from visible evidence instead of one opaque prompt.
Planner
Frames the review and research priorities.
Data
Loads prices, returns, history, and macro signals.
News
Researches current events and thesis risks.
Risk
Measures factors, concentration, and stress losses.
Regime
Compares the market with historical analogs.
Theme
Finds hidden bets, crowding, and portfolio drift.
Validation
Checks the evidence for gaps and conflicts.
Manager
Turns the findings into prioritized actions.
Decision memo
Make every position earn its place.
The final memo explains the recommended posture, primary risk, timing, and what would justify changing the decision later.
- Hold, reduce, hedge, rotate, add, or exit
- Position-level rationale and sizing guidance
- A clear do-nothing case
Verdict
This week
Keep the thesis. Reduce the concentration.
The portfolio’s AI exposure remains supported, but correlated holdings create more downside than the individual theses suggest.
- Posture
- Selective trim
- Primary risk
- Factor concentration
- Revisit
- After earnings
UrgentReduceNVDATrim toward 18–20%
WatchHoldMSFTThesis remains intact
See the risk behind the tickers.
Estimate factor loadings, marginal risk, correlated clusters, and scenario losses.
Ask how this setup behaved before.
Compare today’s macro state with historical periods and inspect forward portfolio outcomes.
Match78%Q4 2018
Avg return+4.8%21 days
Max drawdown−9.2%21 days
The PortVise Daily Brief
Three portfolios. One disciplined
end-of-day review.
Follow three transparent candidate portfolios as PortVise reviews the day’s evidence, challenges every position, and sends the decisions worth paying attention to.
01
Candidate portfolio
Compounders
Durable businesses with strong returns on capital and long reinvestment runways.
MSFTVCOSTGOOGL
- Lens
- Quality
- Risk
- Valuation
02
Most active
AI Infrastructure
The compute, data, and platform companies powering the next investment cycle.
NVDAAMDAVGOAMZN
- Lens
- Growth
- Risk
- Crowding
03
Candidate portfolio
Resilient Income
Cash-generative holdings selected for income, balance-sheet strength, and defense.
JPMPGJNJNEE
- Lens
- Income
- Risk
- Rates
PortViseDaily Brief
Friday · 4:45 PM ET
Today’s decision
AI Infrastructure: hold the thesis, reduce the overlap
Three signals changed today. One deserves action.
PostureSelective trim
Top riskConcentration
Next reviewAfter earnings
Action
Reduce duplicated exposure
NVDA and AVGO now drive 41% of estimated portfolio risk.
Join the distribution
Get the analysis,
not another market recap.
One concise email after the market closes. Choose the portfolios you want to follow. No trade alerts, promotions, or intraday noise.
PortVise Arena
Don’t just claim better decisions.
Put them in the arena.
Arena runs a paper-trading comparison between a plain LLM trader and the same trader informed by PortVise. Both start with the same capital, watchlist, rules, and market data.
01
Same starting lineIdentical portfolio and constraints.
02
Daily decisionsScheduled, recorded, and inspectable.
03
Honest evidenceAn experiment, not a promise of returns.
PortViseArena
Active
Competition
12 rounds · benchmark SPYadvisor-arena
BaselinePlain LLM
$25,640
+2.56% total
- Holdings
- 7
- Max DD
- −4.1%
PortVise-AdvisedLLM + PortVise
$25,910
+3.64% total
- Holdings
- 6
- Max DD
- −3.2%
Equity curve
Illustrative interface data
Baseline Advised
Run it your way
Your portfolio. Your models. Your machine.
PortVise supports OpenAI-compatible endpoints, from cloud providers to local gateways. Run the web app with Python or package it with Docker.
MIT licensed
OpenAI-compatible
Cloud or local models
CLI and MCP access
portvise / quickstartbash
# Install dependencies
$ uv sync
$ npm install
# Start the portfolio advisor
$ uv run python run.py
✓ PortVise running at http://localhost:7860
Built for honest review
Read security notes
Decision support, not a crystal ball.
PortVise is a self-hosted alpha. Model output can be wrong, market data can be stale, and third-party providers may receive portfolio inputs depending on your configuration. It is not financial advice.
Review the evidence
Make the next portfolio decision
with more than a feeling.
Follow three portfolios and get their evidence-based review after every market day.