Portivaby Avatar AI
Every position carries the thesis behind it. Every thesis is challenged as the facts move. Portiva reads the world overnight, hands you one brief at 07:00, and never lets you lose the thread behind an investment.
Free while in early access. Import a statement as PDF, spreadsheet or a screenshot. Never a broker login.
Illustrative book. A real one is read from your own statement.
Not every headline matters. The ones that bear on a thesis you actually hold do. Portiva reads the filings, the calls and the tape overnight, and surfaces only what changes your investment case, measured against your book, because nothing else deserves your morning.
Portiva reads what companies file, not what was written about it, straight from the primary source the moment it appears.
0001045810-26-000079 · 8-K · ITEM 2.02 · 21:04 ETThe result, the call and the guidance, including the gap between what was said out loud and what the release put in writing.
Q2 RESULT · CALL 22:00 ET · GUIDANCE REVISEDEvery move measured three ways: against the market, against the name's own sector, and against the price your client actually paid.
SESSION CLOSE · VS INDEX · VS SECTOR · VS COSTEverything Portiva reads lands in the same four places. Step through them.
The whole book at once: what it is worth, what moved, and what deserves a look before the open.
You are not reading one portfolio. You are answerable for many, and for the reasoning behind each one. Portiva reads every book on its own terms, shows you where they coincide, and keeps each client's record ready for the conversation.
An overnight event that touches three clients arrives as one thing to understand rather than three to discover.
Illustrative client names.
Markets remember prices. Portiva remembers why you invested: every position carries the reason given at the time, and when the facts move, that reason comes back to be answered. Over a year this becomes a written record of how each client decides, the one thing no general assistant keeps between conversations.
Buying the spending cycle, not the quarter.
Recorded at the time of purchase, in your own words.
Guidance moved that spending out by a year.
Portiva flags the gap between what you wrote and what was said.
Still your read, or has it changed?
One tap. The answer joins the record, and the record is the asset.
One brief. A line per holding that earned one, in the order that matters, and nothing at all about the fourteen that behaved.
Rose 4.6% on Friday, ahead of the market over the month and ahead of its own sector on the day. A green day is not the whole story.
The move followed spending guidance on the call rather than the result itself, which cuts against the reason recorded for this position in March.
Reports in five days. The last call flagged margin pressure the release did not, and that gap is the thing worth watching this time.
Fourteen other positions moved inside their normal range against both the market and their sector. They are not in the brief, because printing them every morning is how a brief stops being read.
Illustrative brief, written to show the shape. A real one is written from your own holdings.
You carry the responsibility for these books, so Portiva is built to be defensible: read only by construction, sourced on every line, and honest about what it does not know.
Portiva never asks for a broker login. You import a statement and Portiva reads what you gave it. Nothing saves until you have checked it.
When data is missing or stale, Portiva says so on the line where you would otherwise have trusted it.
Each line in a brief traces back to the filing, the result or the print it came from, so you can stand behind it in front of a client.
Your next decision should benefit from every decision you have already made. Create an account, import a statement, and the record starts tonight: the first brief arrives tomorrow at 07:00.
Encrypted at rest. No broker credentials, read only by construction. Five languages including Arabic.