Portevo

A portfolio that calculates itself. Plus the calendar, the insiders and the news that move it.

Portevo shows what you usually have to piece together from a spreadsheet and a dozen websites: how much you really earn on your investments - after commissions, spreads and currency conversion - and what is about to move the stocks you hold.

YOUR PORTFOLIO, HONESTLY CALCULATED
• Upload a report from your brokerage account - Portevo works out the rest
• Reads Robinhood and Revolut statements (stocks and crypto), XTB reports, and any other broker through an AI reading of a file or a screenshot
• Your whole account in your own currency: USD, EUR, GBP and more, at each day's exchange rate
• Value after costs: commissions, spreads and conversions subtracted, not hidden
• Time-weighted return and XIRR - two measures, because they answer different questions
• Value chart accurate to a single session, intraday included
• Allocation by sector, currency, region and asset class
• Closed positions, win rate and what exiting the portfolio would actually cost

EARNINGS CALENDAR
• Quarterly report dates for the coming weeks, with your holdings highlighted
• EPS and revenue estimates, and the surprise once results land
• How the price reacted after previous reports
• Macro calendar: rate decisions, inflation, labor market data - with a countdown to the Fed

INSIDERS AND CONGRESS
• What members of Congress, the president, the cabinet and company executives buy and sell - from official filings
• A ranking of people with the result of their purchases
• Insider faces on every company chart, exactly where someone bought
• A notification when an insider trades a company you hold

TOOLS
• Portfolio score from 1 to 100: does your portfolio do what you say it should
• ETF scanner: what is actually inside a fund, in what proportion and at what fee
• Dividend screener, payout calendar and income calculator
• Risk X-ray and correlation map
• News bot: SEC filings and official releases rated by AI around the clock

ONE ACCOUNT, TWO SCREENS
Portevo runs on your phone and in a desktop browser. Portfolio, watchlist and settings sync on their own.

PORTEVO PREMIUM
The core features are free and will stay that way. Premium adds what a spreadsheet will not give you: portfolio risk measures, insider profiles and notifications, AI news analysis and unlimited AI report readings. Monthly or yearly subscription, renews automatically, cancel anytime in your iPhone Settings.

Portevo provides analytical tools, not investment advice. The numbers show what follows from your data and from market data - the decision and the risk remain yours.

Terms: https://www.portevo.pl/terms
Privacy: https://www.portevo.pl/privacy