Portwise is a risk-focused portfolio research console with transparent methodology, data freshness visibility, and practical diagnostics. It helps US investors to recognize the potential risks that their portfolios may have.

Universal-3 Pro by AssemblyAI — Speech-to-text that finally understands context

Speech-to-text that finally understands context

My personal experience of investing on US equities made me develop Portwise. As a follower of the Bogleheads philosophy, I often questioned whether I was truly living up to John Bogle's values and principles. In practice, investing consistently according to one philosophy is harder than it seems. At times, I became overly concentrated in stocks like TSLA, as many Korean investors did. At other times, I invested most of my income into broad ETFs such as VOO or VTI. These high-volatility decisions led to repeated setbacks in my portfolio. So I kept thinking about the system that tells me about the potential risks so that it can prevent from making setbacks anymore. The prototypical result is Portwise.

Universal-3 Pro by AssemblyAI — Speech-to-text that finally understands context

Speech-to-text that finally understands context

Portwise

Risk analysis program for US investors

Risk analysis program for US investors