We launched
@PortarisAI - a product where you simply connect your accounts (read-only) and get a beautiful picture of your assets, net worth, liabilities and Portaris will keep you posted on the latest earnings, SEC filings and important news on your holdings.
It has a "daily report" that is an awesome way to stay on top of your holdings. For example, yesterday's daily report on my portfolio emailed me a summary of things:
- $MU reported a strong Q4 beat — EPS of $33.42 against a $31.50 estimate, revenue of $54.2B against a ~$51.1B estimate
- $RKLB signed a 20-launch deal with Synspective, pushing its total backlog above 100 missions
- On $META: Zuckerberg sold ~17,140 shares late last week under a pre-scheduled 10b5-1 plan, and COO Javier Olivan sold ~1,575 shares under his own plan. Routine planned sales, but worth noting at that weight.
I didn't have to go searching...that info just showed up in my inbox! I don't know of any product that does this and gives you incredible visualization of your portfolio.
We talked about it on the show yesterday: