About Portfonia
News, macro events and company developments, mapped to the positions you enter.
What Portfonia is
Portfonia is a software tool that watches news, macro events and company developments and maps them systematically onto the holdings you enter.
Who it is for
For investors with positions across several brokers and markets: the US, Hong Kong, China A-shares, the UK, Europe, Japan and Korea.
What a briefing covers
Upload positions from CSV, Excel or Markdown and edit individual rows. View portfolio allocation, performance against benchmarks, historical volatility and risk.
Briefings cover price anomalies, technical position, macro and company news tied to your holdings, and a forward calendar of macro and earnings events. Each causal claim carries a confidence label.
What it is not
Portfonia is an information service. It does not give investment advice or trading instructions, does not execute trades, and does not compute taxes.
Languages
Briefings and the site are available in English, Simplified Chinese and Traditional Chinese.