Portfoleo is a keyboard-first, windowed financial workspace: real-time monitors, charting with a full drawing layer, fundamentals, screening, macro, prediction markets, portfolio & risk analytics, and a source-cited AI copilot — with deterministic math underneath and a confirm gate in front of anything that touches an order.
Fifty-plus window types on a free-form desktop: linked-context groups, saved workspaces, multi-monitor popouts, a command palette, and a mnemonic command language. Mouse optional.
Streaming watchlists, movers, treemaps, world sessions, yield curves, macro series back to 1947, prediction-market odds, and news with keyword alerting.
Company pages with analysts, holders, actions and earnings; fundamentals; peer comps; SEC filings; screening; historical performance and beta — each number carrying its source and as-of time.
Candles, overlays, MACD, VWAP, Bollinger, log scale, range presets, event markers, relative-value overlays — plus a full drawing layer: trendlines, rays, fibs, rectangles, annotations that survive pan, zoom and reload.
Positions, exposures, P&L attribution, factor and regime models, stress scenarios, and a research gauntlet built to kill overfit strategies before they cost money.
A copilot that streams its narration, cites the exact headlines and figures it was given, and abstains when the evidence is not there. Runs local-first; your research never has to leave your machine.
Every number on screen is computed by audited code. Language models narrate and plan; they are never the system of record for a figure.
Source, as-of time, cache age, and delay class travel with the data. No silent blending. Delayed data says so.
Feeds get integrity guards — a response for the wrong symbol is refused, not displayed. When data is unavailable, you see the failure, never a fabrication.
Anything that could route an order lives behind a staged queue with explicit human confirmation and hard kill switches. Live trading is triple-gated and ships disarmed.
Bring your own market-data and broker keys. Your entitlements stay yours; your positions and research stay on your infrastructure.
What is estimated is labeled estimated. What needs a licensed feed is gated, not faked. A terminal you can trust starts with a changelog you can audit.
Bring-your-own-keys, by design. Portfoleo connects to your existing market-data and brokerage entitlements — free-tier public data out of the box, professional feeds (SIP real-time, survivorship-free history, point-in-time fundamentals) when you plug in your own subscriptions. We are a software layer, not a data reseller: no redistribution mark-ups, no per-seat exchange surprises, and your usage stays inside agreements you already hold.
Portfoleo is being built and battle-tested daily by its founding desk. Early access opens to a small group of design partners first — researchers, PMs and quants who will shape the roadmap.
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