Holdings-relevant depth and breadth — with you through the cycle, as lasting judgment compounds.
Portfonia is a software tool built to last through market cycles. It keeps watching the news, the macro, and company developments, and maps them systematically onto every position you have entered — depth and breadth that stay close to what you care about. Cycles rise and fall; information you can rely on has to be there for years. That is why we exist.
Upload a CSV or spreadsheet describing your positions. An LLM normalizes it into structured records — no manual re-entry.
Daily price, FX, and curated macro-news scanning across reputable sources — English-language primary, Chinese-language where the instrument calls for it.
Mon / Wed / Fri, tied to your actual holdings — price anomalies, technical position, and a forward calendar of macro and earnings events.
Every causal claim ships with a confidence label — Calibrated uncertainty, made legible instead of hidden.
Total value: $1,000,000 (FX date: 2026-08-21)
| Holding | Currency | Value | Weight | Custodian | Asset class |
|---|---|---|---|---|---|
| TSMC (TSM) | USD | 209,000 | 20.9% | Custodian A | Stocks |
| Microsoft (MSFT) | USD | 80,000 | 8.0% | Custodian A | Stocks |
| Alphabet (GOOGL) | USD | 69,000 | 6.9% | Custodian A | Stocks |
| Custodian A subtotal | USD | 358,000 | 35.8% | ||
| QQQ (QQQ) | USD | 160,000 | 16.0% | Custodian B | US tech ETF |
| VOO (VOO) | USD | 131,000 | 13.1% | Custodian B | US broad ETF |
| BOXX (BOXX) | USD | 48,000 | 4.8% | Custodian B | Bond fund |
| Cash | USD | 2,000 | 0.2% | Custodian B | Cash equivalent |
| Custodian B subtotal | USD | 341,000 | 34.1% | ||
| Tencent (0700.HK) | HKD | 546,000 | 7.0% | Custodian C | Stocks |
| BYD (1211.HK) | HKD | 413,400 | 5.3% | Custodian C | Stocks |
| Custodian C subtotal (converted to USD) | USD | 123,000 | 12.3% | ||
| Gold ETF (518880.SS) | CNH | 14,300 | 0.2% | Custodian D | Precious metals |
| CSI 300 ETF (510300.SS) | CNH | 7,150 | 0.1% | Custodian D | China equities |
| Cash | CNH | 42,900 | 0.6% | Custodian D | Cash equivalent |
| Custodian D subtotal (converted to USD) | USD | 9,000 | 0.9% | ||
| USD cash & FX | USD | 169,000 | 16.9% | Custodian E | Cash equivalent |
By market: US 86.8%, HK 12.3%, A-shares & CNH 0.9%
By currency: USD 86.8%, HKD 12.3%, CNH 0.9%
By asset class: Stocks 48.1%, US tech ETF 16.0%, US broad ETF 13.1%, Bond funds 4.8%, Precious metals 0.2%, China equities 0.1%, Cash equivalents 17.7%
FX rates used: HKD 7.80, CNH 7.15 vs USD
Markets repriced the policy path after the latest FOMC minutes showed a split committee. The transmission into this portfolio runs through the equity-duration channel: long-duration growth names (TSMC, Microsoft, Alphabet) and the broad ETFs are mechanically sensitive to shifts in rate expectations embedded in the yield curve. No price anomaly was triggered in this window to confirm a repricing in any specific holding, so this direction stands as structural exposure to monitor rather than an observed event. [Probable]
Scheduled US events over the coming days and the holdings they bear on. Calendar facts only — not forecasts.
| Date | Event | Affected holdings | What to watch |
|---|---|---|---|
| 08-27 | Jobless claims | — | Labor market momentum; rate-path implications |
| 08-29 | Core PCE price index | TSMC, MSFT, GOOGL +2 | Inflation vs consensus; rate-path implications |
| 09-02 | ISM Manufacturing PMI | — | Factory-sector momentum |
TSMC — 20.9% of the portfolio, the single largest position
TSMC stands out this period not for a company-specific event but for its disproportionate weight and its exposure to several macro themes at once. … No anomaly was observed in this window to confirm the market actually traded on the monetary-policy theme.
The top three holdings together account for 50.0% of portfolio value — at the 50% watch threshold. The largest single asset-class bucket (stocks) sits at 48.1%, just below it. Single-position concentration is dominated by TSMC at 20.9%; the two broad ETF positions diversify within US equities while raising correlation to US monetary-policy developments.
| Holding | Net move | Worst day (date) | Prev close | Open (gap %) | Intraday range | Close | Trigger |
|---|---|---|---|---|---|---|---|
| QQQ (QQQ) | +2.4% | +1.8% (08-25) | 562.10 | 564.20 (+0.4%) | 561.4–574.8 | 573.90 | single_day |
| TSMC (TSM) | +3.1% | +2.2% (08-24) | 198.40 | 197.90 (-0.3%) | 196.5–204.1 | 203.85 | single_day |
| Holding | vs 50-day avg | vs 200-day avg | 52-wk range position | 20-day vol (ann.) |
|---|---|---|---|---|
| TSMC (TSM) | -2.5% | +16.0% | 75% | +45.3% |
| Microsoft (MSFT) | +20.9% | +12.9% | 73% | +61.1% |
| Alphabet (GOOGL) | +1.4% | +10.7% | 81% | +50.9% |
| QQQ (QQQ) | +0.5% | +11.2% | 86% | +26.5% |
| VOO (VOO) | +3.3% | +10.2% | 99% | +14.4% |
Briefing frequency depends on your plan.
Sample figures, not your holdings. The same illustrative portfolio's historical volatility, Beta against the S&P 500, and where it sits against a personal questionnaire.
Historical volatility measures fluctuation in daily returns. The Performance page’s Growth of tracked value vs. benchmarks shows cumulative growth; these are different metrics and cannot substitute for each other. Historical statistics do not predict future results.
Opportunity decides how fast you can go; risk decides how steady the ride is. The two reinforce and constrain each other, and you need both. Here you can see how much your portfolio swings, how closely it moves with the market, and how far it sits from the tolerance you set.
Get startedSample figures, not your holdings. One illustrative portfolio, grouped by market, asset class, and portfolio group.
A static year-to-date illustration. The portfolio line sits beside S&P 500 and CSI 300, followed by allocation history and monthly performance against one benchmark.
Portfolio performance
+8.42%
Year to date
From portfolio structure to year-to-date performance, see change in one place.
Get startedPortfonia is a software tool for investors who stay through the cycle. A deep reading of trends, cycles, and fundamentals takes time, and it needs information closely tied to what you hold, delivered continuously and reliably.
Our work is to take what is scattered across news, macro events, and company developments, and map it back, systematically, onto every position you hold. That is how you get depth and breadth that actually fit the names you follow — so you can see where an asset sits, what is changing around it, and which signals are worth a closer look. Judgment stays yours. We make sure that judgment sits on solid information.
Market cycles rise and fall. Portfonia keeps the information flowing through every one of them.
Portfonia is a software tool, not an advisory service. The boundary is enforced in code at the template and prompt layer — not left to the model's judgment.