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Portio

About

An AI investment platform I co-founded. It turns values, risk, and market data into a portfolio you can actually explain, including halal and kosher screens.

Category

Investment Platform
Industry

Finance
Year

2024
Timeline

16 weeks
Portio
Problem

Most retail tools dump a ticker list and a risk slider on you. People who care about ethics or religious constraints get a PDF, a vibe, and no trail for why a name is in the book.

Solution

Portio combines financials, ESG, and a stated mandate, then writes the rationale in language a person can check. Built on Next.js and a MERN stack, with LLM analysis sitting behind the recommendations instead of replacing them.

Result

Users can hold a values-aligned book and see the tradeoffs. The product is live at portio.xyz.

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