The Intelligence Layer for Your Portfolio
Your AI operating system
for investing.
Connect your portfolio to live market data, analyst consensus, and an AI engine that turns signals into action plans and recurring reports.
How It Works
Three steps. One dashboard.
Complete clarity.
No spreadsheets. No switching between apps. WorkView connects your holdings to live market data and AI‑powered analysis — so every decision is informed.
Add Your Holdings
Enter your tickers, share counts, and average costs. Your data is encrypted and stored securely — never shared, never sold.
Get Live Analytics
Real‑time prices, gain/loss tracking, sector allocation, performance vs. the S&P 500, macro indicators, and 52‑week context — updated every 60 seconds.
Act on AI Insights
AI scans your portfolio for concentration risk, stop‑loss breaches, upside opportunities, and rebalancing triggers — then tells you exactly what to do.
The Dashboard
Great wealth and influence are built on
small, simple management decisions.
Overview
| Ticker | Name | Shares | Avg Cost | Price | Value |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 161 | $93.26 | $188.38 | $30,329 |
| GOOG | Alphabet Inc | 34 | $311.73 | $173.64 | $13,524 |
| TSM | Taiwan Semi | 29 | $237.49 | $370.85 | $9,472 |
AI Suggestions
Good morning. Your portfolio stands at $81,582.51, up $956.05 today, with an all-time return of up 45.57%.
37.2% of portfolio — exceeds 30% concentration limit. Consider trimming to lock in gains and diversify.
Analysts see 42.19% upside to consensus target of $268.22.
16.65% upside to analyst target of $432.32. Consider adding on dips.
Analysts see 58.36% upside to consensus target of $587.31.
17.99% upside to analyst target of $281.27. Consider adding on dips.
18.61% upside to analyst target of $376.29. Consider adding on dips.
Portfolio To-Do
Features
Everything you need.
Nothing you don't.
Good morning. Your portfolio stands at $81,582.51, up $956.05 today. NVDA was your biggest mover.
37.2% of portfolio — exceeds 30% limit.
58.36% upside to analyst consensus.
AI Suggestions
Personalized buy, trim, and hedge signals generated from your actual holdings, analyst targets, and risk profile. Every suggestion explains why — no black boxes.
Portfolio Tracking
Real-time valuations across all positions with P/L, cost basis, and weight breakdowns.
Live Data
Real-time prices from Finnhub. Fed rate, CPI, GDP, unemployment from FRED.
AI Briefing
A daily personalized summary that reads like a financial analyst wrote it.
Macro Tracking
Live economic indicators update automatically so you never miss a shift.
Sector Analysis
Visual allocation breakdown with concentration warnings and diversification scoring.
S&P 500 Comparison
Shared-axis chart shows exactly how your portfolio stacks up against the market over time.
Pricing
One plan. Full access.
Everything included. Cancel anytime.
Then $10/mo. Cancel anytime before your trial ends.
- Real-time portfolio tracking
- AI-powered buy / trim / hedge signals
- S&P 500 performance comparison
- Daily AI portfolio briefing
- Live macro dashboard (Fed, CPI, GDP)
- Sector allocation & risk analysis
You're In
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Complete your sign-up to get full access to your personal wealth dashboard. Secure checkout powered by Stripe.
First week free — then $10/mo. Cancel anytime.
Secure checkout by Stripe. Cancel anytime.
Thank you.
Welcome to WorkView. We'll send setup instructions to shortly. We're currently finalizing personal deployment — you'll receive an email with your dashboard access soon.
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We'll email you when your dashboard is ready.