01
Start with a clear review
See what changed and where to look next.
Dashboard gives users a calm starting point. It highlights what changed, what deserves attention, and which workspace helps answer the next question.
A portfolio intelligence platform.
Not a trading app · Not investment advice · Not a broker
Portavellum helps long-term investors understand their portfolio, plan with more structure, test ideas safely, and review risks before making decisions outside the platform.
PortavellumIntelligence
CoreOne platform connecting portfolio, plans, income, risk, and ideas.
CoreOne platform connecting portfolio, plans, income, risk, and ideas.
01
Start with a clear review
See what changed and where to look next.
Dashboard gives users a calm starting point. It highlights what changed, what deserves attention, and which workspace helps answer the next question.
02
Understand what you own
Review your portfolio in one structured place.
Portfolio Management brings holdings, allocation, gains and losses, recent activity, and portfolio structure into one view built for long-term investors.
03
Plan with more structure
Turn long-term goals into scenarios you can inspect.
Planning helps users review contributions, timelines, pressure points, and scenario paths without treating any projection as a promise.
04
Review income plans over time
Explore income paths beyond a single retirement view.
Income helps users review regular income paths, funding pressure, and long-term assumptions. Retirement can be one use case, but the workspace is broader than retirement alone.
05
See what can hurt the portfolio
Understand pressure points before they surprise you.
Risk shows where the portfolio may be exposed: concentration, historical stress, drawdowns, and the holdings or groups that may matter when conditions change.
06
Know when the analysis needs cleaner inputs
Check whether the analysis is built on solid inputs.
Diagnostics explains when the analysis needs cleaner data. It highlights missing coverage, stale inputs, weak assumptions, and pressure points that deserve another look.
07
Test ideas safely
Explore portfolio ideas before making changes.
Portfolio Lab gives users a safe place to compare categories, instruments, and portfolio ideas before deciding what to do outside the platform.
A workspace you return to.
Use Portavellum as a recurring decision-support layer: after market moves, before portfolio changes, during planning reviews, and when you want a clearer picture of what already exists.
Weekly
Review what changed
- See whether portfolio movement deserves attention
- Open the workspace connected to the current question
- Keep the portfolio picture fresh without overreacting
Monthly
Update the plan
- Review contributions and goal pressure
- Compare the plan against current assumptions
- Understand whether the path still looks coherent
Before any change
Test the idea first
- Use Portfolio Lab before changing the real portfolio
- Compare possible structures and instruments
- Make the final decision outside the platform
Annually
Reassess the bigger picture
- Review goals, income needs, and planning assumptions
- Check risk and diagnostics with a wider lens
- Decide whether your portfolio still matches your intent
Clear information, not investment advice.
Portavellum does not tell you what to buy or sell. It helps you understand your portfolio and test ideas before making decisions outside the platform.
Not a broker
Not a custodian
Not forecasts
Not trading instructions
Trust layer
Built for a serious private workspace.
Your portfolio data powers your own analysis. Payment details are handled by Stripe. Legal, privacy, billing, and data-rights information stays available before and after signup.
Pricing
Choose the access period that matches your review rhythm.
Monthly, three-month, six-month, and annual access are shown clearly before checkout. Prices include VAT and are presented as total payment plus the effective monthly cost.
Build clarity before making financial decisions.
Create an account, complete the walkthrough, and decide whether Portavellum is the right workspace for your portfolio. You continue to payment only when you choose to go further.
Free to start.No payment required to explore the walkthrough.