PortfoliQa

PortfoliQa is an innovative investment platform designed for self-directed investors seeking transparent and comprehensive valuation tools. It consolidates global assets—including US stocks, ETFs, cryptocurrencies, metals, and Brazilian fixed income instruments like CDB and Tesouro—into a single workspace. What sets PortfoliQa apart is its commitment to transparency, avoiding black-box scoring by providing clear valuation factors and fundamental data. The platform is bilingual (English and Portuguese), making it accessible to investors in both the US and Brazil. Its free tier offers valuable features such as charts, fundamental analysis, news, rankings, portfolios, and a watchlist for five symbols, along with daily AI chat interactions. The premium plan unlocks unlimited AI chats and an expanded watchlist, making it suitable for serious investors seeking in-depth insights and tools. Solo-built and user-focused, PortfoliQa aims to empower investors with honest, easy-to-understand data, fostering smarter, more informed investment decisions.