Portfolio intelligence for self-directed investors
Your personal wealth manager—
on call, all day.
Belfort monitors filings, earnings, news, and price moves across your holdings — and sends you prioritised, source-linked insights so you can act with confidence.
Sign in with email. No password needed.
Monday morning portfolio summary
Your portfolio closed at $214,830 on Friday, down 1.7% for the week. The pullback was led by NVDA, which fell 5.5% after its Q4 earnings beat expectations but disappointed on forward guidance — $260B in market value was erased overnight. Meanwhile, AAPL continues to hold near highs after its record $143.8B revenue quarter.
- NVDA: Despite beating estimates, shares dropped on concerns about AI demand peaking and concentrated data center revenue (91% of total). The $4.5B H20 inventory charge from the October filing is still weighing on sentiment.
- AAPL: iPhone 17 demand drove a 23% surge in iPhone revenue to $85.3B last quarter. China sales up 38%. Still your largest holding at 31% of portfolio — above your 30% threshold.
- No action needed on MSFT, GOOGL, AMZN, V, JPM, or your 8 other positions — all within normal range.
Generated today at 6:45 AM · Covers market close Mar 14
Product preview
Portfolio overview
Global leaders in USD · USD base
Total value
$40,802.68
Day move +0.2%
Prices referenced from mid-Mar 2026 market quotes
Focus
Consumer Staples
This USD portfolio blends global growth, healthcare, and staples so the overview feels like a real long-term account rather than a single theme bet.
Holdings
4
Largest
TSM 34.8%
Risk state
Watch
Product posture
No hard sell. No fake urgency.
If software is meant to help you think clearly about your money, it should not behave like it is trying to close you. Belfort stays read-only, keeps the evidence visible, and raises its hand only when something earns attention.
Quiet rules
No pressure to transact
Belfort is read-only. It helps you see what changed and why it matters, without turning every alert into a prompt to trade.
No sales-funnel posture
The product is meant to get you from sign-in to signal quickly, not surround the workflow with pressure, friction, and manufactured urgency.
No urgency theater
Severity comes from the underlying event: a filing, transcript, article, or price move. Not from tactics designed to farm clicks.
How it works
One monitoring loop, shaped into three investor-friendly moments
Operating rhythm
The product keeps watching in the background, but only surfaces what earns attention.
Add your holdings
Tell Belfort what to watch. Add a portfolio and a watchlist — start with a few equities and grow from there.
Portfolio and watchlist stay separate, so monitoring never muddies performance.
We monitor continuously
Filings, earnings, news, and price signals are checked throughout the day. You don’t have to.
The loop is always on, but the product stays quiet until something becomes decision-relevant.
Get the signal, with evidence
Alerts arrive prioritised by severity. Briefs give you the full picture — every claim links to its source.
Read the summary first, then drill into the exact filing line or transcript excerpt if you want more.
Beta scopePublic equities today. We'll expand to funds, bonds, crypto, cash, and insurance once the core monitoring loop is solid.
FAQ
Common questions before you trust a product to watch your money
Belfort is designed to help you think faster, not trade for you. The product stays read-only and keeps every insight traceable.
No. Belfort is read-only monitoring and research. You stay in full control of decisions and execution.
No. Belfort is designed to be self-serve, calm, and useful on its own. The goal is to help you assess what changed, not pressure you into a transaction.
Alerts include direct links to the underlying document or article, plus the relevant section when available.
Beta is focused on public equities. The product direction is broader wealth coverage, but we’re expanding in layers.
Alerts are prioritised by severity. If it’s not decision-relevant, it won’t interrupt you.
Yes — use the watchlist to follow potential buys without mixing them into your portfolio performance.
What you get
Built around the decisions an investor actually has to make
Designed for calm
Signal design
Prioritised monitoring
Critical vs notable vs background — so you focus on what changes decisions, not what fills a feed.
Verification
Evidence-linked alerts
Every alert cites the original source — filing section, transcript excerpt, or article — so you can verify fast.
Cadence
Daily + weekly briefs
A clean summary of what happened across your holdings, designed to read in minutes, not hours.
Guardrails
Risk + data health checks
Concentration warnings, stale price checks, and early signals before bad data distorts your view.