The product promise
Portwise is not trying to be the loudest portfolio app. It is trying to be the most explainable portfolio app. If a user sees a number, they should know what it means, where it came from, and how recent it is.
What this means in practice
- We show freshness metadata (
asOf,computedAt) in risk and exposure outputs. - We maintain a methodology layer instead of ad-hoc tooltip text.
- We separate stable instrument identity (
instrument_id) from changing listing symbols.
What we are still improving
- Better corporate action coverage beyond rename and split.
- Richer overlap diagnostics for larger ETF sets.
- Cleaner information architecture for research workflows.
What is next
- Expand lifecycle handling for merger and spinoff events.
- Improve context panels with more metric-level examples.
- Keep publishing developer letters on a fixed cadence.
Credibility is consistency over time, not one polished release.