The Story of Your Portfolio
Your Portfolio In Story Form
Many financial services firms offer various ways to view your portfolio - recent prices, gains, losses, etc. We aim to describe your portfolio as if it was a collection of operating businesses. The idea comes from reading high quality annual reports and trying to recreate this experience for individual investors without them having to track down the data and analyze it.
Wish you could read about your investments as a story instead of a bunch of numbers?
We'll turn your portfolio from a wall of numbers to a story
01. Send Us Your Portfolio Symbols
We'll take your investments and run them through our story creation engine to generate financial performance along with important information about the company's industry & competitors
02. We run our proprietary story algorithm
The story of your portfolio is generated using our proprietary database of financial data and narrative engine to create an easy to consume, entertaining story about your investments
03. We deliver your story to you
We will email you a PDF with the story of your portfolio for you to enjoy (for entertainment purposes only) usually in a week or so depending on volumes
Harness the efficiency of narrative
Humans are designed to consume stories as a quick way to understand the important parts of the world around them
500+ stocks included
We're currently building out our database of covered US-listed companies
10+ Custom metrics
We use professional-style metrics to measure owner earnings, capital allocation and other metrics to quantify business performance
Founded in 2026
We're brand new!
What experts are saying
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Buy your portfolio story
Click 'Get started' button and you'll be sent to Gumroad for payment & further details or email [email protected] for additional information
$9.99
For a limited time we're offering this low price
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