PortfolioFit
Check portfolio mandate fit
Machines test portfolio holdings against a written mandate and flag evidence gaps. No account needed.
- Check my mandate PDF against my holdings CSV
- Pull the limits from this fund factsheet and test my holdings
- Explain the gaps in this mandate review
How it works
PortfolioFit reads public information. An admin can add it without connecting an account.
- Developer
- Rekognize
- Category
- Finance
- How it connects
- No account needed
- Machines can
- Read, and change what an admin allows
- Website
- portfolio.fit
More in Finance
First month free with 5k credits