PortVisio Portfolio Visualizer

Portfolio Visualizer

• Interactive treemaps transform rows and columns into a clear visual map
• Block size reflects position size
• Block color reflects gains and losses
• Switch between Daily and All-Time performance views

Real-Time Intelligence

• Live price updates
• Instant access to news, charts, and earnings
• Custom alerts when holdings or portfolio performance hit key thresholds

Effortless Management

• Add, edit, or remove holdings in seconds
• Track cash positions alongside investments

Why Investors Use PortVisio

• Spot concentration risk immediately
• Identify winners and losers at a glance
• React faster to major portfolio moves
• Understand allocation and exposure in seconds