Immediate value
30 sec
Understand what deserves your attention today
Private beta
Boradvisor
Boradvisor shows what to watch, what to rebalance, and what changed
For self-directed PEA / CTO investors. Portfolio score, daily view, alternatives, observed outcomes and structured explanations in one readable flow.
2 min · no card · private beta · Already invited? Log in
PEA / CTOA real morning viewMeasured outcomesPrivate beta
Understand your portfolio before it forces you to react.
For self-directed PEA / CTO investors. Portfolio score, daily view, alternatives, observed outcomes and structured explanations in one readable flow.
Know in under 30 seconds what deserves your attention today.
See what changed, why it changed, and what trade-off each action implies.
Measure what actually worked instead of trusting an opaque engine.
Today
New signal
A better diversified alternative moved ahead of the most correlated line.
Since yesterday
Risk stabilized
Projected drawdown remains contained, but concentration keeps building.
This week
Weekly review
Two opportunities are strengthening, one idea drops off because momentum faded.
Boradvisor
todayProduct capture
A real morning view
A real morning view
3 priorities, 2 dominant risks, 1 rebalance to prepare
Benchmark
Benchmark spread stable
Portfolio score
72 / 100
+2 today
Risk contained · concentration rising
What changed
What changed today
liveThe portfolio score is improving, but concentration on two lines remains the main risk.
What to do this morning
liveTrim the most correlated exposure, then rotate into a more diversified alternative.
What we can prove this week
liveOutcome of a past idea, risk-adjusted impact and still-missing data.
Portfolio score
72 / 100
+2 today
Risk contained · concentration rising
Sharpe / Sortino
1.12 / 1.46
stable since yesterday
Usable risk / return reading without opening four screens
Benchmark gap / beta
4.8% / 0.93
beta down
The portfolio remains close to the benchmark with less dependency
Top action
1 rebalance
new today
Reduce overlap before the next weekly review
Reading
Why
Score, risk, change and data limits tied together
Measurement
Outcomes
The engine shows what held up this week and over time
Status
Invitation only
Private beta already usable today
Real proof
One real decision, one visible outcome
No fabricated testimonial. This card summarizes a realistic demo case and labels it as such.
Demo example derived from internal surfacesComparative scenario included
Trim one overly correlated line, then reallocate into an alternative with a better score / diversification mix.
Context: Starting point: portfolio score 69, high concentration, strong overlap across two lines driven by the same risk engine.
Why: The engine flagged excessive concentration, a credible diversification gain and a better strategy fit without degrading overall risk.
Observed outcome: Observed outcome afterwards: score up to 72, concentration lower, tracking error stabilized, no new critical alert on the replacement line.
If nothing changed: If nothing had been done: the score would have remained lower and dependency on the correlated pair would have kept rising.
What changes the perception
Boradvisor does not just show a score. It shows how a decision changes concentration, risk and the portfolio / benchmark balance.
Why this is credible
Data gaps stay visible, outcomes are historized, and the comparative scenario stays limited to what can actually be measured cleanly.
What you see in the product
Three surfaces are enough to understand the value
No wall of pages. The landing points to the screens that demonstrate daily, weekly and portfolio reading.
Daily dashboard
Global score, recent changes, what moved since yesterday, top risks and risk-adjusted actions.
Portfolio
Benchmark, stress tests, correlation, rebalances and alternatives in the same decision flow.
Weekly digest
What moved this week, which opportunities are rising, which are degrading and what to monitor next.
Examples
A few examples are enough
Each example shows an outcome and an impact, without decorative abstraction.
Portfolio score
72 / 100, +2 today.
The product immediately connects the score, concentration and dominant risk.
Morning read
3 priorities, 2 risks, 1 rebalance to prepare this morning.
The investor home view becomes actionable in less than a minute.
Outcome review
One idea confirmed, one degraded, one clear lesson for the next week.
The engine shows what held up instead of stacking dead recommendations.
Clear frame
One product truth about the current status
Trust also comes from explicit limits.
Boradvisor is currently running as an invitation-only private beta.
The product helps with trade-offs; it does not execute orders and does not replace your judgment.
Data limitations are shown explicitly instead of being hidden.
About
The product is not anonymous
A real person owns the product, with clear public pages about status and displayed data.