Portio is a values-first investment platform that lets you build, test, and run investment strategies aligned with your personal beliefs — whether that's ESG criteria, halal compliance, faith-based investing, or any other ethical framework. It's built for people who want genuine control over where their money goes.
No. Portio is a technology platform that provides tools for building and managing investment strategies. We do not provide investment advice, financial advice, or recommendations to buy or sell securities. You are solely responsible for your own investment decisions.
Not at all. The agent builder is entirely visual. You can define ESG criteria, configure compliance rules, exclude industries, and set risk parameters all through an intuitive interface. No programming background required.
Portio supports ESG scoring, halal/Shariah compliance screening, industry exclusions (e.g., tobacco, weapons, gambling), faith-based criteria, and custom ethical parameters you define yourself. More screening frameworks are added regularly.
Every decision your agent makes is fully traceable. You can see exactly why an asset was included or excluded, which rule triggered the decision, and how adjusting any constraint impacts your projected returns. There's nothing hidden or black-boxed.
The autonomous agent (coming soon) is a CLI-based tool that takes the strategy you've built in the visual builder and executes it on your behalf — including market monitoring, portfolio rebalancing, and real-time constraint enforcement. You define the logic once, and the agent maintains it.
We implement industry-standard security measures including encryption in transit and at rest. We never sell your personal information to third parties. Your strategies and portfolio data remain private and under your control.
Yes. The Explorer plan is free and lets you create one active agent with basic ESG screening and limited backtesting. You can upgrade to the Builder plan anytime for full access to all features.
You can cancel your subscription at any time from your account settings. There are no cancellation fees. Your access continues until the end of your current billing period.