PortfolioFit
Check portfolio mandate fit
Agents 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, so there is no account to connect. An admin adds it and every agent can use it at once.
- Developer
- Rekognize
- Category
- Finance
- How it connects
- No account needed
- Agents can
- Read, and change what an admin allows
- Website
- portfolio.fit
