we just build

Institutional portfolio management, built by someone who's actually done the job.

From a two-person team to a sovereign fund, investment professionals run serious capital on consumer spreadsheets and enterprise software built for someone else's problem. We thought that was worth fixing properly — so PortfoliFLOW brings monitoring, analytics, reporting, and decision support into one system, built around how the work actually flows.

At its core is Shirley, an embedded AI agent that reads your documents, drafts your reports, and surfaces what your portfolio is trying to tell you — in whatever language you ask. Not a chatbot bolted onto a dashboard. A colleague who happens to live inside the platform, never sleeps, and is always one message away. She's on Telegram, too. And she answers when you call.

Practitioner-built, uncompromising on data integrity and analytical depth — and increasingly good at the parts of the job nobody should be doing by hand.

Status

shipped!

Domain

Capital markets

URL

portfoliflow.com

Step outside the screen.

A virtual and augmented reality extension for PortfoliFLOW. On AR glasses, a live layer over your day: prices, news and your positions, while you walk through the city. In VR, a virtual office you can step into from anywhere, with a meeting room where colleagues from around the world work on the same live data, together.

Oh, and Shirley comes along. On the street, she's in your ear. In the meeting room, she has a seat at the table.

Status

planned

Domain

Capital markets

URL

TBA

Every product is a portfolio.

Photograph a product. TEARDOWN identifies it, traces the companies along its value chain and estimates each one's share of the retail price. An iPhone is not just Apple. It is also Foxconn, TSMC, Samsung and a long tail of suppliers.

Every share comes as a range, every supplier carries a confidence level, and every claim links to its source. What cannot be traced is labelled as such. Then each company is matched to its listed securities, where there are any.

Built for phones first. AR glasses next. Like the product? Now you can own the value chain behind it.

Status

next up

Domain

Capital markets

URL

TBA

Five senses were a starting point.

Body-worn sensors, one microcontroller, one AI agent that pays attention.

An ESP32 reads CO₂, temperature, humidity, pressure, light, sound level, radiation and magnetic fields, and sends the readings over BLE to a phone. There, an MCP server exposes each sensor as a tool to an AI agent. The agent reads your surroundings through these extra senses. It tells you what the readings mean, and what to do about them.

You can't feel radiation or magnetic fields. Yet. We're working on haptic output that puts them on your skin.

Most of the time, nothing happens, and the agent stays asleep. When CO₂ climbs in a stuffy room or the pressure starts to fall, a rules layer wakes it up. Every few hours, it checks in anyway:

> CO₂ at 1,850 ppm. Open a window or leave.
> Pressure down 4 hPa in three hours. The forecast was right.
> Background radiation at 0.11 µSv/h. Nothing to report.

Inference runs locally. The data stays with you.

First build: one ESP32, some sensors, in a small bag you can carry anywhere.

Status

in design

Domain

Data analysis systems

URL

TBA