FUTUREPORT®

I kept doing this analysis by hand, so I built it.

FuturePort is an AI-driven portfolio intelligence platform I founded in November 2025. It brings institutional-grade portfolio analytics to the two groups least likely to have them: independent advisors and retail investors.

THE PROBLEM

Concentration risk is usually invisible until it costs you. A book can hold eight different tickers and still be one bet, because the factor exposure underneath them overlaps. In advisory work I ran into this constantly, and most of the tools that claim to catch it either bury the answer in a single risk score or don't surface it at all.

THE APPROACH

No black boxes. Every flag the platform raises comes with the factor-level reasoning behind it, so the user can disagree with the conclusion on the merits. If I can't show my work, I don't ship the feature.

EXAMPLE READ-OUT, CONCENTRATION CHECK
TECH AND GROWTH62%
DIVIDEND AND INCOME21%
ENERGY9%
CASH8%

Flag: tech and growth exposure is concentrated across four separate holdings despite the book looking diversified by ticker count. That's a factor bet, not a name bet, and it's the kind of thing that only shows up if you go looking underneath.

Where it stands

CONCENTRATION CHECK
Live on the App Store, Android in development
BUILT ON
Cloud-hosted analytics backend, SwiftUI iOS client
DATA SOURCES
SEC EDGAR, FRED, World Bank
EARLY USERS
Independent SA advisors, EasyEquities investors, CFA candidates