See your portfolio the way institutions do.
Track, analyze, and rebalance your stocks, ETFs, crypto, and global assets with a quant engine tuned to your risk profile. Set up in seconds, just upload a screenshot.
The easiest way to bring your portfolio in.
No account credentials. No spreadsheets. No manual entry. Drop a screenshot and Vortaris does the rest.
Snap, upload, or import
Take a photo of your statement, upload a PNG, JPG or PDF, or import a CSV from your broker. Images are analyzed and discarded on the spot — never stored.
We identify your assets
Our proprietary scanner reads every ticker, quantity, and price — matching positions across crypto, US, global, and Brazilian markets automatically.
Get institutional analysis
Risk, correlation, returns, and a tailored rebalance — generated in seconds. The depth a desk gets, in plain language you can act on.
We collect your first name and email. Nothing else.
No phone numbers. No documents. No selling your data — ever. Vortaris is built so the only thing we ever know about you is how to say hello.
Name & email only
The entire account is a first name and an email address. We never ask for anything we don't need.
We never sell data
Your holdings are yours. We don't sell, share, or monetize your information with anyone. It is non-negotiable.
No credentials, ever
We never ask for your brokerage login or password. Nothing connects to your accounts — you simply upload a screenshot or statement.
Images are never saved
Statement photos and uploads are analyzed to read your positions, then discarded on the spot. AES-256 encryption throughout.
A proprietary engine that thinks in risk, not noise.
Vortaris analyzes your portfolio and rebalances it to your chosen risk profile — combining proprietary quantitative algorithms with AI intelligence. Pick a profile and see the projected impact instantly.
Fortress
Capital preservation, minimal drawdowns.
Strategic Income
Steady income with growth exposure.
Global Macro
Global diversification, macro resilience.
Momentum
Capture upward trends.
Frontier
High-conviction bets, asymmetric upside.
It doesn't just rebalance. It tells you why.
Vortaris Intelligence is the proprietary layer that reads your entire portfolio — risk, correlation, concentration, income — and explains it in plain language. Every rebalance comes with the reasoning behind each move, so you're never asked to trust a black box.
This portfolio is heavily concentrated in US large-cap equities and high-dividend strategies, with moderate international diversification through VXUS and VYMI. The tilt toward yield-oriented funds increases interest-rate and sector-concentration risk, while the absence of bonds raises overall volatility.
AMLP and JEPI are the primary drivers. Both offer distributions well above your current 3.49% yield, lifting projected income while keeping the portfolio inside your Strategic Income profile.
Trimming VTI, VOO and VYM removes redundancy. You already hold similar large-cap exposure through VYMI and GPIQ — at +0.99 correlation, they move in lockstep, so freeing that capital improves diversification without sacrificing the core.
The trade-off is explicit. Expected yield climbs from 3.49% to 4.10% — roughly $9,500 more a year — but volatility rises from 12.6% to 13.3%. Implement gradually over 4–6 weeks to manage timing risk.
Comprehensive US market coverage and a low expense ratio make it a stable, efficient core that captures long-term equity returns.
As an international high-dividend fund, it's exposed to currency swings and global growth — worth monitoring if the dollar strengthens.
✦ Reads the whole picture
Risk, correlation, concentration, geography and income — analyzed together, not one chart at a time.
✦ Explains every move
Each proposed position change comes with the reasoning, the trade-off, and how to implement it.
✦ Plain language, not jargon
Institutional-grade depth, written so any investor can act on it with confidence.
Crypto, US & global equities, and all of B3.
Built for Brazilian investors going global — and global investors who want everything in one view.
Crypto
Track digital assets alongside everything else — no separate app.
US & Global Equities
Stocks and ETFs across Nasdaq, NYSE, and major world exchanges.
Brazilian Stocks & ETFs
Full B3 coverage — ações, BDRs, and listed funds in one place.
Treasuries
Government bonds and Tesouro Direto, weighted into your full picture.
The metrics a desk runs — in your pocket.
Every position scored on the same risk framework professionals use to manage billions.
Your portfolio, analyzed in minutes.
Bring your holdings in with a single screenshot and see them the way institutions do.