CRITICAL
New filing detected: Form 8-K
Guidance updated. Market reaction started within the hour.
SEC filingRelevant sectionTimestamp
Detected 12m after publication • Confidence: High
Portfolio intelligence for serious self-directed investors
Your personal wealth manager investing assistant — on call, all day.
Belfort watches filings, earnings, news, and price moves across your assets and sends prioritised insights.
Every claim links back to the original source.
Sign in with an email link. No passwords.
Beta today: public equities. Goal: full wealth view (funds, bonds, crypto, cash, insurance) as we expand coverage.
Example output
Today's brief
~5 min- 2 critical alerts • 5 notable • 11 info
- Top movers: +3.1%, −2.4%
- One concentration warning flagged
What you get in practice
Prioritised monitoring
Critical vs notable vs background — so you focus on what changes decisions, not what fills a feed.
Evidence-linked alerts
Alerts cite the original source (filing section, transcript excerpt, or article) so you can verify fast and trust what you read.
Daily + weekly briefs
A clean summary of what happened across your holdings — designed to read in minutes, not hours.
Risk + data health checks
Concentration warnings, stale price checks, and “something looks off” signals before bad data distorts your view.
How it works
01
Tell Belfort what to watch
Add your holdings and a watchlist. Start with 10-50 equities and grow from there.
02
We monitor continuously
Filings, earnings, news, and price signals are checked throughout the day. You don’t have to.
03
You get the signal, with evidence
Alerts arrive prioritised. Briefs give you the full picture — every key point links back to its source.
FAQ
No. It’s read-only monitoring and research. You stay in control of decisions and execution.
Alerts include direct links to the underlying document or article, plus the relevant section when available.
Beta is focused on public equities. The product direction is broader wealth coverage, but we’re expanding in layers.
Alerts are prioritised by severity. If it’s not decision-relevant, it should not interrupt you.
Yes — use the watchlist to follow potential buys without mixing them into performance.