Personal investment review

Know what changed in what you own.

PWW turns your US stock and ETF holdings into a sourced weekly review — including what you own indirectly through ETFs.

A weekly review, not another feed.

PWW connects what you own to what changed, shows the source, and keeps your prior reasoning.

Changes are ranked by your holdings, watchlist, and reasons — with a plain explanation of why each one matters to you.

Review direct and indirect exposure, fund overlap, and the coverage you can actually rely on.

Check the source, date, period, and coverage before you draw a conclusion. Missing data stays visible.

Save your reason, the evidence, and the next review date. Pick up where you left off instead of starting over.

Free workspace is available now. Pro is opening to a small founding group; see Plans for scope and status.

Who is this for?: Self-directed investors who hold about 5–30 US stocks or ETFs, follow a watchlist, and review their portfolio every week or two.
How should I read the data?: Check the source, date, period, and coverage shown with each dataset. Availability varies by security and dataset; information may be delayed, incomplete, or revised. Missing values are not filled with zero.
Are my watchlists and holdings public?: Your workspace requires sign-in. Personal watchlists, portfolio records, and research notes are tied to your account and are not public pages.
Does this place trades or give investment advice?: No. The workspace helps organize information and records. It does not execute trades or provide personalized investment advice. You remain responsible for your decisions.
What does it cost?: The Free workspace is available now. Pro is $19/month or $180/year; the first 10 founding members get 50% off for 12 months. Paid checkout is opening in phases — the Plans page shows the current status.