ABOUT Portfolio
Portfolio was founded by Thomas Schultz, who set out to solve a common frustration: managing money across multiple apps with limited features. He envisioned a single platform that could bring everything together, giving people a clear, complete view of their financial world in one place.
The result is Portfolio, an all-in-one wealth dashboard that tracks assets, liabilities, cash flow, and overall financial health with clarity and ease. Among its standout tools is Portfolio Assist, an AI-powered chat feature that helps users make smarter decisions—whether that’s comparing stocks and crypto, getting suggestions on their next purchase, or analysing their broader financial position.
Though still in its early stages, Portfolio is built to grow and evolve. What started as a simple idea born from frustration is now the foundation of something truly innovative in the fintech space—an app designed to make managing money smarter, simpler, and more connected than ever.