Porter Intelligence connects daily portfolio monitoring, Porter Price valuations, AI risk ratings, and dynamic trailing stops. The same frameworks Porter analysts use, applied to your holdings.
Intelligence Dashboard
2 positions · daily brief ready
Portfolio
$245,830
Today
+$1,247
Daily Brief · Jun 12
MSFT holds above Porter Price. RIVN stop triggered. Review thesis. JNJ approaching watch threshold.
MSFT
Microsoft Corp
$425.80
+0.81%
Porter Price
$398
24.9% above stop
JNJ
Johnson & Johnson
$162.45
-0.32%
Porter Price
$171
8.8% above stop
Built on decades of independent financial research from one of the most recognized names in the industry.
Backed by finance professionals with deep expertise in valuation, risk, and portfolio construction.
Powered by fiscal.ai, the same fundamentals trusted by 70+ platforms and asset managers.
The Platform
Porter Intelligence connects the frameworks Porter analysts use in research with the positions you actually hold.
AI-written morning briefs on your holdings: thesis checks, insider activity, and overnight moves that matter.
Sample brief excerpt
“MSFT remains above Porter Price with CE score 94. Thesis intact. Monitor cloud margin expansion in Q3.”
Fair-value estimates using the same institutional framework Porter analysts apply in research.
1–5 business-execution risk: permanent impairment probability, not share-price volatility.
Dynamic exit discipline calibrated to each stock's risk profile and your investment goals.
How It Works
Connect your portfolio, get scored and monitored, then act on research-grade signals, not noise.
01
Track holdings, follow model portfolios, or sync from your Porter member account.
02
Every position gets CE scores, Porter Price targets, and AI risk ratings.
03
Daily briefs, valuation alerts, and trailing stops tell you when to hold, add, or exit.
Exit Discipline
Smart trailing stops follow price upward, never down, and alert you before a small dip becomes catastrophic drawdown.
A 50% loss requires a 100% gain to recover
Removes emotion from selling decisions
Risk-rated stops, not one-size-fits-all
Trailing stop in action
Gain at peak
+62%
Stop triggered
−20%
Gain locked
+29.6%
Features
Every capability designed to answer one question: what should I do with this position today?
Daily reports synthesize price action, fundamentals, and Porter thesis context into clear intelligence.
Six fundamental metrics score business quality using 5-year institutional data averages.
Know when quality stocks reach attractive Porter Price levels, and when stops say exit.
Follow Porter & Co. research portfolios with pre-configured scoring and stop parameters.
WordPress SSO, entitlement-aware access, and AWS infrastructure built for subscribers.
Stop triggers and valuation alerts filtered to what actually requires your attention.
Live Preview
Capital Efficiency, Porter Price, risk ratings, and dynamic stops, unified in one intelligence dashboard.
Intelligence Dashboard
3 positions · daily brief ready · 1 stop triggered
Portfolio
$245,830
Today
+$1,247
Daily Brief · Jun 12
MSFT holds above Porter Price. RIVN stop triggered. Review thesis. JNJ approaching watch threshold.
MSFT
Microsoft Corp
$425.80
+0.81%
Porter Price
$398
24.9% above stop
JNJ
Johnson & Johnson
$162.45
-0.32%
Porter Price
$171
8.8% above stop
RIVN
Rivian Automotive
$14.82
-4.21%
Porter Price
$22
1.9% below stop
Capital Efficiency
Every stock evaluated against fundamental thresholds that separate capital-efficient businesses from the rest, using 5-year institutional averages.
Free Cash Flow Margin
≥ 10%
Return on Assets
≥ 15%
Cash Returned to Shareholders
≥ 10%
Sales Growth
≥ 5%
Operating Margin
≥ 10%
Return on Invested Capital
≥ 20%
Risk Ratings
Each stock receives a 1–5 risk rating measuring permanent impairment probability. The score drives your trailing stop width.
Blue Chip
25% trailing stop
Investment-grade execution. Decades of near-perfect delivery. Virtually impregnable moat.
High Quality
20% trailing stop
Strong returns on equity and favorable competitive position. Very likely to thrive.
Moderate Risk
15% trailing stop
Commodity exposure or new competition. Narrower moat than a quality compounder.
Speculative
12% trailing stop
Serious execution risks. Development stage or significant competitive crisis.
Highly Speculative
10% trailing stop
Extremely speculative with substantial risk of permanent capital loss.
“The goal isn't to be right about every stock. It's to never let a loser destroy your compounding.”
Porter Price
Search for a company and we'll email you an institutional fair-value estimate powered by fiscal.ai data.
Free for Porter & Co. subscribers and prospects. One report per request.
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