Micro Family Office Platform

Your wealth,
finally unified

Portovo gives high-net-worth individuals a single, intelligent platform to track, manage, and grow their entire portfolio — from real estate to investments to cash.

Early access opening soon — no credit card required
app.portovo.app — Dashboard
Dashboard
Assets
Real Estate
Investments
Cash & Banking
Reports
Total Net Worth
$4,820,000
+$142,000 (3.0%) this quarter
Assets
$5,310,000
Liabilities
$490,000
Asset Breakdown
Real Estate
56%
Investments
24%
Cash & Banking
12%
Vehicles
4%
Business
4%
Recent Activity
↑
Main Residence
+$85k
+
S&P 500 ETF
$120k
↓
Tesla Model S
−$8.5k
↑
Savings Account
+$12k
The problem

Your wealth is everywhere. Your clarity is nowhere.

If your net worth is between $1M and $30M, you're in a no-man's land — too complex for consumer apps, too small for a full family office. Portovo was built exactly for you.

7+
Accounts to check
The average HNW individual tracks wealth across 7 or more separate platforms, banks, and brokers — with no unified view.
$0
Purpose-built tools
Below $100M, there is virtually no software designed for your specific needs. Robo-advisors are too basic. Enterprise tools are too expensive.
1
Platform you need
Portovo gives you the same operational structure as a full family office — investment tracking, net worth reporting, cash flow — in one clean dashboard.
What you get

Everything a family office runs on. Built for one.

◎
Unified net worth dashboard
See your total wealth across every asset class — real estate, investments, cash, vehicles, business equity — in one place, updated in real time.
Available now
◈
Multi-currency support
Track assets in any of 28 currencies with live XE exchange rates. Your resident currency equivalent is always shown alongside.
Available now
⌂
All asset categories
Real estate, cash & banking, investments, vehicles, business equity, and more. Every asset type has purpose-built fields and tracking.
Available now
🔗
Live account linking
Connect your bank accounts and investment portfolios directly via Plaid, Brick, and Interactive Brokers. Balances update automatically.
Coming Phase 2
◇
AI forecasting
Predictive models for asset growth and depreciation. Know where your portfolio is heading — not just where it stands today.
Coming Phase 3
▷
Family & advisor access
Share your portfolio view with family members, trustees, or advisors. Role-based permissions keep the right people informed.
Family plan
Pricing

Simple, transparent pricing.

No hidden fees. No advisor commissions. Cancel anytime.

Monthly
Annual
Solo
Portovo Core
$29/month
 
✓Unlimited assets across all categories
✓Net worth dashboard & reporting
✓28-currency support with live FX rates
✓Value history & activity tracking
✓Account linking (Phase 2)
✓1 user
Most popular
Family
Portovo Family
$69/month
 
✓Everything in Core
✓Up to 5 users & shared portfolio view
✓Collaborative ownership tracking
✓Role-based access (owner, viewer, advisor)
✓Priority support
✓Early access to AI features

Be first to manage wealth
the right way.

Join the waitlist and get early access to Portovo before public launch — plus a 3-month discount locked in for life.

You're on the list! We'll be in touch soon.
No spam. No credit card. Just early access.