Make sharper investment decisions — with research and a plan you can check line by line.
Your portfolio wasn't designed. It accumulated — shares from work, a few names you picked, an index fund because you were supposed to. Each made sense on its own; together they were never a plan.
Dawo shows you what you actually own, helps you decide what it should be, and prices the way there. Work that usually costs a percentage of everything you own, every year — or never gets done at all.
Free during beta · Read-only broker access · Not financial advice
Your broker is understating your biggest bet.
It reports what has vested. It cannot see what is still vesting, and it does not look inside your index fund.
Your broker shows 22% in ACME. Unvested grants take it to 38%. Your funds hold another 3.1%.
Your salary and 41% of your savings are the same bet.
Illustrative $420k portfolio. Yours runs on your actual holdings and the grants you enter.
Decide what it should be, and write down why.
Start from your own mix, not a blank page. Move the weights and see what that shape lived through — 1973, 2008, 2022 — measured over the window the data honestly supports, and told plainly when that window is shorter than you'd like.
When one looks right, freeze it as your policy — the document you keep, re-read in two years, and hand to whoever has to decide for you.
Illustrative mix and outcomes. Yours are measured over the window your own holdings cover.
The reason you haven't fixed it is the tax. Here's the number.
Lot by lot, cheapest gain first — which is the tax-minimising order. Nothing is sold and nothing is recommended. This is the figure, so you can decide whether it's worth it.
6.1% of what you move. Two lots cross into long-term treatment in 47 days — waiting that long brings it to $3,180.
Illustrative, showing US treatment; UK Section 104 pooling is handled too. Yours is computed from your own purchase history — an estimate, not tax advice.
One stock, end to end — then ask anything.
Point Dawo at any ticker for the full read — verdict, conviction, a fair-value range, accounting checks, and Wall Street's consensus. Then ask follow-ups in plain English and get a plan, the work, and a conclusion — every number from a real tool run you can open.
Illustrative example (figures for demonstration, not a live call). Probability-weighted expected price implies meaningful upside vs current; an installed-base + services flywheel underpins multi-year visibility, with clean forensics (Piotroski 8/9) and durable margins. Key risk: hardware-cycle dependence.
- ✓ Pulled the latest filing + guidance
- ✓ Built a DCF and back-solved the market's implied growth
- ✓ Checked valuation vs peers and stress-tested the bear case
2.0% of your portfolio is NVDA — all of it through funds you hold rather than the share itself.
Buying $40,000 more takes global equity to 74%, outside the 5-point band you set in March.
Already invested? See your portfolio the way a risk desk would.
Connect your brokerage read-only or upload a CSV. Dawo scores six health dimensions and stress-tests your holdings against real market scenarios.
| Scenario | Impact | Dollar loss | vs S&P |
|---|---|---|---|
| Market crash | -26.4% | -$13,200 | Better |
| Tech crash | -31.2% | -$15,600 | Worse |
| Rate spike | -8.1% | -$4,050 | Better |
| Recession | -18.7% | -$9,350 | Similar |
Illustrative $50k portfolio. Your analysis runs on your actual holdings with live data.
Today: the one thing worth reading about your money.
Dawo reads the day's filings, ratings and moves against your holdings, and tells you what actually touched your money. Most mornings that is a short list. Some mornings it is nothing, and it says so.
Risk appetite is back and your largest names are riding it — but the book is essentially one bet on large-cap tech, so a sector wobble would hit you harder than the index.
AAPL Earnings beat validates the demand thesis; durability, not direction, is the real debate.
NVDA Priced for perfection at ~2× the sector median — multiple compression is the risk.
Illustrative — yours is written from your actual holdings.
Why trust a verdict from Dawo?
Dawo records every verdict and measures it against what the stock actually did at 3, 6, and 12 months, using thresholds we publish. We're in beta, so the track record is still building — but the methodology is public and the live numbers are one click away. A general chatbot can't show you this, because it never kept score.
See our methodology →What paying a percentage actually buys.
A slice of everything you own, every year — for a plan you don't write and math you don't see.
| Advice charged on assets | Dawo | |
|---|---|---|
| Cost on a $600k portfolio | 0.5–1% a year — $3,000 to $6,000 | Free during beta |
| The plan | Written for you | You write it — Dawo supplies the evidence and checks the arithmetic |
| Tax on the move | Rule of thumb, reviewed quarterly | Lot by lot, before you act |
| “What about this name I heard about?” | Usually deflected | Two-sided read, plus what it does to your mix |
| Whether your own calls have been any good | Not typically shown | Kept, and shown back to you |
Advice is usually charged as a percentage of what you own. The 2026 State of Financial Planning Fees study puts the average bundled AUM fee at 0.96%; flat-fee and lower-cost models exist too. 2026 State of Financial Planning Fees.
Dawo is not a financial adviser, has no discretion over your portfolio, and executes nothing. It is research, not advice.
Frequently asked questions
See what your portfolio looks like under the hood.
No signup, no credit card — the demo loads a sample portfolio you can poke at.