Global professionals with $100K-$5M invested who work with a wealth manager and want to participate confidently without managing every detail themselves. Dawo is most useful when individual holdings, employer equity, multiple accounts, currencies, or tax consequences make a portfolio decision consequential.

Can I import my existing portfolio?

Yes. Connect through SnapTrade, upload a CSV or screenshot, or enter positions manually. Dawo combines the accounts you choose into one portfolio view.

Nothing during beta. Portfolio analysis, research, decision work, and tax-cost maps are free with no credit card or trial clock. A paid plan will come later, but the final structure has not been set.

Why do I need an account?

You do not need one to explore the sample or run the quick check. An account saves your portfolio, review agenda, proposals, decisions, and follow-ups. Dawo checks connected facts and scheduled reviews in Review > Follow-up; external alerts are not yet part of the beta.

How is this different from a generic ticker page?

A ticker page stops at the company. Dawo connects company evidence to the position you actually own, the target you choose, the tax cost of changing it, and the condition that should bring the decision back later.

Does Dawo replace my adviser?

No. Dawo helps you prepare your side of the conversation. It examines portfolio priorities, proposal assumptions, evidence, costs, and follow-ups so you can participate with the full picture; you and your adviser remain responsible for the decisions.

Will Dawo tell me what to buy or sell?

No. Dawo computes, sources, and compares. It shows what the current price assumes, where the evidence leans, and what different paths would cost. You decide what belongs in your portfolio.

Prepare for every wealth review with the full portfolio picture.

Dawo shows what deserves attention, helps you examine your adviser's proposals against the evidence, and keeps every decision and follow-up attached to the portfolio.

Get my portfolio brief Explore a sample review →

Free during beta · No broker connection required · Research, not advice

PrepareExamineDiscussRecord & follow-up

Next portfolio review

November review · $100K across 9 holdings.

2 questions open

Whole portfolio in scopeAccounts, hidden exposures, and adviser context stay together

$100K

First priorityMETA is 25.8%The largest position, company evidence, and tax lots are ready to examine.

Adviser proposal3 inputs unresolvedFees, tax assumptions, and implementation timing need confirmation.

NextExamine the META positionThen bring the question into the review.

Open sample review

Illustrative sample portfolio. Dawo prepares the evidence; you and your adviser make the decision.

One system across every wealth review.

Your client-owned decision system before, during, and after every wealth review. Start with ranked portfolio priorities, carry the evidence into the conversation, and keep what follows attached.

Review agendaWorth discussing

3 ranked priorities

Bring to the review first

META · 25.8%

The largest position deserves an explicit conversation, with the company read and tax lots attached.

Capital$25.8K

NextExamine company evidence

Add to review

Priority 2

Growth style · 43.8%

Three holdings share a style classification, but 0.01 average correlation does not show one trade. Verify both before acting.

Capital$44.8K

NextVerify classification

Add to review

Priority 3

Adviser proposal

The proposed mix still needs its fees, tax assumptions, and implementation timing verified.

Capital$100K

NextResolve 3 inputs

Add to review

Illustrative sample portfolio. One agenda, ranked by capital at stake and what deserves a real conversation.

Try Dawo on one position.

This is the lightest way to see the exposure and cost logic before adding a full portfolio.

A useful starting point for

Employer stock, RSUs, ESPP, options, taxable holdings, or any position where changing course could be expensive.

Manual quick check

See the full position before you choose a path.

Start with rough values. Change the target and Dawo immediately shows the exposure, amount above target, and estimated tax drag.

Ticker or companyTotal portfolio valueVested shares valueUnvested grantsTarget max weight15%

Refine fund and tax assumptions

Through fundsCost basisShort-term lot valueEstimated tax rate %

All-in exposure41.4%$174,000 of $420,000

Above target$111,00015.0% target

Est. tax to trim$8,280$34,500 est. gain

Net moved$83,720$92,000 before tax

This is large enough for the cost map.The question is no longer just hold or sell. It is target weight, tax drag, and what you are willing to keep watching.

Explore full sample Start with my portfolio

Add what should bring this decision back

Save the event, date, or reported driver that should make this position worth reviewing again.

TriggerDate or deadlineCondition

Examine the proposal before you agree on a path.

Dawo separates what the proposal states from what still needs confirmation, then keeps the destination, tax, timing, and execution tradeoffs attached to the review.

ExamineTest the proposalVerify the evidence, assumptions, fees, and missing inputs.

DecideChoose the destinationYou and your adviser set the intended position size or portfolio mix.

RecordPreserve the agreementKeep the route, reasoning, open questions, and revisit conditions together.

After a target exists

Tax and timing become comparable.

Trim today$4,210

In 47 days$3,180

Estimate only; the tax-path methodology has not yet completed independent professional review. Use it to compare routes, then verify rates, lot treatment, and filing consequences with a qualified tax professional before acting.

Illustrative saved record

Changed facts and scheduled reviews come back.

AVGO's saved growth stress rises above 40%

Bring the decision back when the diagnostic crosses the saved ceiling, then recheck the full model.

No saved threshold crossed

Keep the rest out of the daily list until the evidence changes.

Public Ledger

A read should be testable later.

Dawo seals the model stress before the outcome is known, then adds the next company print and market response. Validated, challenged, or still waiting, the record stays visible.

Inspect the public ledger →

Illustrative ledger rowNVDA · GAAP gross margin

Validated

1At analysis72.0% stress level

Sealed before the next print

2Next print74.0% reported

The business cleared the saved stress

3Market response+8.3% in 5 days

+5.6% versus SPY

Example format with illustrative values. Live rows remain pending until the evidence arrives.

Start with as little data as you want.

Add precision only when it improves the answer. Broker access is optional and never the front door.

1

Rough position

Ticker, approximate value, and any employer grants. Enough to see whether the position deserves a closer look.

2

Holdings upload

A CSV, screenshot, or statement adds account and fund context without connecting a broker.

3

Tax lots and grants

Dates, prices, and vesting detail turn the estimate into a lot-level cost map.

4

Read-only broker

Keeps positions current after the value is clear. Dawo cannot trade or move money.

See how data and access work →See how a read is made →

Frequently asked questions

Carry the full picture into every wealth review.

Choose a ranked priority, examine the evidence, and preserve the conversation, decision, and follow-up in one client-owned record.

Get my portfolio brief Explore a sample review →