Privora Frequently Asked Questions

Privora is a private AI investment steward that operates continuously around your platform investment data, market signals, and intelligent analysis. Its focus is not on delivering one-off conclusions — it helps users more systematically understand portfolio risk, track key signals, and supports AI agents calling the platform's analysis capabilities for research, tracking, and review tasks.

Privora is primarily for individual investors who want to manage their portfolios more systematically — people who are not satisfied with just checking prices and want continuous insight into portfolio risk, signals, and opportunities. It is also useful for advanced users who want AI agents to work with platform analysis capabilities in research and monitoring workflows.

Standard market apps focus mainly on price display, charts, and information feeds. Privora focuses on portfolio-contextual analysis, risk monitoring, continuous filing and news tracking, and explanation support around your platform holdings. The goal is not just seeing information but understanding which changes matter most to your portfolio.

General AI excels at broad research and language generation but does not naturally hold your portfolio context, continuous monitoring mechanism, or structured investment analysis chain. Privora accumulates these capabilities inside the platform and can open them to AI agent use, making it better suited for real investment research, tracking, and review workflows.

AI portfolio analysis means placing your platform holdings, watchlists, market signals, filings, news, and risk characteristics in the same context for continuous analysis, helping investors understand portfolio changes, potential risks, and noteworthy events more quickly.

Portfolio risk monitoring tracks exposure across your holdings, sector and thematic concentration, price changes in key positions, filing and event impact on the portfolio's risk structure, and how these factors interact and evolve over time. The aim is to identify meaningful risk changes earlier, not just to record that prices moved.

This feature is in development and expected to launch after the public beta. Once live, Privora will link filings and news to the relevant holdings. When an event touches a position you hold or watch, the system will surface that connection and explain its impact on your portfolio context. To be notified when it launches, feel free to leave your email via Contact Us.

Privora accumulates investment analysis capabilities inside the platform. AI agents can use these capabilities around your portfolio context to conduct research, tracking, explanation, and review tasks. The goal is not to give agents a broad conversation window, but to let agents produce answers grounded in real portfolio context. See the platform for specific capabilities, or read the user guide for workflow details.

Your data is used only within your authorized platform scope to generate analysis, alerts, and judgment support. Privora's product approach is to work within a controlled platform-internal data context — not to use sensitive holdings as open input into external general-purpose AI.

No. Privora provides information integration, data analysis, and intelligent judgment support to help users understand investment information and risk more clearly. All content is for reference only and does not constitute return promises or personalized investment advice.

No. Privora provides information integration, data analysis, and decision support — not return guarantees or investment promises of any kind. All outputs are for reference and judgment support only. Investment decisions remain entirely the responsibility of the user.

No. Privora's analysis operates within your authorized platform scope using platform-internal data context. This is not the same as pasting your portfolio into an external general-purpose AI chat. Data used for analysis stays within the platform's controlled environment.

No. You can start from the platform's existing capabilities and guided workflows, then gradually build toward your own analysis and monitoring setup. The platform is designed to be usable from day one without requiring extensive initial configuration.

Most users find it natural to start with AI portfolio analysis — bringing your platform holdings into context and getting an initial picture of your exposure and risk. From there, you can layer in continuous risk monitoring, news and filing tracking, and eventually agent collaboration capabilities as your workflow matures.

It supports all three, and they work together. Research gives you initial understanding of your portfolio context. Monitoring keeps that understanding current as markets and filings evolve. Review helps you look back at how your analysis and judgments have held up. The platform is designed to support a continuous cycle across all three, not just one.

Yes. Continuous tracking is a core design principle of Privora — not a mode you turn on. Holdings, watchlists, signals, and events are monitored on an ongoing basis, and the platform's explanations and alerts are designed to maintain a coherent, evolving picture of your portfolio rather than providing isolated one-off answers.