Information is everywhere, but hard to organize
Portfolios, prices, filings, news, and theme rotation live in separate places, making it hard to judge them in one context.
Your private exclusive
data steward.
Privora brings together your stocks, holdings, gold and other multi-asset data, with risk signal tracking and AI interpretation — giving you a data steward that works like a private-fund researcher. So that ordinary investors can have the platform and capabilities of a private fund.
Data asset subscription, continuous risk monitoring, AI Agent integration — all run in the same workflow. Work like a private fund.
Stocks · Holdings · Gold · Multi-asset
AI Agent ready
Continuous risk monitoring
Data + analysis + Agent unified
This clip is recorded from the real product interface; the data shown is sample data. The product interface and assistant replies in the recording are in Chinese.
- Browse subscribable data in chat Ask “Which datasets in the marketplace can I subscribe to?”. The assistant lists the published assets. To use one, click “Free Access” in the marketplace.
- Holdings analysis Ask “Show my holdings and today’s P&L”. The assistant reads account positions and summarizes them. Holdings shown are sample data and not investment advice.
- Set an alert by chatting Say the condition, for example “Remind me when Moutai falls below 1200”, check it on the confirmation card, and the alert rule is created. Whether a notification arrives depends on the channels you configure.
Most investors do not need more data — they need a system that keeps making sense of it
Price alone does not explain risk
A single market move does not explain your portfolio's exposure or how your P&L is changing.
Alerts are fragmented and decisions lose continuity
Many tools can send one notification, but not maintain context, explanation, and ongoing review.
Analysis is generic instead of personal
Information feeds are noisy, but very little of that analysis is truly aligned with your positions and preferences.
What you need is not more information, but a decision-support layer that understands your portfolio.
Privora organizes private investing support around four focus areas
AI portfolio analysis
Interpret positions and market context together so you can see exposure and shifting risk faster.
Portfolio risk monitoring
Continuously follow risk signals across your holdings' prices — so monitoring stops depending on ad hoc market checks.
Paper trading + real-time alerts
MARKET/LIMIT paper trading on live quotes, plus webhook metric alerts to Feishu / DingTalk. The same strategy script runs against historical replay and live quotes, with commissions, T+1, 100-share lots and the A-share ±10% price limit held identical by a CI parity gate.
AI agent investment analysis
Expose the platform investment-analysis layer to AI agents for research, monitoring, explanation, and review workflows.
Not a one-off answer — a continuous support layer around your decisions
From connecting portfolio data to tracking market signals and generating personalized analysis, Privora stays updated around your portfolio over time.
1
Connect investment data inside the platform
Bring positions, watchlists, and tracked assets into one analytical context.
2
Monitor market change continuously
Track prices, rotation, and critical event changes around what you own and watch.
3
Generate personalized decision support
Use AI to turn noisy data into clearer, more continuous signals and explanations.
Not a pile of disconnected information, but a support layer that keeps working around your investing decisions.
See how it stays with your market thinking
From data entering the platform to analysis, explanation, and alert generation, this shows the full decision-support loop.
Sample data — not real returns or account information
A dashboard is built from independently-loaded widgets — a subscription count and an alert-rule count each render on their own, so one widget failing does not take down the rest.
Real-time and minute-level data coverage, including live SGE gold and silver →
Gold/Silver Daily Data · 10 SGE contracts
Gold/Silver Daily Data · 10 SGE contracts
Subscribed ✓
Subscribing to a marketplace dataset clones it into your own workspace — every read afterward runs against that clone.
Au99.99 close price threshold
> $80
Alert rule triggered: Au99.99 close price crossed the configured threshold
Set a threshold on a metric you care about — crossing it triggers the rule; whether it reaches Webhook/Feishu/etc. depends on the channel you configure.
Real backtest
lr_audit_dualma_gold
Period 2023-01-01 ~ 2024-12-31
Strategy NAV
Benchmark NAV
Total return
69.3%
CAGR
14.7%
Sharpe ratio
0.93
Sortino
1.13
Max drawdown
-9.1%
Win rate
74.4%
Trades
43
Alpha
0.129
Beta
0.210
This curve is a real Python backtest run on the platform (dual moving average on gold, benchmarked against the same period’s gold price). Every figure below is that run’s output, not an illustration.
Who should use it first?
It is not built as a generic information site, but for people who need continuous investing judgment.
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Best for investors and advanced users who want to turn fragmented information and portfolio context into a durable decision framework.
Questions you probably care about most
Is Privora an investment advisor?
Privora provides information organization, data analysis, and intelligent decision support. It does not promise returns or constitute personalized investment advice.
How is portfolio data used?
Only within the scope you authorize inside the platform to generate analysis, alerts, and decision support.
Can AI agents call the analysis layer directly?
Yes. The platform can expose analysis capabilities to AI agents for research, monitoring, explanation, and review workflows.
Do new users have to configure everything from scratch?
Not necessarily. You can start from the platform’s existing capabilities and guided flows, then evolve toward your own setup.
Who should start first?
Individual investors who want better portfolio understanding
For people who want more than price screens and need ongoing insight into portfolio risk and opportunity.
Individual investors doing quant or systematic trading
For those who want reliable structured data and Bearer-Token / Agent integration into their own strategy pipeline.
Advanced users who want agent access
For users who want AI agents to call the platform analysis layer for research and monitoring tasks.
Data Use and Risk Boundaries
Your data is used only within the authorized platform scope to generate analysis, alerts, and decision support. Privora does not promise returns or constitute personalized investment advice. The focus is on information integration, analysis, and judgment support.
Not sure how to use Privora yet?
Leave your goals, watch areas, or investing information problems, and we will help you map the right workflow.