Polesworth portfolio analysis dashboard showing multi-exchange holdings

Why choose us

A clearer way to understand your portfolio

Polesworth brings your holdings together across exchanges and gives you straightforward, AI-assisted analysis — without pushing you toward trades you didn't ask about.

Our approach

What makes Polesworth different

We built Polesworth around a simple idea: investors do better when they can see their full picture clearly and decide for themselves what to do next.

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    Multi-exchange visibility Connect accounts from different exchanges and see your positions in one consolidated view, instead of switching between tabs and spreadsheets.
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    Analysis, not instructions Our AI surfaces patterns, concentration risk, and allocation drift in your portfolio. You always stay in control of what, if anything, you do with that information.
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    Plain-language reporting Portfolio summaries are written to be read, not decoded. We avoid jargon-heavy outputs that require a finance degree to interpret.
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    Built for ongoing use Polesworth is designed to be checked regularly as your holdings change, rather than used once and forgotten.
Polesworth team reviewing portfolio analysis tools

Our focus

We stay focused on analysis, not advice

Plenty of tools promise to tell you exactly what to buy or sell. Polesworth takes a different position: we help you understand what's actually in your portfolio, how it's distributed, and where it has shifted — and leave the decisions to you.

That distinction shapes everything we build, from how we present data to how we talk about risk. We would rather give you a clear, honest picture than a confident-sounding recommendation we can't fully stand behind.

Read more about our approach →

How it works

Getting a clear view takes three steps

1

Connect your accounts

Link the exchanges you use so Polesworth can pull together a single view of your holdings.

2

Review the analysis

See allocation breakdowns, concentration flags, and trends presented in plain language.

3

Decide for yourself

Use what you've learned to make your own call — Polesworth informs, it doesn't instruct.

See your portfolio more clearly

Connect your accounts and get a consolidated, plain-language view of where you stand today.