Investment adviceon the portfolioyou already own

PortfolioDOC Dashboard Demo

What can we do for you?

Actionable recommendations

Stocks, ETFs, Bonds that fit you

Have it your way

Adjust, Reject, or Replace recommendations

Works with your portfolio

No sell-down of your existing positions, just little tweaks to make it better.

Powerful real-time analytics

We don't just tell you what to do. We show you how to do it.

What sets us
apart

01

Single-stock recommendations

Tailored to the portfolio you already own — not a model basket assigned by risk score. Buy, reduce, or sell signals at the position level.

PortfolioDOC dashboard on a laptop showing portfolio holdings and recommendations
02

Thesis – Risk – Trigger

Every recommendation arrives with the thesis behind it, the risk that would invalidate it, and the trigger that marks its end. No black box.

NVDA Thesis card displayed on iPhone
03

Independence by design

No AUM fees, no kickbacks, no profit from how often you trade. The business model rules out the conflicts that shape traditional advice.

PortfolioDOC fee schedule on a walnut desk — 0% AUM, 0% kickbacks, 0% commissions
04

Uncorrelated returns

Proprietary models continuously measure and steer correlations across positions. Diversification is measured, not assumed.

PortfolioDOC correlation view — 4-ticker heatmap and diversification insight cards

“We turn the industry's logic around. Bundling was a workaround for a problem nobody wanted to solve — how to deliver real, individual investment advice to investors who are not already wealthy. At Portfolio DOC, we start with the quality of every position and its measurable contribution to the portfolio. Nothing enters by accident.”

Adnan Bilgin

Adnan Bilgin

Co-Founder

It's hard to hate us

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

Rojhat Konar

Rojhat Konar

Civil Engineer

“I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.”

Philip Frerks

Philip Frerks

Lawyer

“Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.”

Lisa Yuan

Lisa Yuan

Financial Director

“I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.”

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