Portfolio Sweep is a watch-and-learn dashboard for stocks, ETFs, and crypto. It explains what your investments are doing in plain English — what changed, whether it's just the market, and what the trend numbers mean — and it never tells you to buy or sell.
This preview uses invented tickers and placeholder numbers to show the shape of the dashboard. In the real app, every asset on your list gets a plain-English read like these — trend, momentum, the last 7 days, and whether the move is the whole market or just that asset.
Every stock, ETF, or crypto asset on your list is explained in a sentence: its trend against the 50-day and 200-day averages, its momentum (RSI), and how the last 7 days compare to the market — no jargon left unexplained.
When something moves, Portfolio Sweep checks whether the whole market moved too, and labels it: market-wide, mostly this asset, or against the market. Most panics end right there.
Keep separate lists — retirement, learning, crypto, whatever you like — and switch between them. Your lists, journal, and alerts sync across your devices.
Set a price mark on anything you watch. If it's crossed, you get one calm email digest a day — no live-push noise, no re-alerts until the price crosses back.
Note what you think about an asset, in the moment. Later, Portfolio Sweep shows you how it actually played out since your note — that's how judgment gets built.
Calm mode quiets the colors and tucks away everything that's fine, so the one or two things worth a look are what you see. A daily “Today's Concept” and a free learning library explain every term the app uses.
Sign-in is a link sent to your email — no password to remember. The free tier stays fully useful; nothing above is a teaser for a product that doesn't exist.
Two Plus features are designed and in the build queue — not yet live, and not part of what exists today: a personalized Weekly Brief (your list's week, in plain English, as a private audio brief) and a journal calibration report that grades your past reads against what happened next. Founding members get both the day they ship, as part of lifetime Plus.
The learning library sits right here at the front door — the same plain-English material the app teaches from, open to everyone:
Every concept Portfolio Sweep uses — ETFs, the 200-day average, RSI, volatility, support, dollar-cost averaging — explained in plain English.
The steady investor's checklist for a hard day: is it just the market, did anything actually change, and does it touch your reasons for watching?
Every term in the app, defined in a sentence or two of plain English — no jargon left unexplained.
A printable worksheet for sizing up anything you're watching, one calm question at a time.
The founding promise: if Portfolio Sweep is not live by the end of winter (March 2027), every founding buyer gets a full refund — automatically, no forms, no fight.
Become a founding member — $99 one timeSecure checkout through Stripe. The founding promise above covers every purchase, and checkout closes itself when the 100th founding membership is sold.
It never gives buy or sell calls, price predictions, or “hot picks.” It doesn't trade, doesn't connect to your broker, and doesn't pretend a red day is an emergency. It describes what prices are doing — trend, momentum, how a move compares to the market — so you can learn and decide for yourself.
Sign in with email, no password — we'll email you a sign-in link. It expires in 15 minutes.
Prices: end-of-day, from Financial Modeling Prep · Crypto search via CoinGecko. Updated when you open or refresh.
Privacy · Terms · Questions: support@portfoliosweep.com
Portfolio Sweep is operated by Groundwave Labs LLC.