Morrowell pulls together what you hold across brokers, banks, and the receipts in your drawer. Then it runs research keyed to your portfolio.
M&M cut allocation in the flexi-cap fund you hold. Auto is now 11% of that position, down from 17%. Two analysts flagged the move as bullish for FY27 margins.
Status moved from UNCHANGED to STRENGTHENING. NIM expansion in Q3 supports the case.
Onboarding is a short walkthrough. By the end, your first digest is waiting.
Link Zerodha in two taps with read-only access. If you'd rather skip, you can add everything by hand.
Mutual funds, gold receipts, property papers, art. Even physical assets you can only photograph.
Tell us how often you want a digest and which markets, sectors, and ideas you care about.
A net-worth snapshot and a personalised digest, keyed entirely to what sits in your portfolio.
Three layers in sequence: what you give it, what it makes of that, and the surface you read it from.
Below is what ships today and what's on the way. Anything still in flight is marked.
Stocks, mutual funds, ETFs, gold, real estate, art, crypto. If you own it, you can put it in.
Photograph a receipt, a certificate, or a property paper. We pull the relevant numbers out and track them next to everything else.
A daily snapshot in your base currency. Watch the line over weeks, months, and years.
Keyed to what you own. Pick daily, weekly, or monthly.
Write down what you believe and why. Every week we re-read it against the news and tell you whether the case got stronger, weaker, or held.
Upload PDFs, save articles, drop in YouTube links. The research chat works from your library first.
A research surface that reads your holdings, your theses, and your saved articles, not whatever Google indexed this morning.
How exposed am I to the auto sector after this week's news?
Across your portfolio, auto sits at 8.4% of total holdings. That's down from 11.2% a month ago. Three positions moved this week:
Answers stay tied to what's in your portfolio, not generic market summaries.
Every claim links back to a document, transcript, or filing, so you can check the work.
It uses your saved theses, your earlier questions, and your reading library to inform every answer.
Each Wednesday, Morrowell pulls your saved theses back out and compares them against the week's filings, earnings calls, and news touching those positions. You find out whether your reasoning got stronger, weaker, or has fallen apart.
The reviews build into a history you can scroll back through, so you can see when a thesis turned and why.
Morrowell is for individual investors building portfolios that include things their broker can't see. It isn't for day-traders, and it isn't an advisor.
Your money is split across two brokers, a mutual-fund app, a property in a different city, and a sock-drawer of gold receipts. Morrowell brings all of it under one running total.
PDFs in Drive, articles in Pocket, YouTube in a watch-later black hole. We give that library a home and make it queryable.
Gold, land, art, a SAFE from a friend's company. Things that don't show up on a brokerage statement, but absolutely show up in your net worth. Morrowell tracks them alongside the rest.
We're keeping the beta free until we're confident in what's shipping. When paid plans arrive, beta users will be grandfathered onto a plan we think is fair, and you'll see the details well before anything changes.
Morrowell is in private beta. Drop your email and we'll be in touch as we roll out invites.
Join the beta