Your investments deserve their own analyst. And evidence you can check.
Dawo shows what you actually own, what each price needs to be true, and what changing it would cost — every figure dated and traceable to its filing.
For today's price to be right, every growth driver has to run −6.1% a year against its own trend.
| Driver | Last printed | Trend | Price needs | Evidence | You |
|---|---|---|---|---|---|
| Data Center revenue | +117% | +40% | +24% | ↑ leans higher · 14 for, 9 against | |
| Gaming revenue | +41% | +40% | can't reach it alone | ↑ leans higher · 2 for | |
| GAAP gross margin | 75.0% | 75.0% | can't reach it alone | ↓ leans lower · 1 for, 4 against |
Type your own rate for any driver and the model reprices on it; the rest stay at trend. At trend it prices $344 against today's $230.
Illustrative read for one name; figures are the demo's on the day shown. Yours runs on the current filings.
- Every number is a print. Dated, from the filing, one click to its sentence. No model writes a number.
- Read-only by design. Dawo can see your positions. It can never place a trade or move money.
- Never used to train AI. Your portfolio produces your analysis and nothing else. No ads, no data sales.
Your broker is understating your biggest bet.
Your portfolio wasn't designed. It accumulated — shares from work, a few names you picked, an index fund because you were supposed to. Your broker reports what has vested. It cannot see what is still vesting, and it does not look inside your index fund.
Your broker shows 22% in ACME. Unvested grants take it to 38%. Your funds hold another 3.1%.
Your salary and 41% of your savings are the same bet.
Illustrative $420k portfolio. Yours runs on your actual holdings and the grants you enter.
Decide what it should be, and write down why.
Start from your own mix, not a blank page. Move the weights and see what that shape lived through — 1973, 2008, 2022 — measured over the window the data honestly supports, and told plainly when that window is shorter than you'd like.
When one looks right, freeze it as your policy — the document you keep, re-read in two years, and hand to whoever has to decide for you.
Illustrative mix and outcomes. Yours are measured over the window your own holdings cover.
The reason it stays that way is the tax. Here's the number.
Lot by lot, cheapest gain first — the order with the least tax. Nothing is sold and nothing is recommended. This is the figure, so the decision is yours to make with it in front of you.
6.1% of what you move. Two lots cross into long-term treatment in 47 days — waiting that long brings it to $3,180.
Illustrative, showing US treatment; UK Section 104 pooling is handled too. Yours is computed from your own purchase history — an estimate, not tax advice.
Ask about a name you own. Get the read, not a verdict.
What today's price needs from the drivers the company reports, where the evidence in the filings and calls leans, and what it does to the mix you already hold. You write down what you believe; Dawo watches the next print.
2.0% of your portfolio is NVDA — all of it through funds you hold rather than the share itself.
$40,000 more here would take global equity to 74%, outside the 5-point band you set in March.
The next data-center print, and the gross-margin line.
When either crosses what you wrote down, Today says so. Most mornings it is nothing, and it says that too.
Illustrative — yours is written from your actual holdings.
And the rest of the desk.
Six health scores and four stress scenarios on your actual holdings. Connect a broker read-only or upload a CSV.
The day's filings, ratings and moves, read against your names. Most mornings that is a short list.
On a $600k portfolio, for a plan you don't write and math you don't see. Dawo is free during beta; you write the plan and it checks the arithmetic.
Advice is usually charged as a percentage of what you own. The 2026 State of Financial Planning Fees study puts the average bundled AUM fee at 0.96%; flat-fee and lower-cost models exist too. 2026 State of Financial Planning Fees. Dawo is not a financial adviser, has no discretion over your portfolio, and executes nothing. It is research, not advice. How a read is made →
Frequently asked questions
See what your portfolio looks like under the hood.
No signup, no credit card — the demo loads a sample portfolio you can poke at.