One source of truth across every portfolio. An always-on copilot that drafts the work — humans approve every commit. No more spreadsheets. No more silent automation. No more guessing what's at risk.
Built for PMOs, CFOs, and CIOs running > $50M of change.
3 initiatives are trending red on schedule. I drafted a re-baseline proposal for INV-417, a status report for INV-203, and flagged an unbudgeted spend on INV-552.
Plan
$182M
+4.2% QoQ
Actual
$164M
vs $171M EAC
Initiatives
247
12 at gate
Capacity
94%
3 hot teams
The AI loop
Other tools bolt on a chatbot. PortfolioOS is built around a closed loop where the copilot does the drafting and you stay in control of every commit.
Continuous signals across every portfolio — burn, risk velocity, stalled work, policy drift.
Copilot drafts the rebaseline, the status report, the risk, the reallocation. With citations.
Every action lands in an inbox as a diff card. Policy + RLS re-checked at commit.
Approved changes write to the same source of truth — and to an immutable audit log.
Three pillars, one platform
Cascade objectives, score initiatives against strategic themes, and tie every dollar to an outcome.
Multi-year planning across plan / forecast / actuals / committed. Capex vs opex. Multi-currency.
Configurable lifecycle gates, dependencies, named & role-based capacity, scenarios, and delivery.
Everything you'd build, already built
Entity types, typed custom fields, lifecycles, form layouts — admin-designed, no code.
Multi-year, multi-currency planning with versioning, funding sources, and realization curves.
Skills, availability, demand vs capacity heatmap, soft and hard bookings.
Visual workflow designer + declarative policy engine. Blocks vs warns at commit time.
Assistive, analytical, agentic — every output a diff card waiting for human approval.
What-if rebalancing with side-by-side impact, promote-to-plan in one click.
Stage gates, approvals inbox, immutable audit log, granular per-portfolio grants.
Read API, outbound webhooks, CSV/JSON import — V3 multi-tenancy is a config flip.
Trust by design
Most "AI" platforms hand you a black box. PortfolioOS records the prompt, the model, the tool-calls, the approver, and the resulting diff for every change — human or AI.
audit_log · last 4 entries
ai_proposal.commit
status_reports
entity.advance_stage
entities/INV-417
ai_proposal.commit
risks
workflow.transition
approvals/AP-882