Audit report · Jun 9, 2026 · hand-graded
Last run 9 Jun 2026, 00:00
portolio.app
An editorial reading room that respects you. The headline picks a fight with the right enemy, the page runs on real numbers, and a sample brief sits one click from the door — Marc would tick #3, #10, #20, #25 without blinking. Then it trips on the two he's bluntest about: no testimonials (#29, “collect proof before traffic”) and no founder you can see (#15, “show your face”).
31 checks · 24 passed · 5 need work · 2 failed
Category scores
Fix these first.
Ordered by how much each one is costing you. Start at the top.
- 1
Launched without testimonials
rule 29Found: Rule #29: “A landing page without testimonials is asking strangers to trust you blindly.” The ticker logos and “4,081 filings summarized” are volume — not a single human saying the summaries are right.
Fix: “Collect proof before traffic.” Add 2–3 quotes from retail investors. For a tool that summarizes 247-page filings, one trusted voice beats ten more features.
- 2
No founder to see or hear
rule 15Found: Rule #15: “People buy from people… Show your face.” The product asks you to trust its read of financial filings, but no human is named or shown anywhere.
Fix: A short founder note — “I'm an investor who got tired of fighting EDGAR” — with a face. People buy from people.
- 3
Two hero CTAs compete
rule 22Found: Rule #22: “When people have multiple paths, many choose none.” “See a sample brief” and “Start reading” sit side by side.
Fix: “Give people one next step. Just one.” Make “See a sample brief” the single primary action; demote “Start reading” to a quiet link.
The rest of the rubric
Needs work
- “Start reading” is vaguerule 28
Rule #28: “Remove uncertainty.” If you keep a second CTA, name what happens — “Start my filing feed” over a generic verb.
- The hero stacks several ideasrule 6
Rule #6: “One screen. One message.” Feed + Smart Summary + source + a ticker wall all share the first screen. Gorgeous, but busy — let one idea breathe.
- Footer isn't built to be sharedrule 4
Rule #4: “Finish strong.” The dispatch is inherently shareable — engineer the last screen to push a card people want to post.
- Sophisticated copy for a sophisticated readerrule 7
Rule #7 wants a fifth grader to follow it. The audience is investors, so the register is fair — just keep the Smart Summaries plain.
- The name is wordplay on a real wordrule 23
Rule #23: “Use words people already know. Avoid wordplay, made-up words…” “Portolio” is “portfolio” with a letter knocked out — a made-up word, not one people already know. It reads instantly, which softens the blow, but it's exactly the wordplay #23 tells you to avoid.
Passed — don’t break these
- ✓#30 — 7 words, picks a fight with the right enemy
- ✓#3 — built on real figures, not adjectives
- ✓#25 — a sample brief: play before you pay
- ✓#16 — “from $9/mo” in the nav
- ✓#10 — the hero is a working sample (show, don't tell)
- ✓#11 — one thing: SEC filings
- ✓#19 — an editorial filing reader is something new
- ✓#20 — the hero sells on its own
- ✓#18 — an emotional, contrarian headline
- ✓#24 — sells the outcome (read what matters), not features
- ✓#26 — no weak words
- ✓#31 — premium $9/mo positioning
- ✓#13 — rides the AI-summary + retail-investing wave
Headline rewrites, ready to paste
“Read the 10-K. Not the hot take.”
“Your portfolio just filed. Here's the brief.”
“EDGAR, set in a typeface for humans.”