WiseMint

08/09/2026

Big news: WiseMint has been accepted into the Fintech Sandbox Data Access Residency.
The problem WiseMint solves: every investor deserves to know whether their portfolio is managed with skill, or just riding the market. Today, the party managing your money is usually the same one grading it. No soft sell - that is a direct conflict-of-interest. Institutions fixed that conflict decades ago with independent measurement - GIPS. Retail never got it.
WiseMint is that missing layer — independent, GIPS-aligned, risk-adjusted performance analysis for the everyday investor. No advice. No products. We don't manage money, so we can measure it honestly.
Thank you to the Fintech Sandbox team, and to my team. The real work starts now.

Independent portfolio performance reporting for everyday investors. See how your investments are really doing.

07/25/2026

Global Investment Performance Standards (GIPS) are voluntary standards used by investment managers to ensure full disclosure and fair representation of investment performance. GIPS are a set of standardized ethical principles that guide investment firms on how to calculate and present their investment results.

Global Investment Performance Standards (GIPS) are voluntary standa...

07/23/2026

JP Morgan Asset Management's bar chart indicts the retail investor for failing to match a portfolio the industry would never let them hold.
Wall St sleight of hand at its finest.

07/21/2026

In 2014, Jason Zweig issued a simple challenge to the advisory industry in The Wall Street Journal: Show us your numbers.
His point was straightforward. You can instantly pull up standardized, comparable performance data for any mutual fund. But when it comes to the actual results delivered by the person managing your money? In most cases, no independent, verifiable track record exists.
The tools to solve this have been available for years. The CFA Institute's GIPS standards provide a globally recognized framework that makes it hard for managers to shape the returns they report. One adviser quoted in the piece estimated it would cost only a few thousand dollars a year — a modest price for basic transparency.
That was more than a decade ago.
Yet most retail investors still don't have access to this level of clarity. And the problem goes beyond professionally managed accounts. If you manage your own portfolio, there's still no independent, standardized, risk-adjusted scorecard for your actual decisions.
That's the gap WiseMint fills.
We deliver GIPS-aligned, institutional-grade performance measurement of the exact portfolio you hold — calculated independently by a party that doesn't manage your money, doesn't sell you investments, and has no stake in how the results appear.
Zweig challenged the industry to show its numbers.
WiseMint gives investors the independent way to actually see them.

07/10/2026

"The latest study, in the Journal of Financial Planning, queried the seven GenAI platforms in August 2025 with the same set of prompts.

Researchers prompted the platforms with three identical financial scenarios, related to emergency savings, the optimal withdrawal rate from retirement savings and the recommended composition of an investment portfolio."

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

06/23/2026

Investors rank 'maximize my returns' #4 of 15.
Financial Advisors rank it #14 - next to last.
(Journal of Financial Planning, July 2020)

06/09/2026

Returns are not a measure of investing skill. A monkey throwing darts in a bull market gets good returns. Skill is what's left over after you account for the risk taken and the benchmark beaten. Your investment firm doesn't show you that number. Ask yourself why.

Independent portfolio performance reporting for everyday investors. See how your investments are really doing.

03/09/2025

Wisemint is exiting Facebook.

Meta went to extreme lengths, including developing a censorship system, in a failed attempt to bring Facebook to millions of internet users in China, according to a whistleblower complaint.

03/01/2025

This is a real X ad. BEWARE! Common scam - Run 100 portfolios. Hide 99 losers. Market the 1 winner as 'proven.' Welcome to the dirty secret of investment marketing. http://WiseMint.ai cuts through the deception.

02/18/2025

Prove us wrong:
Advisors who rebalance or use dollar-cost averaging claim 'passive investing,' but these active tweaks contradict the hands-off ethos of true passive strategies like buy-and-hold indexing.