Every feature exists to answer one question: what should I do next?
Wonastow combines structured data analysis with plain-language reporting so first-time investors can understand their options before they act — not after.
Analysis first. Recommendations second. Decisions always yours.
Wonastow reads your existing portfolio data, cross-references it against your stated goals and time horizon, and surfaces where the gaps and overlaps sit. Nothing is pushed automatically — every suggestion is logged, explained, and left for you to approve or decline.
- Scattered holdings across accounts with no single view of overall exposure
- Fee structures that are rarely compared against realistic alternatives
- Risk levels that drift over time without anyone noticing
- Generic advice that ignores your actual account data
Six features, one coherent process
Each feature below feeds into the next — from the moment data is imported to the point a recommendation reaches your inbox.
Portfolio consolidation
Pulls holdings across linked accounts into a single structured view, so overlaps and gaps in diversification become visible immediately.
Risk profiling
Maps your stated tolerance and time horizon against current exposure, flagging where the two no longer line up.
Fee comparison
Breaks down platform, fund, and advisory charges so you can see the cumulative cost of your current setup in plain terms.
Plain-language reporting
Every recommendation arrives with the reasoning behind it, written without jargon, so you understand the "why" before the "what".
Encrypted data handling
Account information is encrypted at rest and in transit, with access limited to what's required to generate your analysis.
Review-before-action workflow
Nothing is executed automatically. Every suggestion sits in a queue until you — or an adviser on request — confirm it.
From raw data to a decision you can defend
The same four-step process runs behind every report Wonastow produces, regardless of portfolio size or complexity.
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1
Connect your data
Link existing accounts or upload statements. Access is read-only and scoped to analysis only — nothing is moved or traded on your behalf.
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2
Set your parameters
Define your risk tolerance, time horizon, and goals. These parameters shape every recommendation that follows.
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3
Receive the analysis
A structured report highlights gaps, overlaps, and fee drag, with each finding explained in context — not just flagged.
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4
Decide and track
Accept, adjust, or dismiss each suggestion. Your portfolio is re-checked on an ongoing basis as conditions change.
All recommendations generated by Wonastow are informational. They are designed to support your own decision-making, not to replace independent financial advice.
Features mapped to where you are today
Whether you're setting up for the first time or reviewing a portfolio you've held for years, the relevant features are grouped below.
Setting up your first analysis
New users typically begin by connecting a single account to see how the consolidation and risk-profiling features work before linking further holdings. The process is designed to be reversible at every step — nothing is locked in until you confirm it.
- Guided setup with no commitment to act on any suggestion
- Clear separation between analysis and execution
- Full visibility into what data has been accessed
Keeping a portfolio aligned over time
Markets shift and so does risk exposure. Wonastow rechecks your portfolio against your original parameters on a regular basis and surfaces drift before it becomes a problem, rather than waiting for an annual review.
- Automatic re-checks against your stated risk tolerance
- Notifications only when something material changes
- No silent rebalancing — every change is proposed, not executed
Understanding your reports
Reports are written to be read, not decoded. Every figure links back to the underlying holding or fee, and every recommendation includes the reasoning that produced it, so you can take it to an adviser or act on it directly.
- Plain-language summaries alongside the underlying figures
- Exportable reports for your own records or an adviser
- Version history so you can see how your position has evolved