WiseMint

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.

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.

"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."

Don't rely on AI for personal finance advice, study finds Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

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

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.

WiseMint — Independent Portfolio Performance Grades for Self-Directed Investors Independent portfolio performance reporting for everyday investors. See how your investments are really doing.

Wisemint is exiting Facebook.

Zuckerberg’s Meta considered sharing user data with China, whistleblower alleges 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.

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.

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.

A student grades his own test. Perfect score. Can’t count past ten.
👉 Your advisor’s report card is all A’s. Suspicious?
https://WiseMint.ai checks the math.
Become a Beta tester today!

Unbiased portfolio performance reporting