Selected sources
The owner chooses and authorizes the sources used to prepare portfolio information.
Personal software · Local by design
A clearer view of work in progress.
Portfolio Ops is a private portfolio coordination tool that runs on its owner's Mac. It helps organize authorized project work and prepare reports from selected sources.
How data is usedHow it works
A small, owner-operated workflow.
Owner-controlled operation
The application runs on the owner's Mac with protected local credentials and storage. Authorized reports use Google delivery; owner-authorized agent workflows may process selected context through external services.
Private reporting
Reports can be sent to an existing authorized recipient. The application is for personal use, not a public service.
Contact
Questions about Portfolio Ops?
Contact the owner at marco@marcomc.com.