Portfolios, risk, diversification, explanations, market intelligence, comparisons, and full research reports — all reasoning about the same underlying holdings. Every module below is fully functional the moment you sign in.
Each module is built to answer a specific question a serious investor asks about their book. The state flows between them: what you enter into a portfolio drives the risk view, which informs the AI's suggestions, which feed into reports.
Every KPI you actually care about — cost basis, market value, unrealized P&L, health score, risk score, diversification — with your active portfolio front-and-center. Recent AI conversations and holdings surface right below.
Group holdings by strategy. Long-term core, thematic ideas, experimental positions, family-managed sleeves. Rename, duplicate, split, merge. Everything is your call, nothing is automated behind your back.
Track things you are studying but do not own. The AI treats watchlist scans differently from portfolio analysis — more exploratory, less risk-anchored.
A senior-analyst-style chatbot with per-conversation memory. Pin, rename, and search chats. Regenerate answers. Copy responses. Delete anytime.
On-demand evergreen briefings on the forces that matter — rates, inflation, earnings cycles, sector dynamics, global regimes. Never fabricated live data.
Two-investment comparison across business model, revenue drivers, growth profile, risk profile, dividend posture, and typical investor fit — with the reasoning shown.
Every AI explanation, analysis, or comparison is auto-saved as a report. Copy the raw Markdown, or print to PDF from your browser.
Unread badge on the top bar, mark-as-read, delete, and filter — all local, all private.
Auditable log of the last 500 actions on your account: portfolios created, positions edited, AI generations, sign-ins, and password changes.
Ticker, asset type, sector, country, quantity, cost — five seconds per holding.
The dashboard recomputes composite scores immediately. No refresh, no waiting.
Next time you ask about your portfolio, the assistant reasons over your actual book.
Every AI generation is saved. Copy, print, share, or reopen anytime.
Every action lands in your activity log with a timestamp.
Every score has a formula you can inspect. Every AI response can be regenerated, copied, or deleted. Every action is logged. Nothing happens on your account that you did not initiate.
This is the opposite of a "smart" brokerage app. The intelligence is on your side of the table.
How the reasoning layer is instructed, what it will and will not say.
Every metric on your portfolio, spelled out.
How risk scores are computed and why.
Balance without becoming boring.
Every ticker gets a full brief.
Macro briefings that stay useful.
Sign up in under a minute. Every module is available on the free plan.
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