How it works
From brokerage connection to tax-optimized portfolio in three steps.
Connect your brokerage
Link accounts read-only with bank-level encryption, import manually via CSV, or onboard RIA client books. Supports Fidelity, Schwab, Robinhood, Interactive Brokers, and 100+ more.
Run AI research & signals
Our AI Analyst scores each position with Buy/Hold/Sell signals, earnings risk, and macro context — plus deep 10-K and filing analysis on demand.
Optimize for taxes & risk
Tax Helper surfaces wash-sale violations, harvesting opportunities, and concentration risk. Export reports for your CPA or clients.
Link or import — your choice
Connect your brokerage accounts with read-only, bank-level encrypted linking — or import holdings manually via CSV. Financial advisors and RIAs can onboard client books the same way. Supported brokerages include Fidelity, Schwab, TD Ameritrade, Robinhood, Interactive Brokers, Alpaca, E*TRADE, Webull, and 100+ more.
Bank-level security
- AES-256 encryption at rest and in transit
- Infrastructure from SOC 2– and ISO-certified subprocessors
- Read-only brokerage connections — your credentials stay with your broker
- Full audit trail for every action
- GDPR- and CCPA-aligned data handling practices