Everything you need to invest with clarity
Three pillars and four AI agents — built for serious individual investors who want institutional depth without institutional pricing.
Three pillars
Replace a patchwork of retail apps with one organized workflow.
The AI Research Analyst
Stop drowning in noise. Get earnings summaries, 10-K insights, and comps in seconds — the exact research an institutional analyst would surface, in plain English.
Portfolio Intelligence
Know what you own, what it's worth, and where risk hides — before you buy or sell. No spreadsheet rebuild, no guesswork.
Risk & Tax Optimization
Sleep better knowing wash-sales are flagged, harvesting opportunities surface automatically, and concentration risk never sneaks up on you.
AI that understands finance
Four specialized agents — not a generic chatbot. Each trained on the workflows you need for your portfolio.
AI Analyst
Ask any finance question in plain English. Get research, comps, and model assumptions — instantly.
Example prompt
"Summarize Q3 earnings risk for my top 5 positions"
Filing Research Agent
Upload a 10-K, earnings transcript, or annual report. Get a structured summary with red flags in minutes.
Example prompt
"Identify revenue quality risks in this 10-K filing"
Research Agent
Competitive landscape, market sizing, and sector research — surfaced from live data and filings.
Example prompt
"Build a comp table for dividend growth stocks in my portfolio"
Tax & Risk Agent
Monitor positions for wash-sale violations, concentration limits, and year-end tax harvesting opportunities.
Example prompt
"Alert me when any position exceeds 10% of my portfolio"