Powerful insights.
Effortless execution.
Every feature designed to give you the edge in your investment decisions, from multi-perspective analysis to automated daily reporting.
Institutional intelligence.
Personal scale.
Multi-Perspective Analysis
Fundamental, Technical, Macro, Quantitative, and Behavioral perspectives synthesized through multiple AI models into unified recommendations.
Automated Execution
Cloud-orchestrated workflows integrate live market data, portfolio positions, and AI analysis into seamless daily operation.
Professional Reporting
Structured Excel reports with recommendations, performance history, board votes, trade logs, and dividend tracking.
Strategic Synthesis
Advanced coordination layer resolves conflicts across analyst perspectives and delivers clear, actionable guidance daily.
Continuous Learning
System tracks recommendation outcomes and refines analysis quality through persistent performance evaluation and feedback loops.
Real-Time Integration
Live market data combined with portfolio positions across platforms for comprehensive, current analysis every morning.
Advanced Capabilities
Portfolio Tracking
Track all your positions in one place with real-time valuation, gain/loss calculations, and performance attribution across time periods.
Risk Metrics
Comprehensive risk analysis including volatility, Sharpe ratio, beta, max drawdown, and value at risk for portfolio-level decision making.
Historical Archive
Access complete history of all AI analyses and recommendations to evaluate accuracy and refine your investment strategy over time.
Smart Alerts
Price alerts, recommendation changes, and significant market movements delivered instantly via email, Slack, or Discord.
Data Export
Export portfolio data, analysis results, and performance metrics to Excel, CSV, or JSON for further analysis or tax reporting.
Multi-Currency Support
Track positions and performance in USD, EUR, GBP, or your preferred currency with automatic exchange rate updates.
Coming Soon
Trade Execution
One-click trade execution directly from recommendations with integration to major brokerages including Interactive Brokers and Alpaca.
Options Analysis
AI-powered options strategy recommendations including covered calls, protective puts, and advanced multi-leg strategies.