Your portfolio,
understood by AI

Connect your brokerage. Get a health score, risk alerts, AI-summarized news, and a copilot that answers questions about your actual holdings - not generic tips.

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500+

Stocks tracked

Real-time

Market quotes

AI-powered

News summaries

Risk dimensions

Everything a retail investor needs

Portfolio analytics, risk detection, market intelligence, and an AI assistant - in one place.

AI Portfolio Assistant

Ask anything about your portfolio in plain English. Get answers backed by real-time data, not generic advice.

Portfolio Health Score

A single 0-100 score across diversification, concentration, ETF overlap, volatility, and expense efficiency.

AI-Summarized Market News

Market headlines and portfolio-specific news, each with an AI-generated summary and sentiment tag.

Macro Pulse

Track GDP, inflation, employment, and Fed policy in one view - with AI commentary on what it means for your holdings.

Deep Allocation Analysis

Breakdowns by sector, asset class, geography, market cap, and risk level. See exactly where your money sits.

Risk Alerts

Automatic detection of concentration risk, sector overweight, and ETF overlap - with severity-ranked alerts.

Up and running in minutes

No complicated setup. No subscription required to get started.

Connect your portfolio

Link Robinhood, import via CSV, or connect through Plaid. Your data stays encrypted.

Get instant insights

Health score, risk alerts, allocation breakdowns, and AI-summarized news - all computed in seconds.

Ask your copilot

"Why is my portfolio down?" "Am I too concentrated in tech?" - the AI assistant answers with your real data.

Create your free account

AI Assistant

Ask anything about your portfolio

The AI assistant has access to your live holdings, market data, and portfolio analytics through secure tool integrations. It doesn't guess - it queries your real data.

"What's my biggest risk right now?"
"How diversified am I across sectors?"
"Summarize the latest news for my holdings"
"What happens if the market drops 20%?"

Portfolio Copilot

Am I too concentrated in tech?

Your tech exposure is 42.3% across 8 positions - well above the S&P 500's ~31% weight. AAPL alone is 14.8% of your portfolio.

Your health score's concentration sub-score is 52/100, flagged as elevated. Consider diversifying into underweight sectors like Healthcare (2.1%) or Energy (0%).

Your data, locked down

Encrypted at rest and in transit

Read-only brokerage access

No trading, ever

Stop guessing. Start understanding.

Join investors who use AI to understand their portfolio - not replace their judgment.

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Your portfolio,understood by AI