An AI analyst that knows your portfolio.
Every morning before the market opens, it reviews the stocks you own, explains what moved and why, and tells you what to watch today.
A strong session led almost entirely by your semiconductor names. NVDA and AMD added ~$3.6k between them on data-center strength, more than offsetting a soft day for energy.
Nvidia raised its sales forecast for AI data-center chips well above Wall Street's expectations, and said demand will outrun supply into next year. It's 18% of your portfolio — your largest position — so this week's spending reports from the big cloud companies are worth watching.
No company news — oil fell about 2.5% on weaker demand from China, and energy stocks like this one fell with it.
Broadcom (AVGO) reports after the close — its results often move chip stocks like your NVDA.
How it works
An analyst that does the work for you.
01 · Tell it what you own
Give it your tickers. That's enough.
A list of symbols is all it takes to get personalized briefings. Share counts are optional.
02 · Your analyst watches
It tracks the news about your stocks.
News, earnings reports, and filings for the companies you own.
03 · Your morning briefing
A briefing every morning, before the market opens.
What moved your portfolio, why it happened, and what to watch today. Have a question? Just ask — your analyst already knows what you own.
Then dig in
Ask in plain English. Your analyst already knows what you own.
No tickers to re-explain, no context to paste in. Ask about anything you own and the answer comes back grounded in your actual positions.
Why was my portfolio down today when the market was up?
Reading your portfolio + today's market
The market rose on big tech, but you own more energy than tech. Oil fell about 2.5% today, which dragged XOM and your other energy names down — and that outweighed your NVDA gain. Nothing broke; you're just positioned differently than the index.
Underneath it all
A full research terminal, when you want to dig deeper.
Charts, screeners, fundamentals, and macro — with your analyst in the corner of every screen, answering about the stocks you own.
Your analyst · sees this chart + your stocks
Is my portfolio riskier than this market?
A bit, yes. Your six stocks move about 1.3× as much as the S&P on a typical day, mostly because NVDA is your largest position. On a day like today that works for you.
Your analyst starts tomorrow morning.
Start your free week — your analyst is ready before tomorrow's open. $20/mo after, cancel anytime.