Your AI Investment Copilot
Ask anything about your portfolio. Get institutional-grade analysis in plain language, in seconds.
Real-time Portfolio Analysis
Your portfolio is analyzed continuously against live market data, macroeconomic shifts, and sector rotations. Know exactly how your positions are performing and why — without waiting for a quarterly report.
Natural Language Queries
Ask your Copilot anything: "What's my biggest risk right now?" or "Which of my positions is most correlated to rising interest rates?" Get clear, direct answers grounded in your actual data.
Personalized Insights
Recommendations tailored to your risk tolerance, tax situation, time horizon, and goals. The Copilot learns from your decisions and refines its guidance over time.
How the Copilot works
Connect
Link your brokerage accounts and exchanges in minutes.
Analyze
The AI synthesizes your data against global market signals.
Act
Receive clear action items with context and confidence scores.