Your portfolio
Start here with your portfolio.
Screenshot each account. We combine brokerage, IRA, and 401(k) by size. No brokerage login.
Push, not pull · free · no brokerage link
Know what changed in your portfolio.
Bring your holdings together. Get a clear checkup and updates tied to the companies you own — sized to your dollars, not a generic feed.
- What you actually ownFunds unwrapped. Overlap and concentration sized to your dollars.
- What deserves attentionFilings and earnings checked against why you hold. Quiet days stay quiet.
- Every account, one portfolioRobinhood, Fidelity, Schwab, 401k. Screenshots merge. No brokerage login.
Read-only by design. We never sell your book. Privacy · Sample reports
The product
Stock pages and the full book
Real screens. A ticker you can ask about, and a portfolio after upload. Click through to use them live.
1.0 What you get
One mix. Then answers sized to your dollars.
Every name splits into what the business earns, growth already in the price, and speculation. The analyst uses your weights, so a 24% line is never treated like a 2% line.
This sample book
46%speculation premium
On a $50k book, about $23k is riding on narrative, not on what the businesses earn today. That is the number we watch first.
Fundamentals · 23%Growth already priced · 31%Speculation · 46%
What it flagged
This line is sized like a core holding. Most of that price is still a story about AI demand. A 2% name with the same mix would not hit your dollars the same way.
Sample scan · ticker cache · not a live tape
Then ask, in your weights
The analyst answers the book you uploaded
Which of my stocks is the most hype?
NVDA. It is 24% of this sample book, and 68% of its price is speculation. A smaller name with the same mix would not move your dollars like this.
What if I trim NVDA to 5%?
The book's speculation load falls, because that line is both heavy and expensive. The rest of the names still need a check. Open the sample to run the trim.
2.0 How it works
From screenshot to agents on your book
Screenshot each account with weights visible. We merge them, then agents stay current as filings and earnings land.
Start here
Screenshot each account with allocation % visible. We merge them into one personalized book.
Confirm
Edit tickers and weights before agents start watching your names.
Watch + ask
Get a health read on the full book, then ask the analyst what changed.
3.0 Intelligence
What your scan covers
Four layers: your holdings, this week's catalysts, macro context, and a thesis per ticker.
Holdings
What you own and how speculation-heavy each name is.
News & catalysts
What could move your book this week.
Bets & regime
Correlation clusters, rate sensitivity, and macro tilt.
Per-ticker thesis
Bull, base, bear, and what to watch.