A written read of your portfolio. With receipts.
Generic AI gives generic answers. This one is fed your actual numbers — the full analytics suite runs first, then the AI explains what those metrics mean for your plan, citing the figures it's looking at.
- Grounded in your data — weights, risk score, correlations, drawdowns, dividends.
- Strengths, risks, blind spots — what's working, what to watch.
- Plain English — every claim cites the number behind it.
Structure from the AI. Picks from you.
Answer a few questions about your horizon and comfort with risk. The builder suggests an illustrative asset-class allocation — a starting structure, not a shopping list. You choose the actual funds and stocks, with the Screener one click away per category.
- Asset classes, not tickers — the structure is suggested, the instruments stay your call.
- Screener integration — explore candidate ETFs per category, filtered to fit.
- Straight into the builder — load the structure and stress-test it immediately.
Small AI, everywhere you read a number.
Beyond the analyst and the builder, the same engine shows up exactly where the questions happen — next to a metric, inside the screener, on every stock page.
Explain my number
Every metric in the suite carries a small ✦ button. Tap it and the AI explains that exact figure — your 0.84 Sharpe, your 1.07 beta — in two plain-English sentences computed from your own portfolio.
Plain-English screener
Describe what you’re looking for — “stable dividend payers that would survive a recession” — and the AI translates it into screener filters. It picks filters, never stocks, and you edit them like any other filter.
Daily ticker briefs FREE
Every stock hub page carries a AI read of the numbers and recent context — generated once a day and identical for every visitor. Not personalised.
Why our AI won't tell you what to buy.
That's not a missing feature — it's the design. Three rules every AI output follows:
Educational, not advice
The AI explains, compares and contextualizes — it never issues buy or sell instructions for specific securities. What you do with the understanding is yours.
Asset classes, not hot tips
The builder suggests structure — how much in equities, bonds, REITs — and labels every output as an illustrative sample. Choosing the instruments is where your judgment comes in.
Your numbers, not boilerplate
Every analysis is computed from your saved portfolio — the same metrics you see in the suite — so the AI's claims are checkable against your own charts.
The AI tools, answered.
Is this financial advice?
No. The AI tools are educational: they explain your portfolio's characteristics and suggest illustrative structures, but they never recommend buying or selling specific securities, and nothing they produce is personalised investment advice. Decisions stay with you.
What does the analyst actually look at?
The full output of the analytics suite for your saved portfolio: allocation weights, the 0–100 risk score, correlations between holdings, volatility and drawdown history, dividend income, contribution schedule, and how you compare against the S&P 500 benchmark.
Why doesn't the builder recommend specific stocks or ETFs?
Two reasons. Recommending specific instruments based on your personal answers is regulated investment advice in most jurisdictions — and beyond the legal line, we think it makes worse investors. The builder gives you a sound structure; learning to fill it is the skill that compounds.
Are the AI tools included in the free tier?
No — both AI tools are part of Pro ($15/month, or $129/year), alongside the full analytics suite they're built on. On the free tier you can track portfolios and run projections; Pro unlocks the metrics and the AI that explains them.
How is my portfolio data handled?
Your portfolio's figures are sent securely to generate the analysis you requested and for nothing else — they're never sold, never used for advertising. Requests are authenticated and rate-limited per account.
Understanding first. Decisions second.
Build and track a portfolio free — and when you're ready for the full analytics and the AI that explains them, Pro is one click away.
Start free, upgrade anytime →