You already know the questions.
Should I trim this winner or collar it? What is this print actually pricing? Where does this cash go? Erina answers the questions you're already asking — using your real positions, and showing every step of the reasoning.
30-day trial of the Solo surfaces · no credit card · a sample book is loaded before you arrive
Good evening.
Six workspaces below — each one a full view of a decision you're working on.
Nothing to set up
Four sample books ship with the product. Every workspace is populated the second you land — no CSV, no broker link, no empty state.
Nothing hidden
Every recommendation carries the prose behind it — what moved, what re-rated, what the trade-off is. If you disagree with the reasoning, you can see exactly where.
Nothing runs itself
Erina isn't connected to a broker and can't execute. Every workflow ends in options you choose between. The order is always yours to place.
One workspace per decision — not a dashboard of charts.
Every workspace opens on live numbers from your book, then hands you a workflow that reasons through the specific decision in front of you. The numbers below are from the sample portfolio you'll land on.
What do I do with what I own?
Hold, trim, protect, harvest — every decision on the book you already have, in one place.
What is this print actually pricing?
Every position reporting in the next two weeks — expectations set before the print, not after it.
Where should this cash actually go?
Turn dry powder into a staged buy plan — sized against the concentration you already carry.
Should I book, protect, or add?
Winners that ran 20%+ — trim, collar, or ride it through with a defined floor.
What can I safely sell premium against?
Covered calls on names you own, cash-secured puts on names you'd happily own.
Is this name worth owning?
Deep-dive a new ticker or triage the ones you're already tracking.
Every answer has the same four parts.
This is a real output from the Book & Protect workspace, running on the sample book. Position, reasoning, options, your call — in that order, every time.
Should I book, protect, or add?
Positions up 20% or more. Erina explains the reasoning behind each option.
META is your biggest winner — up 44.6% and now the second-largest position in this book. The run is being carried by ad-price growth and Reels monetization, both structural rather than one-quarter tailwinds. That said, at $578 the stock has re-rated to ~26× forward earnings, its widest multiple in three years, and the position is now ~2.8× your average non-mega-cap allocation.
The question isn't whether the story is intact — it is — but whether the position size still reflects your original conviction. If you'd started fresh today, would you buy 60 shares at $578? Most books say no.
Books gains, keeps 45 shares of exposure, and re-anchors position size closer to your average.
Sell a Sep $620 call, buy a Sep $540 put. Downside defined, no shares sold, position keeps compounding.
Revenue and margin rate-of-change still improving. Cutting on multiple alone leaves money on the table.
Your actual size, cost basis and mark — pulled from the book, not a generic example.
What drove the move, whether the multiple re-rated, and how the position now sits against the rest of your book.
Two or three concrete structures with realized P&L, floor, cap and cost attached — including holding.
Choosing one saves it as a tracked recommendation. Erina never places the order.
Judge the reasoning before you hand over your book.
Most finance tools make you do the data entry first and find out whether they're any good afterwards. Erina inverts that. You get a fully populated book on arrival, and four of them to switch between — so you can stress-test the reasoning on a portfolio that isn't yours.
- Sign up with email or Google. No card. A 30-day trial with the full Solo feature set starts immediately.
- Land on a live sample book. $524k across ten-plus positions, with winners, laggards and cash already in place.
- Run any workspace. Book & Protect, Earnings Prep, Deploy Cash — all six work on the sample from minute one.
- Add your own when convinced. Screenshot your broker app and drop the image in — Vision reads it. Importing never spends credits during the trial.
A $524k core book — mega-cap tech, a few laggards, $25k in cash waiting.
Built for premium selling: covered-call candidates and CSP targets throughout.
A handful of positions that ran hard. Concentration and trim decisions everywhere.
Spreads, collars and long puts layered on stock — the Greeks actually matter here.
Screenshot your broker. That's the import.
The step that kills most portfolio tools is data entry. Erina's fastest path needs nothing but your phone: screenshot your holdings, drop the image in, and Claude Vision reads the tickers, share counts and cost basis straight off it.
Screenshot your broker app and drop it in.
Claude Vision reads the tickers, share counts and cost basis straight off the image. Works with a screenshot from any broker's mobile or web app — nothing to export, no file format to get right, no API to connect. Max 4MB.
Copy the rows out of your broker and paste.
Select your positions table, paste the text, and Erina parses it into rows. Useful when you're already on a desktop and copying is quicker than screenshotting.
Upload the export your broker already gives you.
The standard positions export from any broker. Best when you want exact cost basis and lot detail carried across without review.
Add rows manually.
For a handful of positions, or to add a name to a book you've already imported. Also how you log a trade after the fact.
Every import previews first. You review the extracted rows — and edit anything Vision read wrong — before a single position enters your book.
A general chatbot doesn't know what you own.
You can ask any model whether META looks expensive. What it can't tell you is whether your META position is now 2.8× your average allocation, or that you're carrying $4.6k of harvestable losses two rows down.
Start free. Upgrade when it's running on your real book.
Look up any stock and read the daily research library. Stays free forever, no card.
SoloYour real book, loaded. All six workspaces running on your actual positions.
ProAdds the options desk — unusual flow, structured trades, multi-leg design.
PowerFor people who model before they trade. Backtesting and market-wide scans.
Yearly billing is ten months — two free. Every plan includes its AI credit pool; each run shows what it costs before you press it.
The things people ask first.
What do I get on the free trial, and do I need a card?
No card. Every new account starts on a 30-day trial with the Solo surfaces unlocked — all six workspaces, portfolio import, watchlists and Ask Erina. Importing your book is free during the trial, and the deterministic readouts on your own positions (value, concentration, winners past 20%, harvestable losses, the earnings queue) cost nothing to run. The AI credits that power the LLM workflows come with a paid plan — until you activate one, you explore those workflows on the sample books. When the trial ends the account falls back to Free rather than locking you out, and your data stays put.
Do I have to enter my portfolio before I can see anything?
No. Four sample books ship with the product — Balanced Growth, Income Overlay, Concentrated Winners, and Options-Heavy Hedged — and you can switch between them from the header. Every workspace is fully populated the second you land, so you can judge the reasoning before you trust it with your own positions.
Does Erina place trades?
No. Erina is not connected to a broker and cannot execute anything. Every workflow ends in options you choose between, and choosing one saves it as a tracked recommendation — the order itself is always yours to place, wherever you already trade.
What are AI credits?
Each plan includes a monthly pool. Erina chat answers, generated research, and workflow runs draw from it, and each run shows what it will cost before you press it. Ticker lookups, charts, cached research, and the deterministic detectors on your dashboard spend nothing at all.
See it on a real book before you trust it with yours.
Sign up and you land on a fully populated sample portfolio with every workspace already running. Thirty days of the full Solo feature set, no card.
No credit card · 30-day trial with Solo features · Free tier stays free