solo No credits
Should I sell or trim something?
Targets hit, exit rules tripped, names that grew too big.
Inside the app Do something
What are you trying to do?
When you want a call, it's a question, not a tool. Pick the one you're asking. Erina gathers what it needs from your positions, does the work, and shows the reasoning with the numbers attached. Anything that spends credits is marked “uses AI”.
10 questions in four groups · 4 run on arithmetic alone · Erina never places an order
1,240 cr N
Do something
What are you trying to do?
Pick the question. Erina gathers what it needs from your positions, does the work, and shows the reasoning. Anything marked "uses AI" spends a few credits.
Protect & decideWhen something you own needs a decision.
A stock I own is up a lot. Sell some, protect it, or hold? Erina looks at each big winner and lays out the three choices with numbers.
One of my stocks reports earnings soon. What should I expect? How much it usually moves, what the market expects, and what you could do before the print.
Should I sell or trim something? Targets hit, exit rules tripped, names that grew too big.
My portfolio dropped. What now? Was it the market or your stocks? Then the honest menu: wait, rebalance, add, protect.
GrowPut money to work without overthinking it.
I have new cash. How should I invest it? A phased plan sized to what you already own, not a hot tip.
Can the stocks I own earn me extra income? Covered calls explained simply, sized to positions of 100+ shares.
Do something in the app — two of the four groups.
The ten questions
Grouped the way you'd ask them.
Four have a page of their own, with the reasoning Erina writes on the sample book. The rest are described here and work the same way inside.
Protect & decide
When something you own needs a decision.
solo Uses AI
A stock I own is up a lot. Sell some, protect it, or hold?
Erina looks at each big winner and lays out the three choices with numbers.
How it works → solo Uses AI
One of my stocks reports earnings soon. What should I expect?
How much it usually moves, what the market expects, and what you could do before the print.
How it works → solo Uses AI
My portfolio dropped. What now?
Was it the market or your stocks? Then the honest menu: wait, rebalance, add, protect.
Inside the appGrow
Put money to work without overthinking it.
Keep more
Taxes are the one lever with a guaranteed return.
solo No credits
Can I lower my tax bill with a losing position?
Losses worth taking, the wash-sale trap, and a same-sector swap so you stay invested.
Inside the appUnderstand
Know why you own what you own.
solo No credits
Write down why I own a stock
Two minutes now; Erina tells you when the reason stops being true.
Inside the app solo Uses AI
Research a stock properly
Business, numbers, risks, what analysts think — one report, when you ask for it.
Inside the app solo No credits
Get my monthly report card
A verdict, three things to fix, and one blind spot.
Inside the appEvery question is open on the 30-day trial. Anything marked “uses AI” runs on the sample book until a plan is active, because the trial carries no AI credits. What each plan includes →
How a workflow runs
Four steps. Nothing hidden, nothing executed.
The four questions with their own page are workflows: a short stepper you walk through once, then a saved plan. The other six are a single screen. Both end the same way — with a choice that is yours to act on.
- Erina compares and drafts. It never sells, buys, or places anything.
- Hold is a real option. With its own reasoning, not the absence of one.
- The order is placed at your broker. Wherever you already trade, by you.
- 01
Scan your positions
Erina reads what you own and picks out the names the question applies to — the winners, the reporters, the losers, the cash.
- 02
Review each, with the reasoning
One position at a time: what happened, what it means for you, and the numbers behind it. Nothing is a black box.
- 03
Choose between two or three, including hold
Every choice is a concrete structure with its cost and its trade-off. Doing nothing is always on the list, with its own case.
- 04
Save a plan
The choice is saved so you can follow it through. Erina compares and drafts; the order itself is placed at your broker, by you.
Start your trial
Pick the question. Erina does the work and shows you why.
Show Erina what you own and every question above runs on your own positions — the reasoning on the page, the order still yours to place.
No credit card · 30-day trial of the Solo surfaces · about a minute to add your positions · never trades