Answered plainly.

Fourteen days of Solo: nothing billed, no card. Everything runs on your book from the first minute: the walkthrough, the agents reading your book, the brief, and every row in the rail.

No. Choose "Not ready? Try it on a sample" and the same walkthrough runs on a sample book. Everything on the sample is marked as the sample. The moment you add your own money, the same agents read your names.

An agent is a check Erina runs on your book that reports only when something crosses a line: a position past your size limit, a loss worth harvesting, a hedge that has become cheap, a name that reports next week. The walkthrough picks the ones your book needs and lets you move each line with one tap. You can see them, and what each one last said, under Watching. You can also describe your own agent in a sentence, and she reads it back before it runs.

Before you act, Keep more, Protect, Earn, Risk, Coming up, and Your advisor. They are the list on the left of the app, and every built-in agent reports into one of them. The agents you describe yourself sit beside them under Watching.

See all seven, with what each one finds →

A monthly pool that comes with every paid plan. Erina draws on it whenever she uses AI, and the model never knows who you are. Credits are metered by actual use, so there is no flat price per question, and your balance is always in Settings.

Whenever Erina uses AI, whether an agent is reading your book or you ask a question in your own words, the model receives your positions and the question. It never receives your name, your email or your account. The agents run with that same anonymity: the model cannot tell whose portfolio it is reading, and nothing on the other side ties it back to you.

Never. There is no order path and no broker login that can trade. A brokerage connection is read-only. Every read ends with something you do yourself, at your broker.

No. Erina reads what you own, watches it, and lays out the choices with the numbers. She is not a registered investment adviser, and every answer carries a reminder that it isn't advice. The decision, and the trade, are yours.

On Pro and up. Pick your brokerage (Schwab, Fidelity, Robinhood and more), sign in to it through a secure connection partner, and your positions arrive as an account that stays in sync. The link is read-only: Erina can see your positions but never touch them. Disconnect at any time; the positions stay as an account you can edit by hand.

Paste a screenshot of your broker's positions page, and Erina reads the rows back to you before anything is saved. Or paste a list, upload a CSV, or type a handful of names. If the screenshot has no cost basis, she asks for it or carries on without it, and tells you which reads need it.

One of the seven buckets. If a human advisor runs an account, Erina keeps a running sheet of what has changed and what is worth raising, so you walk into the next review with the full picture. She is on your advisor's side; nothing in the product argues against having one.

Your advisor, on the Features page →

There isn't a separate one any more. The earlier Simple and Advanced views were folded into one screen: the conversation, the rail of seven buckets, and a page that opens beside the thread when the conversation points at one. What a dashboard used to show, the agents on your book and what they found, now lives in the rail and on the Watching page. Full depth adds the look-up pages, the book pages and the tools.

The page that lists the agents running on your book: the line each one watches, the number it last saw, and the last thing it said. You can change a line there in one field. There is nothing else to set up; the walkthrough put them there.

In the app, the thread opens with the brief, and the same brief lands in your inbox. She speaks only when something has crossed a line, and never repeats herself while the number behind it hasn't moved.

How much of the rail you see. Guided shows the seven buckets, Ask anything, a stock lookup, My money, Watching and Settings; it is what a new account sees. Full adds the look-up pages, the book pages and the tools, for people who want every page. The toggle sits at the bottom of the rail and never navigates away.

No. There are no streaming quotes and no alert on every tick. Erina is for people with a job and a real portfolio who want the next decision to be a better one, not the next trade to be sooner.

At any time, from Settings. Monthly credits don't roll over. Pay yearly and you get twelve months for the price of ten.

US-listed stocks, ETFs and their options. Positions in other markets can be added by hand and are read as values; the agents that need prices and calendars run on US names.