Seven buckets. And the agents you write yourself.
The buckets are the list on the left of the app, and every built-in agent reports into one of them. Describe an agent of your own, and it sits beside them.
Before you act
Every trade gets a read before you place it: what it does to your book, where the name stands, what's on the calendar, and what the taxes look like.
of your book after buying AMZN; tech goes to 41%. It reports in 12 days with a 6% priced-in move.
A real line from the agents, on a sample book.
Keep more
The tax moves worth making are found and counted for you before the deadline passes, not after the form arrives.
of tax savings across 1 name, with a similar fund to buy the same day.
A real line from the agents, on a sample book.
Protect
You know what's down and why, what insurance would cost today, and whether the winners you're sitting on are still a decision you would make.
of all your gains sit in your top 3 winners, past your 50% line. GOOGL alone is 41%.
A real line from the agents, on a sample book.
Earn
Cash that isn't working, dividends on the way, and payouts that look stretched, all on your own names.
is sitting in cash.
A real line from the agents, on a sample book.
Risk
The bets that grew while you weren't looking, each with the number and your line beside it.
of the account is one stock. GOOGL has passed your 30% line.
A real line from the agents, on a sample book.
Coming up
The dates on your names, before they matter, with how each name usually moves.
of your names report next week.
A real line from the agents, on a sample book.
Your advisor
You walk into your next review knowing what changed and what's worth raising. She is on your advisor's side.
things worth sharing with your advisor this quarter, with the numbers behind each one.
A real line from the agents, on a sample book.
Ask anything
Questions in your own words, about one stock or your whole book, with your positions already loaded. Technical or fundamental, any US name.
Ask in your own words. Erina checks your book first, then answers.
Create your own agent.
Say what to watch, the way you'd say it to a person. Erina reads it back so you can see exactly what she will check and say, runs it once on your book, and keeps it if you tell her to.
Available on every paid plan. Nothing repeats until the number behind it changes, and if you mark a note as not useful, she backs off.
Got it. I'll check every stock you own. If any is down 8% or more over five days, I'll tell you which one and whether it was the stock or the market. Nothing crossed the line? I stay quiet.
Show her your book. See which buckets have something to say.
A screenshot of your positions page takes about a minute. Her agents read it on your own names, and she shows you what they found. Nothing changes at your broker.
Solo trial · 14 days · nothing billed, no card · Never trades · not advice