Nothing to set up before it's useful.
Most investing tools open on an empty state and ask you to do the data entry before they'll show you anything. Erina ships with four sample books, so the product is fully populated the moment you arrive — you judge the reasoning first, and hand over your own positions only once you're convinced.
No credit card · 30-day trial · about 60 seconds
- 01 ~20 sec
Create the account
Email and password, or Google. No credit card, no broker connection, no onboarding questionnaire about your risk tolerance. The account exists the moment you submit the form.
A 30-day trial with the full Solo feature set starts automatically — all six workspaces, portfolio upload, watchlists and Ask Erina, unlocked. - 02 instant
Land on a book that's already full
You arrive at a dashboard, not an empty state. Balanced Growth — $524.5k across mega-cap tech, a few laggards and $25.0k in cash — is loaded and every workspace is computing against it. Ten winners past 20%, seven names reporting inside two weeks, $4.6k of harvestable losses, all visible before you've typed anything.
- 03 ~1 min
Run a workspace and read the reasoning
Open Book & Protect and Erina works through the runners one at a time — what carried the move, whether the multiple re-rated, and two or three structures with the numbers attached. Read one and you'll know within a minute whether this is reasoning you'd act on.
Switch between four sample books from the header to stress-test it: an income-oriented book and an options-heavy one produce visibly different recommendations. - 04 ~30 sec
Bring your own book across
Screenshot your broker app and drop the image in — Claude Vision reads the tickers, share counts and cost basis off it. No export, no file format to get right, no broker connection to authorize. Pasting the rows as text, uploading a CSV and adding positions by hand all work too; every path previews the extracted rows for you to correct before anything is written.
Screenshot and paste imports are the only two things exempt from the credit gate on the trial. Getting your book in is deliberately free. - 05 your call
Activate a plan when you want the analysis on it
With your book loaded, the deterministic side runs immediately and for free — value, concentration, winners past 20%, harvestable losses and the earnings queue are arithmetic, not a model, so they're always on. Activating a plan adds the AI credits that run the LLM workflows against your real positions instead of the sample.
This is the first screen.
Not a welcome wizard, not a checklist of things to connect. Six workspaces, each showing live numbers from the book you were handed.
Good evening.
Six workspaces below — each one a full view of a decision you're working on.
Test it against a portfolio that isn't yours.
Each book is built to make a different set of decisions live. Switch between them from the header — the recommendations change with the book, which is the fastest way to see whether Erina is reading the positions or just producing generic prose.
Balanced Growth
DefaultA $524k core book — mega-cap tech, a few laggards, $25k in cash waiting.
Income Overlay
Built for premium selling: covered-call candidates and CSP targets throughout.
Concentrated Winners
A handful of positions that ran hard. Concentration and trim decisions everywhere.
Options-Heavy Hedged
Spreads, collars and long puts layered on stock — the Greeks actually matter here.
The import is a screenshot.
This is the step that stops people using portfolio tools at all. Erina's fastest path needs nothing but the phone already in your hand — screenshot your holdings, drop the image in, and Claude Vision reads 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.
What trying it actually costs.
To sign up
No card is collected at any point during the trial. There's nothing to cancel if you walk away — the account simply falls back to the free tier at day 30.
To first answer
Account creation to reading a full recommendation on a real book. No import, no configuration, no waiting on a data sync.
Credits to look around
Ticker lookups, charts, cached research and the deterministic dashboard detectors are all free of credits. Runs that do spend show the cost before you press them.
The questions that come up 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.
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.
How do I import my positions?
Four ways: screenshot your broker app and drop the image in (Claude Vision reads tickers, share counts and cost basis, max 4MB), paste the rows as text, upload a broker CSV, or add positions by hand. Screenshot is the fastest — it needs nothing but your phone, no export and no file format to get right. Every import shows you a preview to review before anything is written to your book.
Does importing my portfolio cost credits?
No. Screenshot and paste imports are explicitly exempt from the credit gate while you're on the trial — they're the only two things in the product that are. Getting your book in is deliberately free, so credits you later buy go to analysis rather than data entry.
Sixty seconds from here to a populated book.
No card, no import, no empty state. Read one recommendation and decide from there.
No credit card · 30-day trial with Solo features · Free tier stays free