Show Erina what you own. Home does the rest.
Three screens, about two minutes, and the third of them is just reading. Erina asks for one thing — your positions — and reads them back in one line: how you're doing, whether anything needs you, and why. Every morning after that, the same.
No card · no broker login · 30-day trial of the Solo surfaces · zero AI credits on the trial
Sample book · add mine Three screens. About two minutes. No card.
One form, then value. You review every row before it's saved, and positions stay private.
- 01 ~1 min
Show Erina what you own
Screenshot your broker's positions page and drop it in, or paste the rows as text. Erina reads tickers, share counts and cost. No card, no broker login.
- 02 ~30 sec
Confirm the rows
Every position is shown back to you, editable, with an optional cash balance. Nothing is saved until you say so, and positions stay private.
- 03 seconds
Home reads it back
One line for how you're doing, a short list of anything worth knowing, and what's coming up on your holdings. Every number here is arithmetic, not a model.
Not ready to add positions? Skip, and everything works the same way on a sample book, tagged as one on every screen, until yours is in.
One line for how you're doing. A short list of what's worth knowing.
Home rebuilds itself from prices and your calendar before you open it. Most days it says “Nothing to decide. Two things worth knowing.” and means it. When something needs you, it's a sentence with a verb — compare, see, prepare — never a bare “sell”.
- The verdict line. Nothing to decide, or one thing that is. With the number that proves it, against the S&P 500.
- Know and Whenever. Two rows for what's true today; a few more for things worth doing when you have a minute. Dismiss any of them.
- Why it moved. For anything you own that moved 2% or more: how much was the market, the sector, or the company, with the story.
- Coming up. Earnings on what you hold, ex-dividend dates, a Fed day. Only your calendar, ten days out.
Every number on this page is arithmetic on your positions — no AI involved.
Simple by default. The full desk one flip away, on every plan.
Same account, same positions, two views. Simple is the default for everyone. Flip the switch in the top bar and the same screen opens as the command desk: a ranked queue, agents, the options desk, backtests and scans. Flip back whenever.
Every card has an exit to depth.
“Full details” on a Simple card lands on the Advanced page for the same thing, in the same tab, with the toggle still on top. You're never dropped into a different app.
One flip sticks.
The choice follows you across devices. Switching maps the page you're on to its twin, so you land on the same thing, not the front door.
The twins.
- Home / Today /
- My money /money Portfolio /portfolio
- Stocks /stocks Watchlists /watchlist
- One stock /stock/GOOGL Ticker /t/GOOGL
- Do something /do Start here /start
Arithmetic on the trial. Credits where it thinks.
Thirty days of the Solo surfaces, no card: add your positions, then Home, My money and Stocks on your own money, all ten questions under Do something, Ask Erina, and in Advanced the Today queue and 3 agents. The trial carries zero AI credits, so anything that reads with a model runs on the sample book until a plan is active.
Asking Erina a question. The reasoning steps inside anything marked “uses AI” on Do something. A research report you ask for. The handful of agents that read with a model. The button is marked before you press it, and the amount is whatever the model actually read and wrote — listed afterwards on the AI activity page.
Without a plan the account drops to Free: any stock in plain English, macro and calendars, the sample portfolios. Adding positions and everything marked “uses AI” wait for a plan. Nothing is deleted.
When the trial ends the account drops to Free rather than being deleted — lookups and research stay; positions and AI wait for a plan. Full comparison →
About two minutes from here to Home on your own positions.
No card, no broker login. Show Erina what you own, confirm the rows, and read what it says back.
No credit card · 30-day trial of the Solo surfaces · about a minute to add your positions · never trades