How it works

Three steps. Then she's watching.

Under a minute to start, no card, nothing changes at your broker.

Show her your book.

Paste a screenshot of your positions page, type your positions in, or, on Pro, connect your brokerage through a read-only link (Schwab, Fidelity, Robinhood and more). It takes under a minute, and nothing changes at your broker.

About a minute, and nothing changes at your broker

Show me your money.

Everything I do starts with your book. Add it, and my agents start reading it on your own names. Then I'll show you what they found.

Paste a screenshotOf your positions page. I read it, you check it, one tap to add. Attach

Connect a brokerageRead-only, and it stays in sync. Pro and up. Connect

Type it inPaste a list or add rows by hand. Open

Not ready? Try it on a sampleThe same walkthrough on a sample book. Start

Just here about one stock? AAPLNVDAMSFTTSLAAMZNVOO

Who reports earnings this week?Send

Never trades · not advice

Today

Here's what I'd watch first on this book. These agents already have something to say.

Agent · on your bookrisk

Positions past your size line

A tripwire on single-name size.

Because: GOOGL is 31.8% of your account

On your book, today

1 position has passed your 30% line.

Ticker	% of book	Value
GOOGL	31.8%	$443,053

Erina's read

At 30%+ of the book, a single-name drawdown hurts. Decide whether the reward for keeping the whole position still beats a partial trim to bring it back inside the line.

Tell me when one name passes · Share of the book in a single position.

22%30%· as is45%

NextSkip the rest

Who reports earnings this week?Send

Never trades · not advice

She suggests the agents your book needs.

She runs every agent that fits what you own and walks you through the ones that found something: what it watches, why it was picked, what it found, and one number to confirm. Tap Next, and it stays on your book with your line.

The built-in agents report into seven buckets. Describe your own in a sentence, and she reads it back before it runs.

She watches, and speaks when something changes.

The thread opens with the brief, and the same brief lands in your inbox. Most days it says that nothing needs you. When a number crosses your line, you get one line with the number and what you can do about it.

Whenever AI is involved, the model gets your positions and the question, never who you are.

Today

Book −2.2% Friday. 49% of it is PLTR.

$245,465 · 9 positions · Friday's read.

Yesterday in your book

PLTR−7.1%15% of the book · the name itself, not the market

TSLA−2.2%6% of the book · the name itself, not the market

SOFI−3.1%3% of the book · the name itself, not the market

Worth knowing

Winners doing the heavy liftingYour top 3 winners are 91% of all your gains, past your 50% line. PLTR alone is 50%.Read the run

Whenever

Hedge cost checkInsuring your book against a 5%+ drop for 92 days costs about 1.3% of the position (5.1% annualised): about normal by the usual range.Read the run

Nothing needs you today. Worth a look:

PLTR: 31% of your moneyWhat a bad week in it costs you, and what else leans the same way.→

Earnings on your namesWho reports in the next two weeks, and how they usually move.→

Is my cash doing anything?Send

Never trades · not advice

Solo trial · 14 days nothing billed, no card

Everything you're about to see runs on your book from the first minute. Nothing is billed during the trial, and there is no card to enter.

Start your trial

Show her your book. She'll take it from there.

A screenshot of your positions page, about a minute. Her agents read it on your own names and she speaks when something changes.

Start your trial → See the plans

Solo trial · 14 days · nothing billed, no card · Never trades · not advice