What do I do with what I own?
The book you already own, read back to you as decisions rather than as a table of rows. Value, concentration, winners that have run, losses worth harvesting, and theses that have drifted.
Open it when you want to know what actually needs attention this week — not to admire the P&L, but to find the two or three positions where doing nothing is itself a choice.
A live read on total value, concentration, winners past 20%, harvestable losses, and any thesis that has drifted far enough to need a second look.
A book that takes 30 seconds to load
Screenshot your broker app and drop the image in — Claude Vision reads tickers, share counts and cost basis off it. Paste, CSV and manual entry work too, and every path previews the rows before anything is written. Importing doesn't spend credits.
Live position readout
Total value, cost basis, and unrealized P&L per name, plus how each position sits against the rest of the book. Concentration is measured, not eyeballed.
Winners past 20%
Anything that has run far enough to be worth a second look gets flagged and handed to the Book & Protect workflow, where the trim-or-collar reasoning lives.
Harvestable losses
Every open position scanned for unrealized losses, with estimated savings at short- and long-term rates, wash-sale windows flagged, and same-sector swap candidates so you keep exposure through the 31-day cooldown.
Theses that need review
Write a thesis in plain English and Erina extracts the beliefs and the metrics behind it. When a metric moves or a name prints, the thesis flags itself for review rather than quietly going stale.
What it actually says.
Lifted verbatim from this workspace running on the sample book — so you can judge the register of the reasoning before you sign up, not after.
This book carries $524.5k across mega-cap tech, a handful of laggards, and $25.0k of uninvested cash. Ten positions are up more than 20%, which is the concentration risk worth watching — the winners have grown into a larger share of the book than the entry sizing implied.
On the other side, $4.6k of unrealized losses are sitting in names like UNH. Those are harvestable today, and pairing the harvest against realized gains from any trim is the cleanest way to book the winners without the full tax drag.
Illustrative output on sample data — not a recommendation, and not investment advice. Choosing an option in the app saves it as a tracked recommendation; Erina never places an order.
The decisions next to this one.
Should I book, protect, or add?
Winners that ran 20%+ — trim, collar, or ride it through with a defined floor.
Open workspace →Where should this cash actually go?
Turn dry powder into a staged buy plan — sized against the concentration you already carry.
Open workspace →See it on a real book before you trust it with yours.
Sign up and you land on a fully populated sample portfolio with every workspace already running. Thirty days of the full Solo feature set, no card.
No credit card · 30-day trial with Solo features · Free tier stays free