Paste your broker statement and get an institutional-grade performance review: win rate, profit factor, expectancy, drawdown, and the one fix that matters most — delivered as a beautiful interactive HTML report.
Turn pasted operating metrics, risks, and decision requests into a concise board-update storyboard. Keep values traceable, expose gaps, and separate supplied facts from proposals.
Use when you paste today’s portfolio or watchlist snapshot before a daily review. For self-directed investors who want consistent questions, not a market-data feed. Proof: checks every pasted position on 8 fixed risk and thesis axes, then labels missing evidence [UNVERIFIED]. It reasons only from the numbers and notes you supply.
Paste your holdings — get a plain-English portfolio review grounded in real, current fund data: live expense ratios, actual top holdings for overlap detection, and today's fund facts. No account connection needed.
A read-only tool that describes the risk in your stock/ETF holdings: a 0-100 portfolio risk score, a risk level for each holding, factor exposure, four hypothetical stress scenarios, and how your exposure compares with reference limits for your chosen style. It does not recommend trades or quantities and is not investment advice.
Built on the buy-side research process used at 10+ hedge funds: - Screen: customizable filters across 10,000+ SEC-registered companies - Research: a full research report, plus AI-driven dialogue to help you form your own thesis - Value: a DCF model with an interactive HTML file - Size: half-Kelly position sizing to help you limit account drawdown - Recheck: pulls up your original thesis before you sell, no emotional trading
Three independent AI reviewers audit your investor update for vague claims, buried bad news, and fuzzy asks, then cross-examine each other before a board verdict.
As a finance content creator, I know the daily struggle of turning raw market data into engaging, compliant content across multiple platforms. I built this workflow to save hours of formatting. It strictly separates observed facts from interpretation, flags missing sources, and strictly avoids investment-advice language. This is the exact system designed to generate newsletters, X threads, and video scripts safely and efficiently every single day.