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.
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.
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