Portfolio Import & Insights

Import your portfolio and get AI-powered insights for each position. Receive personalized analysis and risk assessments tailored to your holdings.

Portfolio analysis is for educational purposes only and should not be considered as investment advice.

Adaptive Learning Experience

Content automatically adapts to your financial literacy level, delivering personalized insights that match your understanding.

Adaptive content is for educational purposes only and does not constitute personalized financial advice.

Research Summaries

AI-generated summaries of company data, filings, and market context to support your own research.

Research summaries are for educational purposes only and do not constitute investment advice.

Portfolio Diagnostics

Explore concentration, sector exposures, volatility trends, and factor tilts.

Portfolio diagnostics are for educational purposes only and should not be used as investment advice.

Risk Flags

Identify potential risk indicators such as drawdowns, volatility spikes, and event exposures.

Risk indicators are for educational purposes only and do not guarantee protection against losses.

Model Confidence & Limits

Transparency about model confidence, assumptions, and known limitations.

Model confidence metrics are estimates only and may not reflect actual performance.