A conversational assistant that looks across every one of your accounts, taps into live market data, and helps you understand and act on your entire portfolio. Just ask.
Chat in plain English about performance, allocation, risk, or your next move. The conversation is the product.
Brokerage, IRA, 401k, and HSA holdings are pulled together into a single portfolio you can ask about.
Performance over any date range, concentration and diversification, top winners and losers, and contributions versus market growth.
Real-time prices, fundamentals like market cap and valuation ratios, dividends, and the latest company news and headlines.
Drop in a brokerage statement or transaction history and your accounts and holdings are built for you automatically.
It can record trades and update accounts on your behalf, always pausing for your confirmation first.
Sign in or create an account to start the conversation with your portfolio.
