Finds top stocks & ETFs tailored to your goals based on company fundamentals.
Suggests precise buy/sell amounts to optimize portfolio and minimize taxes.
Helps make smarter decisions at every step of your investing journey
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PORTFOLIO
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RESEARCH
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OPTIMIZATION
Get portfolio improvement suggestions with top picks and exact buy/sell amounts to maximize upside potential
Away from the app? AI monitors your portfolio and sends timely alerts as prices move—so you can act on new opportunities without constantly watching the market.
Quickly find top stocks that align with your portfolio’s unique goals and needs —and see which current holdings they could replace for the greatest upside potential.
Filter top stocks by your own criteria like growth, valuation, dividends, performance, and sector—or save time with AI-suggested picks personalized for your portfolio.
Quickly find top ETFs that align with your portfolio’s unique goals and needs —and see which current holdings they could replace for the greatest upside potential.
Filter top ETFs by your own criteria like growth, valuation, dividends, performance, and sector—or save time with AI-suggested picks personalized for your portfolio.
Get precise buy/sell amounts to improve portfolio and maximize upside potential.
Receive top stock and ETF picks aligned with your unique investment goals
Personal AI tracks your portfolio 24/7 and sends timely alerts for attractive buys/sells
1
Authorize
Allow your broker to daily send us your portfolio holdings info securely.
2
Monitor
Track your portfolio's performance and risk levels, receiving personalized improvement suggestions.
3
Research
Discover top stocks tailored to your portfolio’s unique goals for return, safety, and income.
4
Optimize
Get portfolio improvement suggestions with top picks and exact buy/sell amounts to maximize upside potential
5
Execute
Implement portfolio changes by placing orders on your broker’s platform.
