Start with Templates. Make Them Yours.
Feed in your curated data, run your pre-defined calculations, and watch week-over-week moves in a live heatmap.
Extract theses from your inbox, rate and screen them, and grow a living idea library.
Pitch an idea and the agent plays devil's advocate — pressure-testing it against your own checklist in conversation.
Track fund holdings, extract every 13F change, and turn new positions into stock cards with an alert.
Give the agent a name and it researches every source to explain each past move — delivered as an annotated price-history chart.
Name a semiconductor product and the agent researches its supply chain, pricing, components and competition into one report.
Pitch a thesis and the agent pressure-tests it through the mental models of investors you admire — in conversation.
Transcribe the podcasts you follow, extract each thesis, rate it, and save what passes into your idea pool.
Watch the semiconductor news you follow, extract each thesis, rate it, and save what passes into your idea pool.
Name a company and the agent pulls data from trusted sources, then applies your preset adjustments to return clean structured financials.
Read the newsletters you subscribe to, extract each thesis, rate it, and save what passes into your idea pool.
Runs automatically when a name you cover reports — captures what matters to you and sends an email alert.
Sub-agents work the company fundamentals in parallel, then brainstorm a research plan for you.
Predefine your scope of accounts and industries, filter out the noise, and track net sentiment in a live heatmap.
Pick the technical signals to watch on your curated trading data and get an email the moment any of them trigger.
Let us know and we'll help you build it. Describe what you have in mind, leave your details, and we'll be in touch within one business day.
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