Portfolio intelligence
built for clarity
Upload your holdings and receive institutional-grade attribution analysis — sector returns, macro context, and live news citations — all synthesized by AI in seconds.
Everything your portfolio needs to make sense
30-Day Attribution Analysis
See exactly which sectors drove your portfolio's return — or dragged it. Weighted contribution by sector, with per-holding breakdown across performance, weight, and contribution to total return.
AI-Generated Narrative
Claude Haiku reads your holdings, sector weights, and live news to write a 3-paragraph investment-grade report. Every factual claim is backed by a clickable citation to the source article.
Live News Intelligence
Relevant news articles are curated per ticker and ranked by impact. Only the most meaningful articles — from the sectors that moved your portfolio the most — reach the analysis.
Macro Context Mapped to Your Holdings
Six indicator frameworks — economic data, market breadth, VIX, technical signals, index performance, and sector ETFs — analyzed through the specific lens of your portfolio's exposures.
Instant Portfolio Builder
Search securities, paste a JSON weight map, or upload a CSV. Choose from curated presets like Mag 7, Big Oil, or Bogleheads. Weights normalize automatically.
Persistent Report History
Every analysis is saved to your session. Revisit past reports, compare performance across time periods, and reload any prior portfolio into the builder with one click.
From holdings to insight in seconds
Build your portfolio
Search any ticker, paste weights as JSON, or upload a CSV. Mix stocks, ETFs, and funds across any sector.
Generate insights
One click fetches 30 days of live price data, curates relevant news, and runs the macro indicator suite.
Read the analysis
A structured report explains what happened, why, and what to watch — with every claim linked to a live source.
Revisit & compare
Reports are saved automatically. Come back anytime to review history or reload a past portfolio.
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Build a portfolio in under a minute. Get an AI-powered attribution report backed by live market data and cited news sources.
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