Everything is anchored to what you hold.
The Status
Your book's pulse. Value, exposure, and what moved, delivered every morning before you ask.
The Call
Where what you hold is headed. Scenario ranges with the reasoning, never a point target.
The News
Only what touches your holdings, each move traced to its one reason. Not a feed, a filter.
The Alerts
Recurring reports on your schedule, and emergency pings the moment something breaks.
AI reads everything. Code decides what matters.
Five AI analysts study every holding on your schedule: the technicals, the fundamentals, the news, the social tape, and the analyst view. A deterministic engine fuses them into the call, grades itself against what actually happens, and fires an alarm only when the math says it matters. No human has to remember to look.
Sixty AI reads in every run. A dozen holdings, five lenses each, on the schedule you choose. Fused into one page you can skim in a minute.
Then the code takes over. Every call is graded against what actually happened, the record kept private, and an alarm fires only when the math says so. AI reads. It never decides when the alarm fires.
The stock book. A dozen tickers across brokers, glanced at between meetings. Status, call, news, and alerts on every name you hold.
The gold book. The metal you must buy every month anyway. The same engine reads the buy window against your budget, your floor, and your deadline.
One desk. The same four answers for both books.
