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