How It Works
A research workflow, with AI inside it
The assistant is not a chatbot bolted onto a website. It sits inside the research process, working from your stored data and verified reference data.
- 01
Create your account
Sign up free with email or Google. Nothing is connected to a brokerage and no trades are ever placed.
- 02
Complete the risk assessment
A short questionnaire produces an educational investor profile — conservative through aggressive — that gives the AI context for its explanations.
- 03
Add your holdings
Enter tickers, quantities and purchase prices. The application calculates allocation, exposure, concentration and risk from that stored data.
- 04
Ask the copilot
Research companies and funds, compare investments, and ask what any metric means. The assistant explains reasoning and flags uncertainty.
- 05
Save reports
Turn a portfolio review or company research session into a saved report you can revisit.
Where the AI gets its facts
The assistant is designed to call verified tools rather than recall figures: quotes and fundamentals for a symbol, ETF reference data, recent news, your stored portfolio, and application-calculated allocation, risk and diversification metrics. If a tool cannot supply the data, the assistant states that current data is unavailable instead of estimating it.