#Investment advice
2 tools curated for you
Invest with the proven strategies of legendary investors by selecting a framework like Warren Buffett's value investing or Peter Lynch's growth approach to automatically surface matching opportunities. Apply your personal risk tolerance and criteria using custom filters for P/E ratio, moat score, and growth metrics to tailor high-conviction picks to your portfolio. Discover vetted early-stage startups by evaluating companies through the same fundamental criteria used by top-tier venture capital funds and angel investors. Gain actionable crypto insights with research and on-chain analysis modeled after leading cryptocurrency educators and thought leaders. Access over 80 distinct investment frameworks, from Dividend Aristocrats to Global Macro, to find and apply the methodology that fits your specific investing style.
Wake up to a complete portfolio snapshot with overnight moves and macro calendar, delivered by the Morning Briefing agent before market open. Stay ahead of earnings season with a live scorecard of beat/miss, CEO quotes, and guidance changes for every tracked company, powered by the Earnings Monitor agent. Protect your investment thesis by receiving automatic alerts on supporting and contradicting evidence each week, enabled by the Thesis Tracker agent. Detect macro regime shifts instantly with rate expectations, yield curves, VIX, and economic release tracking, handled by the Macro Watchdog agent. Cut hours of manual research by converting SEC filings, earnings transcripts, and news into cited research briefings, using live data from Polygon.io and SEC EDGAR. Eliminate stale data risk through autonomous AI agents that query real-time market data, fundamentals, and filings instead of outdated training sets. Custom-build AI agents in plain English to monitor any market element on your preferred schedule, without any coding or complex setup.