Research like a professional analyst
Everything you need to research stocks with AI, in one place.
Everything about a company, one tab
Go deep on any company. Price, fundamentals, earnings, and your own notes, one click apart.
- Live price, fundamentals, and earnings history
- Analyst ratings, price targets, and estimates at a glance
- Your notes saved right next to the data they reference
An AI analyst that shows its work
Ask a hard question. Watch it pull the real numbers, reason in the open, and answer in seconds.
- Every answer grounded in real financial data
- Reasoning and tool calls visible as it works
- Note edits arrive as a diff you approve or reject
Your real portfolio, connected
Link your brokerage and the analyst reasons over the positions you actually hold, not a watchlist you keep in sync by hand.
- Read-only sync from Robinhood, Schwab, Fidelity, Interactive Brokers, and more
- Hobby includes one institution; Pro can connect several and view them together
- Live value, unrealized P&L, returns, and risk on your real book
- Investi can never place a trade or move money
Research that runs on a schedule
The earnings recap, the filing watch, the weekly portfolio check: they run on time whether or not you remember to.
- A saved prompt fired as a fresh chat, once or on a recurring schedule
- Every run lands as a full conversation you can pick up and continue
- Pause, resume, or edit a monitor in place
Teach the analyst how you work
The analyst starts unopinionated. Skills teach it your process, so it runs with your rigor every time.
- Reusable workflows the analyst follows automatically when relevant
- Trigger any skill by hand with / in chat
- Import a skill from GitHub, or author your own in SKILL.md
Your research, organized
Organize your coverage the way developers organize code: folders, themes, watchlists, your way.
- Folders for sectors, themes, or watchlists
- Drag, rename, and select several companies at once
- Archive without losing a single note
Bring your own tools and data
Connect any MCP server and its tools are in the analyst's hands in seconds, right next to the market data.
- Connect from a catalog of research servers or bring your own URL
- Tools from connected servers used automatically when relevant
- Target any server by hand with / in chat