Upload your portfolio screenshot and choose your preferred investment style for instant AI-powered insights.
Simply take a screenshot of your current investment portfolio from any brokerage app or website. Our secure platform ensures your data remains private and is never stored.
Select an investment philosophy that aligns with your goals. Whether you prefer a value-driven, growth-focused, or systematic approach, our AI adopts the mindset of a world-class professional to analyze your holdings.
Our proprietary AI gets to work. Within seconds, you'll receive a comprehensive report detailing market insights, an optimized portfolio allocation, and prioritized, actionable recommendations tailored to you.
For those who want to go further, your report includes the option to schedule a one-on-one session with a human portfolio manager to discuss your results and build a truly personalized long-term strategy.