From a simple screenshot to a detailed, AI-powered portfolio analysis in just a few easy steps.
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.
Securely upload a portfolio image, cropping or blacking out personal info like names or account numbers for privacy. Screenshots are processed instantly and deleted; no data is saved or stored.
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.
Our AI is trained on proven investment philosophies from the world's greatest investors to give you institutional-grade insights.
Your data is your own. We process your portfolio screenshot in memory and never store it on our servers. No account needed.
Go from screenshot to a complete, actionable financial report in under 30 seconds. No more guesswork.