Portfolio intelligence that pays for itself

Every morning, know what changed in the companies you own.

See the holding-specific filings, results, dividends, thesis reviews, tax events and risk changes that matter before the market noise takes over.

Free keeps research discoverable. Plus turns alerts and the portfolio digest into a habit. Pro adds tax, AI screeners and credible backtests. Power is for high-frequency monitoring, webhooks, SMS-heavy workflows and export-heavy research.

Daily portfolio digest

Email/SMS/push summaries for holdings: results, filings, dividends, splits, buybacks and reviews.

AI screener workflow

Convert plain English into a query, see the explanation, run it, backtest it and save alerts.

Tax-ready reports

Capital gains, currency caveats, exports and corporate-action warnings for cleaner reviews.

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