Now in beta.

Your portfolio,
finally explained

Connect your investment accounts and get AI-powered insights, daily analysis, and news tailored to your holdings.

Connects with 12,000+ financial institutions via Plaid

VanguardSchwabRobinhoodE*TradeTD Ameritrade

We are working on adding more institutions for you. See full list

Powerful Features

Everything you need to
understand your investments

Stop wondering what's happening with your money. Get clarity with AI-powered insights delivered daily.

Daily Email Updates

Get a personalized summary every market day explaining how your portfolio performed and why.

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AI Chat Assistant

Ask any question about your holdings and get answers with real-time market data.

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Relevant News

See news that actually matters — filtered to your specific stocks, funds, and ETFs.

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Portfolio Analysis

AI-powered insights generated after market close, explaining what moved.

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Full Visibility

See all your accounts in one place. 401(k), IRA, brokerage, and more.

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Bank-Level Security

Read-only access via Plaid. We can never move your money.

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Simple Pricing

One plan, everything included

No hidden fees. No complicated tiers.

Early Access

$13.99

per month

14-day free trial
  • Unlimited connected accounts
  • AI chat with web search
  • Daily portfolio analysis email
  • Relevant news for your holdings
  • Full account visibility
  • Priority support
Start Free Trial

No credit card required

Bank-Level Security

Your data is safe with us

We use Plaid, the same service trusted by Venmo, Robinhood, and thousands of other apps

Read-only access

We can never move your money or make trades

256-bit encryption

Your data is encrypted at rest and in transit

No data selling

We make money from subscriptions, not your info

Ready to understand
your investments?

Join 500+ investors who finally get it.

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No credit card required · 14-day free trial