Your Portfolio.
Powered by AI.
AI newsletters, smart alerts, and deep portfolio analysis - all built around the exact stocks you own.
How It Works
Three steps from your stocks to AI-powered insights.
Add your stocks
Add holdings manually or use AI Import - upload any broker CSV and our AI detects the format and imports it automatically.
AI scans the market
AI continuously scans real-time news, insider trades, earnings, and market data for your exact holdings.
Get personalized insights
Receive personalized newsletters, alerts, and insights delivered straight to your inbox.
Everything you need to manage your portfolio
A complete AI toolkit built around the stocks you actually own.
AI Newsletter
“AAPL beat earnings by 6% - here's what it means for your portfolio.”
News Feed
“See every NVDA headline the moment it breaks.”
Target Price Alerts
“TSLA just hit $300 - your alert fired and auto-deactivated.”
Earnings Alerts
“MSFT reports in 2 days - here's what analysts expect.”
Insider Trade Alerts
“CEO of AAPL just bought $2M in shares.”
Institutional Ownership Alerts
“Blackrock increased its NVDA stake by 4%.”
Portfolio Health Score
“Your portfolio is 74% tech - here's how to rebalance.”
Sector Breakdown
“You're over-concentrated in semiconductors.”
Performance Benchmarking
“Your portfolio is up 18% vs S&P 500's 11% this year.”
Cost Base Tracking
“Your AAPL average buy price is $163.42.”
Dividend Tracking + Income Calendar
“You have $340 in dividends coming next month.”
Australian CGT Report
“Your CGT liability this financial year is $1,240.”
Taxable Income Report
“You've earned $2,800 in taxable dividend income this FY.”
AI Chatbot
“Which of my stocks has the highest risk right now?”
AI Import
“Uploaded a Stake CSV - imported 43 trades in seconds.”
Multiple Portfolios
“Track your SMSF and personal portfolio separately.”
Watchlists
“Watch AMZN and get alerted when it moves.”
Real-Time Currency Tracking
“Your US stocks are worth AUD $24,300 today.”
Pricing coming soon
We are finalizing our plans. Join the waitlist to get early access and launch pricing.