Features
Built for long-term investors who want clarity, not noise.
Every feature is designed for one outcome: you sleep better while your money works smarter.
Portfolio diagnosis
Health score, risk dials, idle cash, drift and concentration — explained in plain language.
Allocation buckets
Large cap, mid, small, international, debt, crypto. Targets and live drift in one ring.
AI activity log
Every scan, insight, rebalance and alert with a timestamp. Audit your AI.
Smart alerts
Macro shocks, drift breaches, opportunity windows. Tuned, not noisy.
Approval gates
Big or risky moves wait for your tap. Small routine moves run inside your mandate.
Privacy-first vault
Your broker data stays encrypted. Never sold, never shared.