From self-directed research to institutional desks.
Self-directed investors. Research, signals, and conviction in one place.
Retail traders. Faster context before every entry and exit.
Financial advisors. Client-ready briefs backed by evidence.
Research analysts. Source-linked analysis that compounds.
Fund managers. Portfolio context at the speed of markets.
Self-directed investors. Research, signals, and conviction in one place.
Retail traders. Faster context before every entry and exit.
Financial advisors. Client-ready briefs backed by evidence.
Research analysts. Source-linked analysis that compounds.
Fund managers. Portfolio context at the speed of markets.
Platform
One question becomes parallel research across filings, news, fundamentals, and the knowledge graph, then a ranked answer you can act on.
Agents surface concentration, guidance shifts, and second-order links, so you decide with a clear map of risk.
Every rule is a block you can open, challenge, and rewrite. Strategies stay readable from thesis to trade.
Blocks
Universe
Signal
Entry
Size
Exit
Open block
Semi suppliers
Inspected before capital is allocated.
Compiled rules land as live entries on Charts, so you can see the thesis where price actually moves.
TSM
159.60
1DSemi supplier momentum
TSMScore 94
158.80
Queued
ASMLScore 88
166.10
Queued
AMATScore 81
172.40
Queued
Whether a position is strengthening or slipping, you see it before the narrative catches up.
Trim, hedge, or add. Agents draft the move for you to approve and run.
TSM concentration crossed 22%. Score still high, but ASML lead times are stretching. Draft trim: cut 2% and park in cash.
Three names share the same supplier bottleneck. Suggested hedge: short SOX or buy puts into the next CPI window.
Self-building
It logs itself.
Prices, filings, news, and portfolio context, captured automatically.
Your tools finally talk.
Market data, documents, and research tools, always in sync.
Gets to know you.
So each thesis is sharper than the last.
Ask, and it's there.
Any company, any relationship, in a second.
No agent left guessing.
Working from the same evidence as your analysis.
Signals
Context
Agents + automations
Ecosystem
Signals
Context
Markets, filings, news, holdings, and relationships. All live.
Markets
Stocks, ETFs, and indexes — plus a declared book you can test and monitor. Not a brokerage, and not every asset class yet.
Built different
Capabilities
Multi-agent research
Divide research work the way an analyst team would, then return structured, evidence-backed conclusions.
Knowledge graph
Connect companies, sectors, geographies, and holdings so relationships stay visible when it matters.
Strategy builder
Compose universe, signal, entry, sizing, and exit as clear blocks you can inspect before capital is on the line.
Portfolio intelligence
Agents track concentration, overlap, and position health across the whole book.
