Upload your portfolio screenshot and choose your preferred investment style for instant AI-powered insights.
Select an investment philosophy that aligns with your goals. Whether you prefer a value-driven, growth-focused, or systematic approach, our AI adopts the mindset of a world-class professional to analyze your holdings.
Securely upload a portfolio image, cropping or blacking out personal info like names or account numbers for privacy. Screenshots are processed instantly and deleted; no data is saved or stored.
Our proprietary AI gets to work. Within seconds, you'll receive a comprehensive report detailing market insights, an optimized portfolio allocation, and prioritized, actionable recommendations tailored to you.
For those who want to go further, your report includes the option to schedule a one-on-one session with a human portfolio manager to discuss your results and build a truly personalized long-term strategy.
Our AI is trained on proven investment philosophies from the world's greatest investors to give you institutional-grade insights.
Your data is your own. We process your portfolio screenshot in memory and never store it on our servers. No account needed.
Go from screenshot to a complete, actionable financial report in under 30 seconds. No more guesswork.