Anticipate the Next Market Shift
Stay ahead of the market with real-time alerts that identify unusual activity the moment it emerges. Customize what you track by sector or ticker, and monitor alerts tied directly to the companies in your portfolio.
- Real-time alerts on unusual volume and price movements
- Filter by sector, industry, or specific tickers
- Portfolio-specific signals for holdings you care about

Digest Intelligence, Not Noise
A complete narrative of each trading session — not just numbers. We break down the day's key drivers: macro announcements, earnings surprises, sector leadership, liquidity flows, and regulatory moves.
- Daily market summaries with actionable insights
- Key theme identification across sectors
- What led, what lagged, and why it matters
- Save hours of research with curated recaps

Filtered for What Moves Markets
Our curated news engine filters thousands of headlines to surface only what impacts financial markets — earnings, guidance revisions, M&A, regulatory filings, and high-impact global events.
- AI-filtered news from hundreds of sources
- Impact assessment for each story
- Sector and ticker tagging for relevance
- Skip the noise, focus on what matters

Portfolio Optimization Decoded
Discover better portfolio alternatives with a matching engine that analyzes exposure, strategy, volatility, cost structure, and holdings overlap across thousands of ETFs.
- Compare by performance, fees, and holdings overlap
- Find lower-cost equivalents for current positions
- Identify hidden concentration risks
- Multi-timeframe performance comparison

Control, Track, & Optimize
The full picture of your investments — clearly organized and continuously updated. Monitor performance in real time, track earnings dates, dividends, and receive signals calibrated to your holdings.
- Real-time portfolio performance tracking
- Earnings calendar for your holdings
- Dividend tracking and income projections
- Personalized alerts for portfolio events

Deepen Your Conviction
Research without the overwhelm. We unify everything investors need to evaluate a company: 10-K summaries, financials, insider trading activity, peer comparisons, and SEC filings access.
- AI-generated company overviews from 10-K filings
- Key financials and valuation metrics
- Insider trading activity monitoring
- Peer comparison on key metrics


