An AI portfolio manager that shows its work.
Connect your book. The co-pilot watches your positions and the desk's live signals, explains every setup, flags your risk, and does the sizing math — grounded in the public scoreboard, not vibes. You stay in control; it never trades for you.
Get the co-pilot →The desk's thesis is the post-earnings reclaim of the 132 shelf — stop 136.4, target 142, about 2.1R. On the scoreboard, NVDA longs off this pattern are 4 of 5. Educational read, not a directive — your call.
Tech is 46% of your book and NVDA alone is 32% — above the 20% single-name rule you set. Worth a look before adding.
Your analyst, not your broker.
Watches your book
Tracks every position against the desk's live calls and the rules you set.
Explains every setup
Ask "why this entry?" and get the thesis, levels, and risk in plain English.
Flags risk in real time
Overexposure, no stop set, size above your rule, portfolio heat too hot.
Does the math
R-multiple, position sizing, expected value, correlation — instantly.
Grounded in the scoreboard
Every answer is anchored to the public track record, not to hype.
Never trades for you
Read-only by design. It analyzes and explains; you place every order.
Connect, watch, decide.
Connect (read-only)
Link a brokerage or paste your positions. The co-pilot reads — it never gets trading permission.
Set your rules
Max position size, sectors you avoid, risk per trade. It holds you to them.
Watch & ask
It tracks your book against the desk's signals, flags risk, and answers 24/7.
You decide
Every entry and exit is yours to place. The AI explains — it doesn't act.
Put the desk in your corner, 24/7.
The co-pilot ships with Inner Circle, with a limited beta on Pro.
See plans →