Better decisions on your investments, without making it a second job.
Her agents read what you own, and she speaks only when something changes, whether you manage your portfolio yourself or an advisor does. She never trades, and nothing she says is advice.
Technical or fundamental, any US stock, answered with your positions loaded.
Solo trial · 14 days · nothing billed, no card
Here's what I'd watch first on this book. These agents already have something to say.
The app, right after you show her an account: her agents report what they found. The numbers are from a sample book.
Everyone is telling you what to buy. Nobody is reading what you own.
A brokerage shows prices, not decisions. A chatbot doesn't know what you own, and you'd rather not tell it. Everything else is built for day traders, or is shouting about the next big thing.
Erina You already own it. Buying more takes GOOGL past your 30% line; it is 31.8% today.
ConcentrationYou sold TSLA at a loss. Buy it back inside 12 days and the loss stops counting.
Wash-saleSelling NVDA now books the gain 21 days early. $12,400 turns long-term if you wait.
Long-termThree of your names report next week. GOOGL is priced for a 5.9% move either way.
EarningsThe only part of your book missing it is the $40,000 sitting in cash.
Idle cashNothing you own moves on this. Nothing to do.
Nothing to doI read all of it through what you own. I only speak when something changes.
Who reads your portfolio in a world where every tool wants you to buy something? The numbers are from a sample book.
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Erina makes you a better investor.
She keeps up with everything a good investor should, so you don't have to. Show her your book once; her agents read it, and she tells you when something crosses a line.
Erina What she watches, in seven buckets, plus the agents you describe yourself. See all seven →
Ask her anything about a stock. Then ask about the trade.
Technical or fundamental, any US stock, answered with your positions loaded. Then name the buy or the trim, and she reads it against your book.
| Ticker | % of book | Value |
|---|---|---|
| GOOGL | 31.8% | $443,053 |
At 30%+ of the book, a single-name drawdown hurts. If you want more, the honest version is to trim something else first, or to move your line and know that you did.
Research first, then the trade, in the app. The numbers are from a sample book.
Tax-loss harvesting
$1,921in tax savings on a single name, found before April, with a similar fund you can buy the same day.
Losses worth booking, counted against this year's gains, with the swap that keeps you invested. She watches the one-year mark too, so you don't sell a week early.
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Wash-sale warnings
12 daysleft in the wash window on a loss you just took. Buy it back early, and the loss is gone.
Thirty days, counted for you on every sale in a connected account. She warns you before you buy back, not after the tax form arrives.
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Concentration risk
31.8%of your account sits in a single stock. She tells you when it crosses your line, and you decide where that line is.
The stock that quietly became a third of the account, the three winners carrying all the gains, what a 5% market drop would cost, and what your funds own twice over.
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Positions past your size line
| Ticker | % of book | Value |
|---|---|---|
| GOOGL | 31.8% | $443,053 |
At 30%+ of the book, a single-name drawdown hurts. Decide whether the reward for keeping the whole position still beats a partial trim to bring it back inside the line.
Create your own agent.
Say what to watch, the way you'd say it to a person. Erina reads it back so you can see exactly what she will check and say, runs it once on your book, and keeps it if you tell her to.
Got it. I'll check every stock you own. If any is down 8% or more over five days, I'll tell you which one and whether it was the stock or the market. Nothing crossed the line? I stay quiet.
Available on every paid plan. Nothing repeats until the number behind it changes, and if you mark a note as not useful, she backs off.
“Nothing needs you today.”
Most days, that's the whole message. When something has crossed a line, the thread opens with the brief: the book's move, which names moved and why, and what the agents found. The same brief lands in your inbox.
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Book −2.2% Friday. 49% of it is PLTR.
You run it yourself, or an advisor does. She fits either.
Tell her who manages each account, and she reads it accordingly. Nothing argues with your advisor, and nothing replaces your own judgment.
You manage it yourself
Her agents read your book for the things you'd want a desk to catch, and she gives you a read before every trade. The decision, and the order, stay yours.
- Tax-loss harvesting and the wash-sale window, counted for you
- Concentration, winners carrying the gains, what a drop would cost
- Any stock, technical or fundamental, with your positions loaded
- Your own agents, described in a sentence
A human advisor manages it
She keeps a running sheet of what changed in that account and what's worth raising, so the hour you get with your advisor goes to the questions that matter. She is on your advisor's side.
- What moved since the last review, and why
- Two or three things worth bringing up, with the numbers
- The questions worth asking, ready before the meeting
- Everything else she watches, still watched
Set it once per account, under About this account: taxable or retirement, who manages it, and which names you trade short term. Those are the only three things her agents need to know.
A financial assistant. Not a broker, not an advisor, not a news feed.
Seven buckets, plus the agents you write yourself. All seven →
The AI never knows who you are.
Whenever Erina uses AI, whether an agent is reading your book or you ask a question in your own words, the model receives your positions and the question. It never receives your name, your email or your account. The agents run with that same anonymity: the model cannot tell whose portfolio it is reading, and nothing on the other side ties it back to you.
Show me your money.
Paste a screenshot of your positions page, type your positions in, or, on Pro, connect your brokerage through a read-only link (Schwab, Fidelity, Robinhood and more). It takes under a minute, and nothing changes at your broker.
Everything you're about to see runs on your book from the first minute. Nothing is billed during the trial, and there is no card to enter.
Try it for 14 days. Then pick the plan that fits.
Look up any stock, read the pre-made research reports, and get ten quick answers a day. No card.
Start, no cardYour own money: the walkthrough, agents reading your book, tax-loss harvesting, theses and the monthly review. 1,500 AI credits a month.
Start your trialEverything in Solo, plus broker sync, wash-sale watch, the options tools and Trade Builder, and more agents on your book. 4,000 AI credits a month.
Start your trialEverything in Pro, with the most agents on your book and the largest credit pool. 9,000 AI credits a month.
Start your trialEvery new account starts on a 14-day Solo trial with no card. Monthly AI credits on every paid plan, no rollover, cancel at any time. Pay yearly and get twelve months for the price of ten. Full comparison →
What do I get on the trial, and do I need a card?
Fourteen days of Solo: nothing billed, no card. Everything runs on your book from the first minute: the walkthrough, the agents reading your book, the brief, and every row in the rail.
What is an agent?
An agent is a check Erina runs on your book that reports only when something crosses a line: a position past your size limit, a loss worth harvesting, a hedge that has become cheap, a name that reports next week. The walkthrough picks the ones your book needs and lets you move each line with one tap. You can see them, and what each one last said, under Watching. You can also describe your own agent in a sentence, and she reads it back before it runs.
Does the AI know who I am?
Whenever Erina uses AI, whether an agent is reading your book or you ask a question in your own words, the model receives your positions and the question. It never receives your name, your email or your account. The agents run with that same anonymity: the model cannot tell whose portfolio it is reading, and nothing on the other side ties it back to you.
Does Erina place trades?
Never. There is no order path and no broker login that can trade. A brokerage connection is read-only. Every read ends with something you do yourself, at your broker.
Show her your money. She'll have read it before you've finished your coffee.
A screenshot of your positions page takes about a minute. Her agents read it on your own names, and she shows you what they found. Nothing changes at your broker.
Solo trial · 14 days · nothing billed, no card · Never trades · not advice