Stock analysis
Open a company from Discover or your watchlist and read the price chart, the financial statements, and a short brief. Ask the chat about that name. The demo opens the companies in that sample book.
Stock analysis and tracking
Look up a company, follow a portfolio, and ask about the holdings on the screen. Charts, financials, and chat in one place.
The demo portfolio below is open without an account. Chat on that visit stops after one message.
Open a company from Discover or your watchlist and read the price chart, the financial statements, and a short brief. Ask the chat about that name. The demo opens the companies in that sample book.
Keep a book of what you own. See value over time and what the portfolio is made of, then open the workspace for holdings, a statement import, and chat about those names.
A sample book of large US companies, with the same charts as a signed-in portfolio. Discover on that page is a short list of 30 names, and five of them sit on the watchlist. Chat works for one message, then create an account.
Earlier work
Build Your Own AI Investor started as a book and a set of tools. This site is the portfolio app that followed.
Updated March 2025