Your Portfolios
Brokerage, retirement, and other accounts side by side on Home — live value charts, shared time ranges, and a tap through to the full portfolio workspace.
Coming soon
Build Your Own
The portfolio tracker from the book. Live charts for every account, Discover for the market, and chat on Home and on each portfolio.
This product is coming soon.
Brokerage, retirement, and other accounts side by side on Home — live value charts, shared time ranges, and a tap through to the full portfolio workspace.
Look up prices, filings, and holdings. Same chat on Home and on each portfolio.
Stock cards with prices, photos, and a ⋯-editable watchlist. Open any name into a full sheet without leaving the page.
Value over time, composition, holdings, statement import, and AI insights — privacy blur included when you need to share the screen.
Build your own Robo-Investor. Then run it as a live portfolio app.
Updated March 2025
The author’s own AI following the book. AIs differ with training data. These stock picks are not financial advice.
Annual portfolios are recorded on the Bitcoin blockchain. 2025 record · Earlier years on the book page