Your AI investment assistant that researches stocks, downloads Morningstar reports, analyzes portfolios, and helps you make better investment decisions.
Research any stock with natural language. Get analysis, compare to competitors, and find undervalued opportunities.
Download and analyze Morningstar reports. Extract key insights and compare metrics across companies.
Analyze your portfolio composition. Identify concentration risks and diversification opportunities.
Track dividend payments, yields, and ex-dividend dates. Never miss a payment.
Research any stock with natural language. Get analysis, compare to competitors, and find undervalued opportunities.
Download and analyze Morningstar reports. Extract key insights and compare metrics across companies.
Analyze your portfolio composition. Identify concentration risks and diversification opportunities.
Track dividend payments, yields, and ex-dividend dates. Never miss a payment.
Compare fund performance against benchmarks. Analyze risk-adjusted returns.
Build and monitor watchlists. Get alerts on price movements and news.
Read and summarize SEC filings. Extract key information from 10-Ks, 10-Qs, and 8-Ks.
Stay updated with market news. Get summaries and sentiment analysis on companies you follow.
Research stocks with natural language queries
Download and analyze Morningstar reports
Compare ETFs and mutual funds
Track dividend payments and schedules
Analyze portfolio concentration and risk
Monitor watchlist and get alerts
Google Workspace, MCP access for other agents, reusable skills, and a secure secrets vault.
Gmail + Calendar actions built in for real workflows, not brittle APIs.
Expose your browser as an MCP server so other AI agents can drive it.
Securely connect remote agents to your logged-in browser without VPNs.
Create reusable skills and share them across your team or clients.
Internal vault with a password-fill tool that never exposes secrets to the LLM.
Works with Vibe AI, Anthropic Claude Max, GitHub Copilot, and BYOK providers.