Set up your goals
It asks a few questions and saves your goals and limits, so later ideas are checked against them.
Assistant
The assistant explains things simply, researches an asset and drafts trades on your paper portfolio. You see the checks and reasoning on a card, and you decide.
It only talks about investing and your own account.
It asks a few questions and saves your goals and limits, so later ideas are checked against them.
Ask what a P/E ratio means or what a bond yield is. You get a short answer in plain words.
Ask about a stock or fund and get what the evidence says, with the gaps named.
Ask how your paper portfolio sits against your goals and what you might change.
It prepares a trade as a review card. Nothing is placed until you confirm, and you can cancel.
Describe your cash and goals and it lays out a plan with what to watch and the cash left. You choose which trades to draft.
The assistant works on your paper portfolio. No real money is involved. It isn't investment advice, and it never decides for you.
Create an account, set your risk profile and start with $10,000 of paper money. Nothing real is at stake until you choose it.
For institutions and custom needs
Decision support, not investment advice. Portfolios are simulated. Read the risk warning