Build records with real instruments
Search for stocks or funds to maintain watchlists and manual holdings, preserving market and instrument identity. The app does not connect to brokerage trading accounts or execute orders.
Continue research from your watchlist
Keep watched instruments alongside notes with sources, dates, assumptions and review context. The research agent can use selected watchlist items to prepare a question; confirmation still precedes a model call.
Understand quote alert conditions
Eligible instruments support price monitoring rules and system notifications. The app must remain running with alerts enabled, valid fresh quotes arriving continuously and device notifications allowed. Open-ended fund NAV is not an intraday price trigger.
Manage and back up local data
Notes, holdings and watchlists are encrypted locally with import and export. Cache merging fills missing entries without overwriting existing same-source records. Back up important materials. Website allocations are synthetic examples, not real portfolios or allocation advice.