Portfolio intelligence

See what you actually own

Upload a brokerage screenshot. holdings, catalysts, and macro context in one scan.

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1.0 How it works

From screenshot to clarity

Robinhood, Fidelity, Schwab, or CSV. parsed in seconds.

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Any brokerage screenshot or CSV file.

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Edit tickers and weights before the scan runs.

Report

Holdings table, catalysts, and regime in one view.

2.0 Sample output

Each fact appears once. weight and story % live in the table, not repeated in headlines.

Sample holdings from a portfolio scan
Ticker	Weight	Story %	View	Flag
NVDA	24%	68%	Hold	Story-heavy
AAPL	18%	22%	Hold	,
VOO	15%	8%	,	ETF

Tap a row in your report for thesis notes and links.

3.0 Intelligence

Four layers. what you own, what could move your book, macro context, and per-ticker thesis.

Holdings

What you own and how narrative-heavy each name is.

News & catalysts

What could move your book this week.

Bets & regime

Macro context. correlation clusters and rate sensitivity.

Per-ticker thesis

Bull, base, bear, and what to watch.