Run your book like a fund.
One dashboard for every position, every trade, every thesis. Across every brokerage. Public and private.
Your entire book in one screen.
Public positions, private investments, options, crypto. Live during market hours, snapshotted overnight.
Dashboard
Every trade you've ever made, ranked.
Lifetime P/L by ticker. Win rate by underlying. Wash sales detected, harvest opportunities surfaced. Tax-aware from day one.
Realized P/L
An AI layer that actually knows your book.
Pre-market briefings, post-market summaries, and an Ask Tape surface that answers questions about your actual positions and trades. Every number cross-checked against your data.
Briefing