Product
The terminal
The agentic portfolio manager for every account you own.
Each link below opens the terminal at that tab. On a computer that is not signed in, you sign in first and land on the tab afterwards.
Briefing
What happened since you last looked: the moves in your holdings, news on what you own and what your AI agents did.
Each item says why it matters and what you could do next.
Portfolio
Every account you own in one place, across all the brokers you connect.
Your holdings, how they are doing, what you are exposed to, and a Tax view with losses you can harvest.
Explore
Trade ideas, people, strategies and baskets to look through.
Open any of them to see the reasoning, then ask Copilot about it or turn it into an AI agent.
Copy trade
Follow the disclosed trades of politicians and the holdings of well-known funds and investors.
Copy one as an AI agent that mirrors their moves in your account, inside the limits you set.
AI agents
Your AI agents, each with its own rules, budget and record, every rule visible.
Choose for each one: tell me only, ask me first, or trade automatically inside your limits.