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Plain-English mode
Explain jargon like EBITDA, DCF, WACC inline. Tunes memos for retail investors.
Weekly digest (in-app)
Every Sunday: portfolio P&L, top movers, upcoming earnings. Delivered as an in-platform notification.
Privacy & Investor Pulse
Investor Pulse aggregates anonymized thesis assumptions across opted-in users so you can see where the crowd stands on any ticker. Your real name is never exposed — your contributions are tied to a pseudonymous alias.
Aggregates appear from your second contributor onward. At low contributor counts an individual contribution may be more discoverable to someone who knows the contributor's alias — use the per-ticker exclusions below to hide a specific thesis if needed.
Contribute to Investor Pulse
Your assumption overrides and thesis (anonymized) flow into the aggregate Pulse view. Opting out removes your data from future aggregates AND your access to Pulse — the trade is symmetric.
Expert Mode
Unlock the full manual editing surface in the Thesis tab — per-year drivers, scenario deltas, WACC / RFR / ERP / cost-of-debt sliders, comps peer toggles, and methodology weight overrides. Most users should leave this off; these inputs reshape valuation in non-obvious ways.
Per-ticker exclusions
Globally opted in, but want to hide your thesis on a specific ticker? Add it here.
No exclusions — all your theses contribute to Pulse.
Delete all my data
Wipes every thesis, override, and Pulse contribution attributable to your account. Your login stays — this is just the data wipe. Cannot be undone.
Connected Brokerages
No brokerages connected.
Closed positions
Trades you've closed, with hold duration and realized P&L. Add or edit a reflection on what worked, what didn't, and the lesson — your record over time.
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Devices
Active sign-ins to your account. Sign out any device you don't recognize.
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