Features
24/7 AI agents monitoring portfolio and markets
Unified portfolio view (brokerages, banks, crypto, physical assets)
AI stock screener (fundamentals, valuation, sentiment)
Stock discovery via themes, politician trades, fund activity
Anonymized community portfolio data
Arena: AI-run live simulated portfolios with reasoning
AI Funds: create AI-managed funds from a thesis
Personalized news feed filtered by portfolio and watchlist
Research hub: SEC filings, analyst targets, insider transactions
Net worth tracking with daily digest
Read-only brokerage connections (via SnapTrade)
SEC filing chat (ask questions against filings)
Mobile app (iOS, Android)
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
