Portfolio Intelligence
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An AI analyst that knows your portfolio and thinks with you.

James securely connects to your brokerage accounts, learns your style, and helps you make better decisions — whether you're just getting started or sharpening years of experience.

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Equities ETFs Options Crypto Commodities Fixed Income Forex Futures

The Intelligence Loop

Five steps. Every day.
Each one makes you sharper.

Brief

Daily Dossier

Think

James Conversations

Plan

Theses & Research

Reflect

Trade Journal

Learn

The Vault

Every feature serves this loop. James gets smarter about you with every cycle. Click any step to learn more.

Your Level, Your Style

James calibrates to how
you actually trade.

During setup, a few questions about your experience, approach, and priorities. James adjusts his depth, his analysis, and what he watches for.

New investor

Teaches while he helps

Explains concepts, defines terms, builds your process from day one.

Veteran trader

Speaks peer-to-peer

No hand-holding. Challenges assumptions, focuses on your edge.

Fundamental

Filings, earnings, cash flow

Leads with revenue, margins, FCF, and competitive position.

Technical

Charts, levels, momentum

Inline charts, moving averages, RSI, MACD, support/resistance.

What James Does

Three things, every day.

Briefs you every morning

A personalized dossier filtered through your portfolio and active theses. Only what matters to you.

Thinks with you all day

Talk through any trade, thesis, or macro event. James already knows your positions — you never start from zero.

Learns and improves

Thesis tracking and journaling create a feedback loop. James spots your patterns and helps you compound your edge.

James

Listening

The Fed held rates today. What does that mean for my book?

The hold was expected, but the statement language shifted. Fed funds futures now price 72% probability of a June cut, up from 58% yesterday.

TLT — your 4% bond position. If June cuts materialize, this rallies. Your entry at $88 looks well-positioned. Thesis intact.

JPM — 6% of book. Rate cuts compress net interest margins. Your NIM expansion thesis is now under pressure. Not broken, but the evidence is shifting.

Net read: your book is slightly long duration. A cutting cycle favors your positioning overall, but JPM needs a thesis review.

What James knew before you asked

Your complete portfolio. Your TLT and JPM theses. Fed funds futures pricing. He assessed the macro shift against every position you own — instantly.

Pull up my JPM thesis

Screen for rate-cut beneficiaries

Daily Dossier

Your morning briefing,
compiled overnight.

Before you open a single tab, James has scanned overnight news, checked the calendar, and filtered everything through your portfolio. Only what matters to you.

Daily Dossier

6:45 AM ET

Yesterday: S&P +0.4%. Your portfolio outperformed by 32bps. Overnight: Foxconn flagged AAPL supply delay. Crude at $79.40 post-EIA. Today: ISM at 10am. MSFT earnings after close.

AAPL · 6.2% of book

Foxconn production shortfall may affect Q2 supply. Your thesis is Services — hardware noise, not thesis risk. Support at $171.

XOM · 11% of book

EIA crude draw of -6.2M barrels supports your Permian FCF thesis. Crude at $79.40. Thesis intact and strengthening.

How It Works

Five minutes to set up.
Gets smarter every day.

Connect

Link your brokerages

Profile

Tell James how you trade

Brief

Get your first dossier

Talk

Start a conversation

Grow

James learns your edge

Security

Your data is yours.

Encrypted

TLS 1.3 in transit. AES-256 at rest.

Read-only

James sees holdings. Has no acces to trade or move money ever.

Plaid-powered

Same infra as Coinbase & Robinhood.

Isolated

Row-level security per user.

Pricing

Patent-pending intelligence architecture

$79/mo

Full access to James and every tool on the platform.

James AI — generous daily usage
Personalized daily dossier
Thesis tracking + active monitoring
Trade journal + behavioral insights
Multi-brokerage portfolio connectivity
All asset classes, all experience levels

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