Freshness labels
Portfolio workspace
Holdings, allocation, watchlist, risk flags, and data freshness in one decision-support surface.
Product
Evidence, ownership, and safe AI boundaries in one dark workspace.
The MVP focuses on a precise golden path: load a portfolio, inspect exposures, generate a real AI brief through application-owned tools, and save the cited result.
Saved citations
Research room
Saved AI briefs, cited facts, assumptions, and follow-up questions without pretending to be advice.
SEC source links
Filing intelligence
SEC filing summaries with source links, section context, and stale-data disclosure.
No return promises
Goal scenarios
Educational milestones and contribution scenarios framed around planning discipline, not promised returns.