✦ AI-POWERED PORTFOLIO INTELLIGENCE
Deep Portfolio Intelligence, Powered by AI
Analyze your portfolio with a 6-checkpoint fundamental scorecard, scan the entire US equity market daily, and get AI-driven insights — all in one platform.
Analyze your portfolio with a 6-checkpoint fundamental scorecard, scan the entire US equity market daily, and get AI-driven insights — all in one platform.
Screenshot your broker's positions page and upload it — our AI vision engine extracts every position automatically. Or enter tickers manually.
Works with any broker — Schwab, IBKR, Fidelity, and more
9-model fair value consensus, VMI™ fundamental scorecard, technical analysis with support/resistance, and Smart Money signal integration.
Entire US equity market scanned daily
Daily AI reports with actionable insights, position-by-position analysis, and specific recommendations — delivered to your dashboard and Telegram.
Chat with Leo anytime for deeper research
Your personal AI analyst that answers questions about your portfolio, researches any stock, and delivers actionable intelligence — backed by real-time market data.
Track institutional moves, insider transactions, and alternative data signals that reveal where the smart money is flowing.
Our proprietary Value & Moat Intelligence scorecard stress-tests every stock across six fundamental dimensions with a clear PASS / WARN / FAIL verdict.
The Event Radar continuously monitors market-moving events and automatically escalates high-conviction catalysts to Leo for immediate evaluation and action.
Multi-signal market scanner across the entire US equity universe. Momentum, volume, Smart Money flow, and technical confluence — scored and ranked daily.
Position-by-position AI analysis delivered morning, end-of-day, and on-demand. Includes exact instructions — strikes, quantities, stops — sent via Telegram.
Filter S&P 500, Nasdaq 100, and custom lists with 15+ enrichment columns. Separate stock and options screeners with real-time data.
