Positions, Holdings & Watchlist Tracking
Custom Alerts & Preferences
Proactive Heartbeat Monitoring
Bring Your Own AI Provider
Your Portfolio,
Live
Monitor positions and watchlists across every connected broker, with live market data on every symbol you track.
Your Rules
Set price targets, risk thresholds, and alert preferences in plain chat. Your agent remembers them across every session.
Your 24/7
Watchdog
Automated heartbeat scans your portfolio, watchlist, and news around the clock. You only hear from it when something matters.
Your AI,
Your Keys
Connect Claude, GPT, or Gemini with your own API key. Your model, your costs, your control.