AI Portfolio Co-Manager

Your rules. Your alpha.

Define your investment rules. AI screens thousands of stocks, builds your portfolio, and tells you exactly when to buy, hold, or trim. You stay in control.

How it works

1

Define your rules

Pick your universe and the fundamentals that matter. Revenue growth, ROIC, FCF — you decide. AI suggests rules with backtest evidence.

2

See your portfolio

Your rules screen thousands of stocks down to a focused watchlist. The system ranks and selects the best 15-20 for your portfolio.

3

Get daily alerts

The system monitors your portfolio every day. When it's time to add, trim, or replace a stock — you'll know instantly.

Backtested. Not guesswork.

Our Growth Quality strategy was backtested over 10 years with survivorship-bias correction.

Strategy Return

+352%

10 years

S&P 500 Return

+238%

Same period

Annual Alpha

+3.4%

Net of costs

Max Drawdown

-14.8%

vs S&P -19.6%

Equity curve chart

Strategy vs S&P 500 — 10 year backtest

Build a strategy to see your backtest →

Past performance does not guarantee future results. Backtest results are hypothetical and subject to limitations.

Simple pricing

Start free. Upgrade when you need more strategies, more markets, or faster alerts.

Free

$0
  • 1 strategy
  • S&P 500 universe
  • Weekly email alerts
  • Basic AI suggestions
Get started

Pro

$29/mo
  • 5 strategies
  • All US markets
  • Daily alerts + push
  • Full AI guidance
  • Multi-model debate
Start Pro

Power

$59/mo
  • Unlimited strategies
  • Global markets
  • Real-time + SMS alerts
  • Priority AI
  • API access
Start Power

Ready to define your alpha?

Pick a universe, choose your style, see your portfolio in 30 seconds. No account needed to start.

Build your strategy →

Free. No credit card. Takes 30 seconds.