An AI-powered action plan built around your specific holdings — at market open, close, or on demand.
Unlike generic market commentary, the Daily Analysis is personalized to your portfolio. The AI ingests your exact positions, current prices, unrealized P&L, and today's news headlines — then produces a concise, action-focused briefing with specific recommendations for every holding and opportunity in your watchlist. It runs at market open, market close, or any time you trigger it manually.
What this feature does for you
A structured market summary including overall mood (Risk-On / Risk-Off / Neutral), the single biggest factor driving markets today, what to watch during the session, and what sectors or conditions to avoid.
Every holding receives a specific action: HOLD, TRIM, SELL, or ADD — with urgency rating (LOW / MEDIUM / HIGH), a stop-loss level, an intraday price target, and a suggested size adjustment.
The AI scans your full watchlist and flags BUY or WATCH opportunities with entry zones and the specific catalyst driving the opportunity today.
Beyond your existing holdings and watchlist, the AI surfaces additional high-potential stocks worth considering given today's market conditions.
Every analysis concludes with a single "top priority" — the one most important action to take right now, so you always know where to focus first.
Run the same analysis with Claude and Gemini and compare their perspectives side by side. Each model brings different reasoning and market knowledge to the same data set.
Sign up free and connect your brokerage account to get started in minutes.
Create Free Account