AI Research Analyst for the stocks you own
Go deeper on the companies in your connected portfolio. Research Analyst reviews fundamentals, peer comparisons, recent developments, valuation context, and portfolio exposure, so you can understand what may matter before deciding whether to act.
What is an AI Research Analyst?
It researches the stocks you already own and benchmarks each holding against its direct competitors and sector. Every one is scored on three transparent factors: momentum, quality, and valuation. Ask about any holding and it brings in what changed recently, so the answer reflects the market as it stands today.
Grounded in your real portfolio
Position-level fundamentals
Review business drivers, financial trends, margins, cash flow, valuation context, and how the position fits with the rest of your portfolio.
Portfolio fit
See whether a company adds new exposure or overlaps with positions, funds, sectors, or themes you already own.
Live market & news context
Review earnings updates, company news, analyst commentary, and market events that may be relevant to the holdings in your portfolio.
Three research lenses. One clearer view.
Every holding is scored on the three factors that shape a research view, so you can see its full shape at a glance.
Momentum
8.6Recent price, earnings, estimate, and market-trend context where available.
Quality
9.2Profitability, margins, balance-sheet strength, cash flow, and durability.
Valuation
6.1How valuation compares with peers, history, and broader sector context.
From question to research brief
Ask about a company, holding, or recent development. Research Analyst organizes the relevant data, checks portfolio context, and returns a structured brief for you to review.
Ask about any holding
Ask about a company you own or a recent development. No forms, just the question on your mind.
It gathers the context
Research Analyst pulls fundamentals, peer comparisons, valuation, and how the position fits the rest of your portfolio.
You get a structured brief
A clear, sourced brief to review: what's working, what to watch, and the questions to consider before you act.
Why our incentives line up with yours
Get a clear output you can act on
Peer & competitor benchmarks
Compare selected metrics with relevant peers and sector context, with the reasoning behind each research signal.
What changed recently
Review earnings updates, company news, analyst commentary, and market events that may be relevant to the companies or holdings you ask about.
Judged against your portfolio
See how a holding contributes to your broader exposure by sector, theme, geography, and position size.
Grounded in real data
Research Analyst is designed to ground figures in financial data sources and connected portfolio information where available.
One specialist in your AI investment team
Five specialized AI agents review different parts of your financial picture, from company research to allocation, risk, tax considerations, and long-term planning.
Portfolio Manager
Reviews allocation and rebalancing priorities.
Research Analyst
Researches supported stocks and portfolio holdings.
Risk Officer
Reviews concentration and downside exposure.
Tax Advisor
Reviews tax considerations when relevant.
Financial Planner
Tracks progress toward your goals.