Financial Operations
Trading Hub
Positions, performance and risk explained without the terminology.
Not signed in? We'll ask you to sign in, then open it for you.
What it does for you
Positions, performance and risk in one place, with reporting that keeps up with your activity.
A structured review: the stated thesis in plain terms, concentration and risk notes, what would invalidate the thesis, and the questions to answer before adding.
- Positions, performance and exposure in one place instead of three screens
- Plain-English explanations of what moved and why, without the jargon
- Concentration and risk called out before it becomes a lesson
- Reporting that keeps current with your activity rather than month-end
How the AI does the work
AI summarizes exposure and explains performance changes without the terminology.
- 1
Reads
Your positions and activity as you enter them, alongside the history the current period is being compared against.
- 2
Decides
It measures where your exposure is concentrated and traces performance changes back to the positions that caused them.
- 3
Hands back
A written summary of exposure and performance in language you can act on. Educational only — never investment advice.
More in Financial Operations
Money Vault
Where your money sits, across every connected account.
Money Map
Where it goes, mapped by category and flagged when it breaks pattern.
BillErase
Cuttable charges found in your statements, with a negotiation script.
Subscription Finder
Every recurring charge grouped, priced per year and ranked to cancel.
AI Financial Coaching
Ask about your money in plain English and get an answer about your accounts.
DriverOps
Jobs, mileage and expenses tracked and kept audit-ready.