Organization
Research That Stays Organized
Reports, sessions, and Knowledge Base pages stay linked to the tickers they belong to instead of disappearing into chat history.
S&P 5005,842.16+0.34%
NASDAQ19,267.43+0.51%
BTC$87,420-1.23%
VIX14.82-2.10%
NVDA875.32-0.44%
AAPL192.45+0.22%
TSLA248.5+1.87%
META604.11+0.78%
10Y4.42%-0.03%
S&P 5005,842.16+0.34%
NASDAQ19,267.43+0.51%
BTC$87,420-1.23%
VIX14.82-2.10%
NVDA875.32-0.44%
AAPL192.45+0.22%
TSLA248.5+1.87%
META604.11+0.78%
10Y4.42%-0.03%
AI Research Desk · Public-Market Investors
One desk for every research decision.
Portfolio context, structured agents, persistent reports, and a reusable Knowledge Base in one workflow built for repeat research.
Workflows
Pre-built agents
Context
Sessions + Tasks
Decision Loop
Portfolio aware
S&P 500
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NASDAQ
——
BTC / USD
——
VIX
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Investment Advisor
Strategic portfolio guidance and Q&A
3
J
Research activityRunning
Why It Works
Built for investors who need a workflow,
not another chat surface
Automation
Structured Agents For Repeatable Jobs
Pre-built workflows for deep analysis, swing scans, and weekly briefings — run in one click, every time.
Context
Portfolio-Aware Decision Support
Holdings context is woven into every response. Sizing, overlap, and conviction are accounted for automatically.
Visibility
Execution Visibility
Task logs and agent runs stay visible so you always know what was run, what it found, and when.
Monitoring
Alerts That Close The Loop
Set price targets and conditions directly from research. Notifications surface where your workflow lives.
Integration
One Desk, Not Six Tools
Portfolio tracker, watchlist, Knowledge Base, reports, and agents share context in one place, with manual ingest for the research worth keeping.
Workflow
From market context to follow-through
1
Step 01
Frame the desk
Set portfolio context, watchlist, and preferences once.
2
Step 02
Launch the right workflow
Sessions for open-ended reasoning, agents for repeatable outputs.
3
Step 03
Track execution
Watch tasks in flight and inspect report artifacts as they build.
4
Step 04
Save the durable insight
Ingest the reports worth keeping into Knowledge Base pages that can evolve over time.
5
Step 05
Move to monitoring
Attach alerts and watchlist actions directly to the research.