Are you actually diversified? AI maps every position across accounts, single-name risk, sector tilt, geography. You see the concentrations you didn't know you had.
Know what moved your portfolio, and why
AI watches every position for concentration risk, price swings, and breaking news. You hear about it before your balance does.
Your portfolio, continuously watched
Every holding across every account, checked for diversification, price moves, and material news. The stuff that actually moves your net worth, surfaced in plain English.
See what's moving
What you're holding, who's moving it
Concentration risk, sector exposure, single-name blow-ups, earnings news. Continuous, not quarterly.
Get StartedAsk what's moving your portfolio
"Am I too concentrated in tech?" "Why did NVDA drop today?" "Any news on the stocks I hold?" AI watches your positions and answers in plain English.
See what's movingAm I too concentrated in any one stock or sector?
Yes, two concentration risks worth a look.
Single-name risk
NVDA is 31% of your taxable brokerage ($42,800 of $138,200). A 20% drop in NVDA alone would pull your portfolio down ~6%.
Sector tilt
Tech is 58% of your equity holdings across all accounts, roughly 2× the S&P 500 weighting (28%). You're effectively double-long tech.
Most advisors flag anything over 10–15% in a single name as concentrated. Want me to model what trimming NVDA down to 10% would look like after taxes?
Model trimming NVDA to 10%
Type a message...
Four things your brokerage won't tell you
Stock move alerts A position jumps 8% or drops 10%, you hear about it the same day, with the likely reason, not a blank price ticker.
News that actually matters Earnings, guidance cuts, downgrades, acquisitions, only for the stocks you hold. No doomscroll, no CNBC noise.
What's driving your portfolio Every account, every month, one trend line. AI tells you which positions moved your net worth the most, up or down.
Meet Thomas.
Built for this.
Thomas Personal CFO
Your default guide for the big picture. Spots what matters and helps you decide what to do next.
Real feedback. See what people say
Cut NVDA to 10%
I didn't realize NVDA had ballooned to 31% of my brokerage. AI flagged it, modeled the tax hit, and I trimmed it back the same week.
James Wilson
Consultant
Sold before earnings
Got a ping that a stock I held cut guidance. I sold before the open the next day. Saved me about 12% on that position.
Emily Martinez
Nurse Practitioner
Rebalanced tech
I was 58% tech and had no idea. AI showed my real sector tilt vs the S&P and I rebalanced into healthcare and industrials.
David Chen
Software Engineer
Financial intelligence for less than two coffees a month
Money by Checkr Pro
Your complete financial picture.
Early bird · 50% off
$4.99 / month
Billed annually at $59.88
What you get
Questions
& Answers
Nearly all major brokerages (Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Merrill, Morgan Stanley), retirement providers, HSA custodians, and major crypto exchanges. Over 13,000 institutions in total.
No. Everything is read-only. AI surfaces what's moving and why. You execute trades in your brokerage.
AI aggregates every position across every account and flags when a single name or sector is outsized versus common thresholds and the S&P 500 weighting. You see the exposure in dollars and percent.
When a position you hold moves more than a threshold you set (default ±5% in a day), AI pings you with the likely reason, earnings, downgrade, sector move, or company news, so you're not staring at a blank ticker.
Earnings, guidance changes, analyst downgrades, M&A, regulatory action, executive changes, only for the stocks and funds you actually hold. No generic market chatter.
Yes. Bank-level encryption. Read-only access. AI can see your holdings but cannot trade, ever.
Make AI worry about your finances
Know what you're owed. Keep what you earn. See your net worth grow