AI financial intelligence

AI-guided portfolio intelligence for stocks, ETFs, and crypto.

Capture region context first, choose the right analysis tier, and generate a structured investor brief with a cleaner premium interface.

Start Questionnaire

Pro and Max require a valid pass key. Contact us to request premium access.

Region-aware intakeFree, Pro, and Max tiersSecure PDF for Pro and Max

One intake, three analysis depths.

Free stays lean and open. Pro and Max unlock stronger AI models, fuller portfolio guidance, and secure PDF delivery.

Region

Captured first for market context

Models

Base, advanced, and highest-tier AI analysis

Delivery

On-screen review plus secure PDF for premium tiers

Choose the tier that matches the depth you need.

Free delivers a concise base-model brief. Pro adds a stronger AI model, broader recommendations, and secure PDF export. Max includes everything in Pro with the deepest analysis and the most advanced model available.

Questionnaire

Choose your analysis tier

Compare Free, Pro, and Max before you begin. Free stays lean and open, while Pro and Max unlock stronger AI models, deeper analysis, and secure PDF delivery.

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Choose the analysis tier before you start the questionnaire.

Pro and Max require a valid pass key. Contact us if you want premium access for deeper analysis and secure PDF delivery.

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