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Starter Plan Feature

Turn Your Beliefs Into
Portfolio-Ready Trade Proposals

Describe your thesis. We'll research it against real market data, generate trade proposals, and track P&L.

AI-powered research
Live P&L tracking
Multi-version refinement

THESIS

I believe the Fed will stick the soft landing and AI infrastructure spending will keep accelerating. Rebalance my Growth Portfolio toward US equities and semiconductor ETFs over the next 6 months with moderate risk.

Comprehensive data·4,120 data points·62.3s

Over the past 6 months, AI infrastructure spending grew 34% YoY. NVDA revenue beat estimates by 12%. Cloud capex from MSFT, GOOGL, and AMZN totaled $58B — a record quarter. Meanwhile, PCE inflation fell to 2.4% and the Fed held rates steady, consistent with a soft landing scenario.

Key Catalysts

NVDA Blackwell shipments ramping Q2 2026

Fed dot plot signals 2 cuts by year-end

Enterprise AI adoption accelerating across verticals

Strong employment data supports consumer spending

Trade Proposal

7 trades

Reduce / Exit

XLEEnergy Select SPDR
18.0% → 5.0%-$13.0K
GLDSPDR Gold Trust
12.0% → 5.0%-$7.0K

Increase / Add

NVDANVIDIA Corp.
15.0% → 25.0%+$10.0K
MSFTMicrosoft Corp.
12.0% → 18.0%+$6.0K
GOOGLAlphabet Inc.
0.0% → 12.0%+$12.0K
SMHVanEck Semiconductor ETF
0.0% → 10.0%+$10.0K
TLTiShares 20+ Year Treasury
8.0% → 15.0%+$7.0K

Thesis Deadline

Expires on specific date

Sep 22, 2026 at 4:00 PM

AI

6-month horizon for growth equity thesis

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How It Works

1

Describe Your Thesis

Pick your beliefs, link a portfolio, and set your risk tolerance. The wizard guides you through it in under 2 minutes.

2

AI Researches & Proposes

Our agent analyzes real market data — earnings, macro indicators, price action — then generates specific trade proposals.

3

Track P&L Live

Save your proposal and watch paper P&L update daily. Compare versions, fork your thesis, and iterate.

Starter Plan Feature

Unlock Trade Proposals

AI-powered research, portfolio-aware trade proposals, and live P&L tracking — included with Starter at $50/mo.