Upload your portfolio statement and receive an independent AI analysis of performance, fees, and alignment with your goals - in under 5 minutes.
Three powerful analysis modules in one platform
See the probability your current portfolio meets your retirement goals with scenario modeling and range charts.
Every holding benchmarked against peers with fee analysis, simplified risk scores, and Morningstar-style ratings.
5 targeted questions to ask your advisor, generated from anomalies discovered in your specific portfolio.
A composite 0-100 score across asset allocation quality, investment selection, and liability coverage.
256-bit encryption and zero credential storage. Your sensitive financial data never leaves our secure vault.
Analyze taxable advisory, brokerage, and non-taxable accounts (IRA/401k) in a single unified view.
From upload to insights in under 5 minutes
Tell us your goals, retirement timeline, risk tolerance, and financial context - under 3 minutes.
Drag and drop your monthly portfolio PDF. We extract and validate all holdings automatically.
Receive a full dashboard with performance ratings, risk scores, and advisor questions instantly.
From people just like you
"I discovered my advisor was charging fees 3x higher than peers for identical funds. The questions module gave me exactly what to say."
"The probability chart showed I had only a 52% chance of meeting my retirement goal. We completely restructured my allocation afterward."
"Finally, a way to understand what I am paying for. The Morningstar ratings gave me the language to engage with my advisor constructively."
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