Build Lasting Wealth with AI-Coached Equity Investing
From swing trading to multi-year positions, our AI coach teaches you to read fundamentals, manage risk across your portfolio, and make entry/exit decisions with confidence—not fear.
What You'll Learn
Master the skills that turn individual stock picks into a systematic, winning portfolio strategy.
Entry/Exit Quality Scoring
Not all entry points are created equal. Our AI scores your potential entries using technical setups, fundamental catalysts, and risk/reward ratios—teaching you to wait for the best opportunities.
Sector Concentration Alerts
Building wealth requires diversification. Our AI monitors your sector exposures in real-time and flags when you're too concentrated in tech, healthcare, or financials—preventing portfolio-crushing correlation risk.
Position Sizing Coaching
Position size is the most important risk control. Our AI helps you right-size each trade based on your account equity, volatility, and stop loss distance—so losses hurt but never cripple you.
Correlation Risk Analysis
Your stocks aren't independent. Our AI identifies hidden correlations—like financials rallying with rates or semiconductors falling with semiconductors—so you're never surprised by portfolio-wide moves.
Swing vs. Position Analysis
Should this be a 2-week swing trade or a 2-year hold? Our AI analyzes the technical and fundamental context to help you pick the right time horizon—and stick to your thesis.
Wash-Sale Tracking
Tax strategy is wealth strategy. Our AI tracks wash-sale patterns, alerts you before you inadvertently lock in losses, and helps you harvest losses intelligently without breaking IRS rules.
How Your AI Coach Works
Real-time guidance designed for stock traders at every time horizon.
Log Your Stock Ideas
Before you buy, analyze your thesis. What's the catalyst? What's your time horizon? Our AI evaluates your entry against technical patterns, fundamentals, and your existing portfolio—keeping you from overlapping bets.
Get Portfolio-Wide Feedback
Our AI checks your sector exposure, correlation risk, and position sizing. Are you overconcentrated? Too much small-cap exposure? Your position size appropriate for the volatility? Get answers instantly.
Manage & Exit with Clarity
As your position moves, our AI watches for thesis breaks, profit targets, and exit quality. Should you hold through earnings? Is this a tax-loss harvesting opportunity? Review every exit decision with AI coaching.
Sample AI Feedback
See how our AI coach analyzes real stock positions.
Equity Coach
Portfolio analysis"I like your thesis on XYZ Tech, but I'm seeing a concentration issue. You already own 3 other semiconductor stocks (ABC Chip, DEF Semi, GHI Logic) totaling 18% of your portfolio. Adding XYZ would push semiconductors to 24%. At current correlations, a sector rotation could cut your portfolio by 5% overnight. I'd either: (1) reduce your other semi positions, or (2) wait for a pullback and size XYZ smaller—maybe 3% instead of 5%. Also, your entry timing is good on technicals (above 50-day MA, bouncing off support), but consider waiting for the fed meeting next week to reduce event risk. What's your preference?"
Who This Is For
Whether you're trading swings or building a lifetime portfolio, there's a path for you.
The Swing Trader
You're looking for 2-3 week moves on technical setups. Our AI helps you score entry quality, right-size your position, and recognize when your thesis breaks—turning swings into consistent winners.
The Position Trader
You're building multi-month to multi-year positions on fundamental catalysts. Our AI ensures your portfolio stays diversified, your position sizes reflect account risk, and you're never blindsided by correlation shifts.
The Growth Investor
You're targeting long-term wealth through growth stocks. Our AI monitors your sector concentration, ensures you're not overlapping bets, and helps you harvest losses smartly for taxes—without breaking your long-term thesis.
Ready to Build Wealth with AI Coaching?
Join hundreds of equity traders building systematic, coached edge in the stock market.