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Strategy & Trade Journal
Log every trade with your reasoning and setup. Analyze your history to discover which strategies actually make money and which ones just feel good.
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Connected Context
Click any position and instantly see the research, thesis, and strategy behind it. Never wonder "why did I buy this?" again. Your complete investment story in one click.
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Investment Notes
Document why you're bullish or bearish in a dedicated workspace. Link positions to your original reasoning and see how your thinking evolves over time.
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AI-Powered Insights
AI analyzes your research and trading patterns to surface connections you missed. Get weekly summaries showing which themes you're researching most and how they're performing.
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Web Clipping
Clip articles, tweets, and research directly from your browser. Automatically attach them to your theses with our Chrome extension.
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Portfolio Aggregation
Connect all your brokerage accounts in one place. See your entire portfolio with one-click access to the research and thesis behind every position.
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