Positions across accounts are consolidated automatically and every name is scored by proven models. The AI only reads facts and writes advice — it never trades for you.
Unified overview
IBKR / Schwab auto-sync, A-share screenshot capture, multi-currency conversion.
Value screening
Graham margin of safety, Piotroski quality, Altman solvency — one score across three markets.
Disciplined decisions
Criteria presets, candidate funnel, decision log — discipline built into the workflow.