Works with IBKR — Interactive BrokersInteractive Brokers

    Your IBKR portfolio, answered.

    Connect Interactive Brokers once. Chat with your holdings in plain English — drift, exposures, what moved — and get a review-only draft when you say a capital amount. Research, not advice.

    Chat is the first surface. Drift, baskets, and research reports all build on the same workspace — one private chat per workspace.

    Open chat Open the app$99 / $299 / $999
    01
    1 — Connect IBKR
    One OAuth click · private per workspace
    02
    2 — Ask in chat
    “What’s my drift?” · live positions, plain English
    03
    3 — Review a draft
    Say $40k → BasketTrader CSV IBKR
    Live exampleChat live
    You: How far from target?
    AI: +2.4% overweight US, −1.1% broad. SNDK +3.1pp drift. Want a $40k draft?

    How it works — chat first, then everything else

    One chat that grows with you.

    01
    CHAT
    Ask anything

    Positions, exposures, what moved yesterday — in plain English. No forms, no schedule.

    02
    DRAFT
    Get a draft

    Name a capital amount and the agent returns a validated BasketTrader CSV. You transmit in IBKR.

    03
    BUILD
    Build outward

    Same workspace will power drift reports, rebalance windows, and alerts — all from the chat you already use.

    Works withIBKR — Interactive BrokersInteractive Brokers·read + draft

    Simple pricing — hard stop, per workspace

    Per workspace. Your workspace. $99 / $299 / $999.

    Start with one IBKR account. Add accounts or workspaces as you grow. No auto-overage. Research, not advice.

    Starter — 1 IBKR account · 1 workspace · live now
    $99/mo
    • ✓ Chat with live positions
    • ✓ Drift, explained
    • ✓ Draft baskets, you transmit
    Start $99
    Most popular
    Pro — 3 workspaces · same chat, more room
    $299/mo
    • ✓ Everything in Starter, across 3 workspaces
    • ✓ More draft history per workspace
    • ✓ Hard stop via Stripe
    Start $299 — Most popular
    Family — for teams · private preview
    $999/mo
    • ○ Team dashboard
    • ○ White-label later
    • ○ Talk to us for access
    Talk to us — $999

    Chat today, systematic features tomorrow — same workspace, no migration.

    See pricing details and compare plans.

    Research, not advice

    Your wealth, in plain English.

    Connect IBKR once, ask in chat, and get a draft you review in IBKR. The first feature is chat — rebalance, reports, and alerts grow from the same place.

    What you get Day 1Chat live
    • ✓ IBKR portfolio sync + drift in chat
    • ✓ A draft basket when you name a capital amount
    • ✓ History per workspace · you transmit
    Open chatHow it works