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Intelligence

Ask about a book you already keep.

Grounded in facts the app already has — positions, marks, and research — not a blank chat.

Intelligence

On this surface

Analyze

Portfolio style analysis. Run one book or all portfolios as one checkup.

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Portfolio Q&A

Company-scoped and book-scoped questions on the Intelligence surface. Suggested prompts send the same payload the API expects.

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Ready

Open the book and the household.

Create a free Master Your Money account. Holdings, income, cash, leftover, and an inbox that stays quiet until something actually crossed. One login.