Know what you own
Track holdings, cash, portfolio value and dividend income. See P&L, allocation, equity curves, drawdowns and risk-adjusted performance in context.
Live prices · Performance · Concentration
A more considered way to manage capital Plus AI Stock Picker
Marvelous Portfolio
Intelligence
Invest Smarter with Real-Time AI Insights.
From your first holding to your next allocation: live portfolio monitoring, evidence-led AI research, quantitative optimization and a clearer view of risk — in one connected workspace.
Free portfolio tracking · No card required · Advanced tools on Pro & Advisor
01Analyze
02Optimize
03Stress-test
04Monitor
05Decide
THE WHOLE PORTFOLIO. NOT JUST THE NEXT PICK.
Intelligence for every investment decision.
Build a stronger allocation
Compare Max Sharpe, Minimum Variance, HRP and Black-Litterman. Explore the efficient frontier and turn target weights into share-level rebalance proposals.
Optimization · Target weights · Rebalancing
Understand the downside
Stress-test your holdings against historical shocks, examine portfolio risk and simulate a proposed change before committing capital.
Stress scenarios · What-If · Risk Lab
MARKET DISCOVERY
Today's AI pick
A weekday S&P 500 and Nasdaq scan, followed by an Ask Marvelous deep dive. Evidence, entry levels, risks and an honest confidence score — not a promise of returns.
YOUR HOLDINGS. ONE CLEAR VIEW.
A portfolio, priced live
Sample holdings to show how it works — prices refresh automatically. Sign up to add your own.
Sample portfolio value
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0/5 holdings priced
ASK MARVELOUS
An AI copilot that knows your portfolio.
Go beyond a ticker opinion. Ask about your holdings, concentration, risk or next rebalance — with live-price and portfolio tools grounding the conversation.
Start your conversation“Where is my portfolio most concentrated, and what would a rebalance change?”
- 1EvidenceYour holdings, prices and market signals
- 2AnalysisExposure, allocation and portfolio context
- 3RecommendationA proposed next step with reasoning
- 4RiskTrade-offs and what could change the view
- 5ConfidenceA transparent estimate, never a guarantee
FROM INSIGHT TO ACTION
Stay ahead of a changing market.
Research opportunities, review proposed trades and keep the final decision in your hands.
Auto Pilot
Scheduled portfolio reviews combine optimization, stress, regime and tax analysis. Market discovery surfaces candidates; linked broker trades still require your confirmation.
Day Room
Swing and intraday ideas with entry, stop, target and sizing. Live 1-minute prices validate intraday setups; confirmed journal trades can execute on your linked practice account.
Pre-market briefing
A 9:00 AM New York portfolio review with buy or trim views and rebalance share counts, available on your overview and by email for eligible members.
Actionable alerts
Watch profit/loss thresholds, Day Room confirmations and sold-stock re-entry signals. Browser-monitored alerts can email you while the app is open.
Broker connectivity
Connect Alpaca practice or live accounts. Review balances, place orders and track fills. Your manually entered portfolio remains separate from your broker account.
Decision Ledger
Recorded AI analysis, AI Desk and Auto Pilot decisions retain model, confidence and evidence. Publish selected records for identity-free verification and price-based outcomes.
WEALTH & LONG-TERM PLANNING
A wider view of your capital.
Tax Center
Purchase-date-aware lots, gain estimates and loss-harvesting opportunities with wash-sale warnings.
What-If Simulator
Compare a proposed trade with your current portfolio across return, risk and estimated tax.
Goals & Strategy
Model long-term goals and contribution needs, and save an updatable strategy plan.
Advisor Command Center
Review separate client books, concentration, drift and risk exceptions with AI-generated briefs.
YOUR NEXT IDEA STARTS HERE
Check any stock now — no signup
Look up a US stock or ETF for its price, technical signals and verdict.
Your portfolio deserves a clearer perspective.
Start with free tracking. Add deeper intelligence as your needs grow.
Research and decision support, not financial advice. Investing involves risk. AI confidence is not a probability of profit; historical and simulated results do not guarantee future returns. Features and data availability vary by plan.