Your investing ideas.
All coming together.
Web appExplore asset details, inspect a strategy’s logic and compare what happens when you change it. The same research your agent works with, ready to review in your browser.
Interactive example · sample data
Workspace / Diversified coreA considered universe.
Start with what an asset actually holds.
More screening filters
| Asset | Exposure | Structure |
|---|---|---|
| VTIVanguard Morningstar Total Stock Market ETF | U.S. equities | RIC |
| VXUSVanguard Total International Stock ETF | International equities | RIC |
| BNDVanguard Total Bond Market ETF | U.S. bonds | RIC |
| GLDSPDR Gold Shares | Physical gold | Grantor trust |
Explore locally. Nothing here creates a model, executes a run, or places a trade.
Open the asset screenerThe work, in context.
Asset screener →
Understand exposure, structure and coverage before defining a model universe.
Models →
Define allocation logic, inspect code, change inputs and compare stored runs.
Reusable research →
Maintain optimizer code and backfill rules alongside the models that use them.
Current allocations →
Review freshness, schedule status and available exports before taking the next step.
Start in the browser. Continue in your tools.
Connect your agent or retrieve outputs from a script. API, MCP and CLI use the same resources as the web app, so a change in one interface remains visible in the others.